IntelInvestor Tweets
Value Investing Resources
- Berkshire Hathaway
- Buffett Partnership Letters 1957 – 1970
- Columbia University's Heilbrunn Center for Graham & Dodd Investing
- Graham and Doddsville
- Graham-Newman Corporation Letters 1946 – 1958
- Howard Marks's Memos
- Jason Zweig's Website
- Michael Mauboussin's "On Strategy"
- PBS's Your Mind and Your Money
- Robert Shiller's Website at Yale
- Santangel's Review
- Seth Klarman's Investor Letters from 1995 through 4/30/2000
- The Ben Graham Centre for Value Investing
- The Best of Value Investing (Youtube Video Series)
- The Brandes Institute
- Tweedy Browne: What has worked in Investing?
- Value Investigator
- Value investing with Walter Schloss
- Whitney Tilson's Value Investing Website
Value Investing Blogs
Other Investing / Economics / Finance Blogs
- Aswath Damodaran's Blog
- Balance of Economics Blog
- Becker – Posner Blog
- Cafe Hayek
- Econlog: Library of Economics and Liberty
- Enterprising Investor: The CFA Institute's Blog
- Greg Mankiw's Blog
- House of Debt: Amir Sufi and Atif Mian's Blog
- John Cochrane's Blog
- Matt Ridley's Rational Optimist Blog
- Ray Kurzweil's Website
- Richard Stott's Blog
- Street of Walls
- Symmetry Capital Blog
- The Adam Smith Institute
- Vox
-
Recent Posts
Archives
- May 2016
- December 2015
- August 2015
- June 2015
- April 2015
- March 2015
- February 2015
- January 2015
- October 2014
- September 2014
- August 2014
- July 2014
- May 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- August 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
MOS Cloud
Behavioral Finance Benjamin Graham CAPE CFA CFA Institute Charlie Munger Chartered Financial Analyst China Closet Indexers Competition and Strategy Conventional Professional Investors David Einhorn Debt Crisis Entrepreneurial Spirit Euro Crisis European Debt Crisis Eurozone Fama and French Financial Media Free Markets Friederich Hayek Housing Bust Howard Marks Invisible Hand James Montier Jason Zweig Joel Greenblatt Long-Short Margin of Safety Matt Ridley Michael Lewis Michael Mauboussin NFLX Quantitative Easing Risk Robert Shiller Seth Klarman Short Sales The Rational Optimist Tobin's Q Ratio Value Ideas Value Investing Video Warren Buffett Whitney Tilson
Tag Archives: Value Investing
David Einhorn on the Charlie Rose Show (Video)
David Einhorn appeared on the Charlie Rose Show on December 6, 2010. I think Einhorn is a brilliant securities analyst. He has done a remarkable job providing high risk-adjusted returns for over a decade for the limited partners in his … Continue reading
Whitney Tilson’s T2 Partners LLC November Shareholder Letter…
…courtesy of Gurufocus.com T2 Partners November 2010 Shareholder Letter Continue reading
Posted in Uncategorized
Tagged Long-Short, Risk, Short Sales, Value Ideas, Value Investing, Whitney Tilson
Leave a comment
James Montier’s Presentation at the CFA Institute’s European Investment Conference
James Montier is an outstanding strategist who now works for GMO. He spoke last month at the CFA Institute’s European Investment Conference. The attached blogpost summarizes his talk. The money quote: So where do the new normal proponents get it … Continue reading
Kate Schapiro Interview on CNBC
I met my friend, Kate Schapiro, five years ago when I joined the Annual Conference Committee of the CFA Institute. Kate now chairs the committee. She was interviewed by Joe Kernen on CNBC’s Squawk Box last week. I could not … Continue reading
Seth Klarman Interview from 2006
On May 1, 2006, Seth Klarman gave an interview for a class at Harvard, Psychology of Leadership.… Continue reading
An Interview with Jeremy Grantham
Jeremy Grantham of GMO is an exceptional big thinker on markets. I think bottom-up investing makes the most sense, but Grantham always makes us think when he speaks about macro events. I had the good fortune of sitting in the … Continue reading
Posted in Uncategorized
Tagged Conventional Professional Investors, Jeremy Grantham, Risk, Value Investing
Leave a comment
St. Joe Company: Shorting News You Can Use
Greenlight Capital’s David Einhorn, an outstanding long-short value investor, presented at the Value Investing Congress today and detailed why St. Joe may be going to zero. Greenlight is one of a handful of successful investment management firms that have the following … Continue reading
Posted in Uncategorized
Tagged David Einhorn, Long-Short, Short Sales, Value Ideas, Value Investing, Warren Buffett
Leave a comment
Who Knew RBCN Would Hit the Bogey So Soon?
Less than a month ago, I covered a short in Rubicon Technologies (NASD: RBCN) and wrote about it here. I estimated that the stock had another 25% to 75% to fall from where I covered it, but that because the … Continue reading
How Smart is the “Smart Money?”
I have always been fascinated by the consistent data that show that individual investors are pathetic at timing markets. Continue reading
Is Value Investing Riskier than Other Investing Strategies?
Efficient Market Hypothesis proponents, like good lawyers, argue that there is absolutely no such thing as a permanent edge in investing and any permanent edge that does exist is riskier than the alternatives. (“Your honor, my client was never in that woman’s apartment and he was only there to return her lost kitten”). I mean, why paint yourself into a corner?
Posted in Uncategorized
Tagged Behavioral Finance, Fama and French, James Montier, Risk, Value Investing
1 Comment