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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
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Tag Archives: Value Ideas
Wisdom from Jean-Marie Eveillard (and Seth Klarman)
JME reflects on a conversation he had with Seth Klarman at a wedding. I love that he uses the term “genuine” value investors to distinguish them from the imposters. I have been using the term “true” value investors, but I may switch … Continue reading
Jason Zweig’s Intelligent Investor Column on Novy-Marx’s Quality Formula
Jason is a favorite columnist of mine in part because of his affinity to Ben Graham and value investing, and in part because he is a great guy. His Saturday column, The Intelligent Investor, named after the Graham book that … Continue reading
RIP, Robert A. Haugen
Robert A. Haugen passed away Sunday, January 6, 2013 and I did not discover that until now. Haugen is perhaps best known for his book The New Finance in which he summarized important academic studies that proved that markets were … Continue reading
Jason Zweig on Irving Kahn, 107 Year OId Value Investor
The former Ben Graham employee is still kicking, but has half of his money in cash. “He reads voraciously every day…especially about science.” Man after my heart. “Individual investors who avoid ‘doing things you know too little about’ still stand … Continue reading
GreatInvestors.TV – Value Investing Video of the Day – Simon Caufield
I met Simon Caufield at the 2011 CFA Institute (CFAI) Annual Conference in Edinburgh. The CFAI was experimenting with a social media app for the conference and asked Annual Conference Advisory Board members to “seed” discussions on the app. My … Continue reading
Three Resources Added to the Value Investing Resources Page
In my search for video of Walter Schloss who passed away yesterday, I came across a terrific series of videos of several value investors giving speeches or in television appearances. The videos are small segments of longer talks and can be … Continue reading
Late 2011 Interview with Bill Ackman (Bloomberg Video)
A video posted at Bloomberg of an interview with Bill Ackman at a conference in 2011 (H/T: Street of Walls)… Continue reading
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Tagged Bill Ackman, Bloomberg, Margin of Safety, Street of Walls, Value Ideas, Value Investing, Video
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Part I of my Notes from The CFA Institute’s Conference: “Security Analysis and the Search for Value”
The CFA Institute conducted a conference on value investing in New York on November 29 and 30. The program was excellent. I am posting some of my notes and some of my favorite quotes from the presentations to give you … Continue reading
Counterfactual Friday: Fifty-Year Market Veteran Feels Like a Kid in a Candy Store
Joe Rosenberg has been investing for the Loews family in one capacity or another for almost fifty years. He said in today’s Barron’s that this is the best large cap, US equity investment opportunity he has seen in a long time. … Continue reading