Tag Archives: Warren Buffett

Seth Klarman is Sitting on a Mountain of Cash

Posted on January 27, 2014 by Ray Galkowski, CFA

“…around 50% of our assets are in cash, and that’s a very high absolute number, now around $14 billion and rising…”–Seth Klarman I recently came across this quote from Seth Klarman of the Baupost Group, which he said during a … Continue reading →

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Jason Zweig’s Intelligent Investor Column on Novy-Marx’s Quality Formula

Posted on March 7, 2013 by Ray Galkowski, CFA

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 →

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Jason Zweig on Irving Kahn, 107 Year OId Value Investor

Posted on December 22, 2012 by Ray Galkowski, CFA

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 →

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GreatInvestors.TV – Value Investing Video of the Day – Simon Caufield

Posted on July 7, 2012 by Ray Galkowski, CFA

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 →

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Warren Buffett Cautions Gold Bugs in His 2011 Annual Letter Out Today

Posted on February 25, 2012 by Ray Galkowski, CFA

The whole letter can be found in the Berkshire Hathaway link to the right. …The second major category of investments involves assets that will never produce anything, but that are purchased in the buyer’s hope that someone else – who … Continue reading →

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Ed Anderson, Another Superinvestor, Passed Away this Month

Posted on February 22, 2012 by Ray Galkowski, CFA

The Graham and Doddsville Blog (listed on the right) alerted me to an oversight on my part. Ed Anderson, a co-founder of Tweedy Browne, Graham disciple, and one of the Superinvestors mentioned in Warren Buffett’s Superinvestors of Graham and Doddsville … Continue reading →

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Three Resources Added to the Value Investing Resources Page

Posted on February 20, 2012 by Ray Galkowski, CFA

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 →

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RIP, Walter Schloss, a “Superinvestor” Identified in the Tab Above

Posted on February 20, 2012 by Ray Galkowski, CFA

Bloomberg reports that Walter Schloss died yesterday at the age of 95. He is one of the Superinvestors identified by Buffett in his famous speech The Superinvestors of Graham and Doddsville (see the tab above). I had the honor of … Continue reading →

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Typical Story of an Unknown Value Investor with Little AUM

Posted on February 13, 2012 by Ray Galkowski, CFA

The NYSSA linked to a story in Smart Money that I had to share. It is a story of a fund manager who seeks to buy companies that are trading at a discount to their intrinsic value and that have excellent long-term prospects; in other … Continue reading →

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New Link in the Value Investing Resources Section: Hedge Fund Letters

Posted on November 24, 2011 by Ray Galkowski, CFA

I have added Hedge Fund Letters as a value investing resource even though some of the hedge fund managers there are not value investors. Most value investors who truly wish to be contrarian and invest only when there is a … Continue reading →

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