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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: Warren Buffett
Howard Marks on Risk (in Jason Zweig’s 2/12 Intelligent Investor Column) and Montier on the Risk and Return Characteristics of Value vs. Growth Companies
Howard Marks had been writing outstanding letters to his investors for years. I have read almost every one of his letters since and found that they are filled with fantastic investing common sense. Howard Marks has also been delivering great … Continue reading
The Brandes Institute’s Latest Research; BI Added to the Value Investing Resources List
The Brandes Institute is a subsidiary of value-investing firm Brandes Investment Partners and it publishes investment research in academic and professional journals as well as on its website. I have included a link to their research in the Value Investing Resources … Continue reading
Charlie Munger Speaks at the U of Michigan (video)
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Tagged Behavioral Finance, Benjamin Graham, Charlie Munger, Value Investing, Warren Buffett
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A Wise Fool.com Article
I found wisdom worthy enough to teach my children in this fool.com article: What Everyone Ought to Know, but Doesn’t By Buck Hartzell | More Articles January 7, 2011 | Comments (24) In honor of the brand new year, I’ve … Continue reading
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Tagged Behavioral Finance, Charlie Munger, fool.com, Lifelong Learning, Value Investing, Warren Buffett
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Invert, Always Invert
Update 6/26/2020: Welcome to the readers of Ozan Varol’s book, Think Like a Rocket Scientist. I don’t know Ozal, but he referenced a blogpost of mine from 2011 in his footnotes for chapter 5 (footnote 47). Thank you Ozal. https://www.amazon.com/gp/product/1541762592/ref=ox_sc_act_title_1?smid=ATVPDKIKX0DER&psc=1 … Continue reading
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
John Rogers Interview for the CFA Institute
John Rogers of Ariel is a value investor who often appears on CNBC’s Squawk Box. This transcript is posted here because it was distributed by an employee of the CFA Institute for free on LinkedIn. If anyone at the CFA … Continue reading
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Tagged CFA Institute, Charlie Munger, Competition and Strategy, Fred Speece, John Rogers, Warren Buffett
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The Third Quarter Letter from David Einhorn’s Greenlight Capital
For your reading pleasure–the third quarter letter from David Einhorn’s Greenlight Capital. David is an excellent value-focused, long-short hedge fund manager and his assets have grown quickly due to his stock selection success. That growth has also led David to … Continue reading
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Tagged David Einhorn, Long-Short, Quantitative Easing, Risk, Short Sales, Value Ideas, Warren Buffett
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Why Investors Herd: Jason Zweig’s Latest The Intelligent Investor Column in the WSJ
I do not always agree with Jason Zweig’s recommendations, but we definitely share a similar investing philosophy, and I do agree with him often. The usual reason that I disagree with Jason is that he is more resigned than I … Continue reading
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Tagged Closet Indexers, Conventional Professional Investors, Jason Zweig, Risk, Warren Buffett
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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
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Tagged David Einhorn, Long-Short, Short Sales, Value Ideas, Value Investing, Warren Buffett
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