Research
Page 2
- How to find undervalued businesses, and why you should ignore management – Robert Bruce(Image Credit, management-ideas.com) One of the best value investor’s on the planet is Robert Bruce. Bruce graduated from Columbia Business School in 1970 and went to work on Wa…
- What’s most often forgotten about one of the greatest Superinvestors – Charles Munger(Image Credit, dealbook.nytimes.com) If you’re a value investing nut like me you’ll have read everything you can on Charles Munger, Warren Buffett, Rick Guerin, Tom Knapp, Ed An…
- 10 Top Value Investing Tweeters & Their Top Tweet (All Time)(Image Credit, kotaku.com) Last week I compiled a list called (50 of the Best Value Investing Resources (plus a few more). It seemed to be quite popular with readers so today I’…
- How to Value a Company and, Everyone Should go Shark Fishing [metaphor] – Mario Gabelli(Image Credit, wsj.com) If you follow this blog regularly, you’ll know that I’m a big fan of The Columbia Business School and their student newsletters. These newsletters are an…
- Benjamin Graham and Security Analysis: A Reminiscence – Walter J. SchlossOne of my favorite investment classics is Walter Schloss reminiscing about Benjamin Graham and Security Analysis. It’s a timeless piece from one of the world’s greatest super-in…
- How to Succeed in Investing, and Why You Shouldn’t Listen to Analysts – James ChanosI recently read an interview with James Chanos, which was conducted by The Heilbrunn Center for Graham & Dodd Investing, in the Spring of 2012. James Chanos is the founder and M…
- How do we hand-pick the 90 best Deep Value Stocks for our Screens(Image Credit, www.123rf.com) One question we always get asked is, how to we hand-pick the 90 best Deep Value Stocks for our screens? Hand-picking the 90 best Deep Value opportu…
- The Psychology of Human Misjudgment – Charlie Munger (Audio & Transcript)(Image Credit, danshipper.com) Here’s the timeless speech by Charlie Munger, given to an audience at Harvard University back in 1995. The speech is titled, “The Psychology of Hu…
- There are three central elements to a value-investment philosophy – Part 1 – Seth Klarman(Image Credit, advisoranalyst.com) One of the best books on investing is Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor, by Seth Klarman. A…
- Lame and boring value stocks outperform ‘glamour’ stocks – Patrick O’ShaughnessyAnother one of my favorite bloggers is Patrick O’Shaughnessy. Patrick is a CFA and portfolio manager at O’Shaughnessy Asset Management. He also has an awesome blog called The In…
- Does the current climate make markets vulnerable to a black swan event? – The Royce Funds(Image Credit, www.mirror.co.uk) This month The Royce Funds Portfolio Manager, Charlie Dreifus discussed how the current climate of slow growth, high valuations, and interventio…
- Dividends are making you poorer – Meb FaberOne of my favorite bloggers is Meb Faber. Meb has an awesome blog at mebfaber.com. Back in May this year Meb released the results of his study into dividend stocks. He wanted to…
- Being contrarian is not enough, you must be very sure you are right – Philip Fisher(Image Credit, youtube.com) One of my favorite investment books is of course, Common Stocks and Uncommon Profits and Other Writings, written by investing legend Philip Fisher. P…
- If contrarian strategies do so well, why doesn’t everyone use them? – David Dreman(Image credit – authors.simonandschuster.co.uk) I was recently re-reading one of my favorite investment books by David Dreman, Contrarian Investment Strategies – The Next Genera…
- What can Pokémon Go teach us about irrational investing?(Image Credit: www.pokemon.com) A lot has been written about the irrationality of investors. To help them out, they can head over to the SEC website and read the nine investing …
Is the CAPE Ratio providing a warning for investors – OFRWhile no single tool, ratio or source should be used to evaluate the economy and its financial stability. The Office of Financial Research (OFR) provides a free bi-annual report…- The central principle of investment is to go contrary to the general opinion – KeynesThe year is 1543. Think about that! That’s 473 years ago. For most of us, something from the 1920’s is considered old! There was this guy called, Nicolaus Copernicus, Copernicus…
- Contemporary Investing Gurus – Ray Dalio (Video + Research Paper)(Image Credit: www.forbes.com) Recently I started an investing video series called, Contemporary Investing Gurus. Over the years I’ve spent loads of time reading articles, watch…