Resources
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- How to Find Great Investments, and Why You Should Ignore DCFs – David Winters(Image Credit, www.reuters.com) David Winters is an awesome value investor and Founder and Chief Investment Officer of The Wintergreen Fund. Prior to founding Wintergreen Adviso…
- Why Models Beat Humans – What Works on Wall Street – James O’Shaughnessy(Image Credit, business.financialpost.com), One of the best value investors on the planet is of course, James O’Shaughnessy. James O’Shaughnessy, also known as Jim, is a Princip…
- Start with the balance sheet, and ignore DCF – Bruce Greenwald(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate…
- 50 of the best investing blogs on the planet, plus a couple more (2016)(Image Credit, julieeliselandry.com) As value investing bloggers, there’s a whole bunch of us out there sitting down at the computer trying to come up with the next writing idea…
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 3This is Part 3, in the 3 part series The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). To read Part 1, click here, The Superinvestors of Graham-and-Dodds…
- What types of stocks should you own, and when is the best time to sell – Leon Cooperman(Image Credit, wsj.com) Leon Cooperman CFA, is another one of my favorite value investors. In 1967 he started with Goldman Sachs. He held a number of key positions in the firm, …
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 2This is Part 2 of The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). If you missed Part 1, you can find it here, The Superinvestors of Graham-and-Doddsvil…
- The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 1“The Superinvestors of Graham-and-Doddsville” is an article by Warren Buffett promoting value investing, published in the Fall, 1984 issue of Hermes, Columbia Business School ma…
- 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…
- 50 of the Best Value Investing Resources (plus a few more)(Image Credit, whytoread.com) People always ask me, what are my favorite investing resources. Things like articles, videos, bloggers, books etc. So today I’ve put together a lis…
- 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…