behaviour, psychology and thinking
Business School Walter Schloss Archives
A wonderful source of information on a lot of the successful value investors as
well as worthwhile articles
Walter Schloss Public article archive
Columbia Walter Schloss Public video archive
Browne Company LLC
is probably the oldest fund management company that practises value
investing. They have a lot of really good papers and speeches on
Brown Papers and Speeches
Has Worked In Investing"
is especially worth reading
Funds is a successful third generation fund management company. A
really good article called The
Wisdom of Great Investors”
is a worthwhile read for any investor.
Tilson is a value based hedge fund manager. His website is a valuable
collection of value investing articles and excellent summaries of the
Berkshire annual meetings. He regularly writes for publications like
the Financial Times and Kiplinger.
asset manager and member of the yearly Barrons round table discussion
group. Good investing articles and market outlooks. In English and
good value fund manager which publishes excellent investment
behaviour, psychology and thinking
Kahneman is a psychologist and the co-creator of behavioural
economics. In 2002 he along with his late collaborator Amos Tversky
won the Nobel Prize in Economics
is a worthwhile summary of his experiences and research. A short
course in Thinking
is an equity strategist at Societe Generale in London. The link is to
his blog which has a few excellent articles. A collection of his
previous published research can be found in his book Behavioural
Investing: A Practitioners Guide to Applying Behavioural Finance
Funds Weekly Market Comment
and concise comments on the developments in the US markets. Less
focus on noise and more on the underlying valuation. I read it every
(Free registration may be required)
GMO, founded in 1977, is
a privately held global institutional investment management firm.
Jeremy Grantham writes an excellent quarterly letter. Look out for it
about three weeks after quarter end.
Times Lex Column (Paid
subscription may be required)
Lex column of the Financial Times has made a name for itself by
providing excellent summaries of the most pertinent market news items
and earnings releases. They also publish excellent industry
read somewhere that the investment track record of the column has
also been excellent.
read the column to stay informed of the main news items moving
impacting the markets.
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Investors Club (Free registration required)
website where investment ideas are exchanged, mainly by hedge fund
Formula Investing (Free registration required)
screener based on the excellent book of the same name written by Joel
Greenblatt. Good for investment ideas of high return companies
selling for low prices.
Diligence (Blog and paid subscription service)
worthwhile blog that comments on the Magic Formula Investing screen
results. Has a subscription part that searches and recommends the
best Magic Formula companies.
Formula Investing Europe (Subscription
screener using the Magic Formula Investing rules to screen the
3 major stock markets in the US, UK and Europe.
is a list, in no particular order of blogs we follow.
blog with US focus. With good analysis and explanations of value
investing principles very well.
blog on the US markets giving the news behind the spin. In depth
analysis of current news events and statistic releases.
once ignored the blog because of the amount of posts but after
reading a few articles I realised that everything is of value.
for all value investing news articles on the web. Mainly a US focus.
is a community driven value investment blog with good articles on all
things linked to value investing. US focus.
Postcards from Cape Town
not let the South African location of this blog fool you. Posts are
mainly US focused but decent coverage of the rest of the world as
well. Its weekly post called Words
from the (investment) wise that was is
highly recommended as the most consice summary of the weeks economic
releases and commentary that I have come accross
with a UK investors focus with excellent articles also with a value
a blog devoted to investing in undervalued stocks with a global
on aggressive accounting and poor corporate governance with focus on
P.S. The best investing books you can read
A lot of readers have asked me for the names of the best investment books I have read.
In order to best answer their questions I wrote an article you may also find of value. To go to the article simply click the link below:
Nine books every investor should read