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Index:
Value Investing
Investor
behaviour, psychology and thinking
Market
Comments
Investment
Ideas
Investment
Blogs
Other
Value Investing
Columbia
Business School Walter Schloss Archives
A wonderful source of information on a lot of the successful value investors as
well as worthwhile articles
Columbia
Walter Schloss Public article archive
Columbia Walter Schloss Public video archive
Tweedy,
Browne Company LLC
Tweedy
is probably the oldest fund management company that practises value
investing. They have a lot of really good papers and speeches on
their website.
Tweedy
Brown Papers and Speeches
The
paper "What
Has Worked In Investing"
is especially worth reading
Davis
Funds
Davis
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
Funds
Whitney
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.
Zulauf
Asset Management
Swiss
asset manager and member of the yearly Barrons round table discussion
group. Good investing articles and market outlooks. In English and
German.
Brandes
Investment Partners
Very
good value fund manager which publishes excellent investment
research.
Investor
behaviour, psychology and thinking
Daniel
Kahneman
Daniel
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
This
is a worthwhile summary of his experiences and research. A short
course in Thinking
about thinking
James
Montier
James
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
Market
Comments
Hussman
Funds Weekly Market Comment
Clear
and concise comments on the developments in the US markets. Less
focus on noise and more on the underlying valuation. I read it every
Monday morning.
GMO
(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.
Financial
Times Lex Column (Paid
subscription may be required)
Th
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
summaries.
I
read somewhere that the investment track record of the column has
also been excellent.
I
read the column to stay informed of the main news items moving
impacting the markets.
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Investment
Ideas
Value
Investors Club (Free registration required)
Wonderful
website where investment ideas are exchanged, mainly by hedge fund
managers.
Magic
Formula Investing (Free registration required)
Share
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.
Magic
Diligence (Blog and paid subscription service)
Really
worthwhile blog that comments on the Magic Formula Investing screen
results. Has a subscription part that searches and recommends the
best Magic Formula companies.
Magic
Formula Investing Europe (Subscription
service)
Stock
screener using the Magic Formula Investing rules to screen the
3 major stock markets in the US, UK and Europe.
Investment
Blogs
Below
is a list, in no particular order of blogs we follow.
Old
School Value
Excellent
blog with US focus. With good analysis and explanations of value
investing principles very well.
The
Big Picture
Outstanding
blog on the US markets giving the news behind the spin. In depth
analysis of current news events and statistic releases.
I
once ignored the blog because of the amount of posts but after
reading a few articles I realised that everything is of value.
Value
Investing Forum
Aggregator
for all value investing news articles on the web. Mainly a US focus.
Value
Investing News
Value
Investing News
is a community driven value investment blog with good articles on all
things linked to value investing. US focus.
Investment
Postcards from Cape Town
Do
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
Interactive
Investors Blog
Blog
with a UK investors focus with excellent articles also with a value
investing slant.
Controlled Greed
Is
a blog devoted to investing in undervalued stocks with a global
focus.
Other
Footnoted
Watch-Dog
on aggressive accounting and poor corporate governance with focus on
the USA.
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
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