Here are some more long-form reading (and a few videos) for the hot, slow days of August via The Manual of Ideas. Enjoy!
Value Investing: Articles
25 Articles from The New Yorker, http://bit.ly/1n57aQf
Malcolm Gladwell’s Crooked Ladder, http://nyr.kr/1nkDeLk
Dudeney’s Amusements in Mathematics, http://bit.ly/1lDeizd
The Manual of Ideas (Equity Income), http://bit.ly/1veAhGd
Slides from Value Investing Seminar, http://bit.ly/1ojb2xC
Booth Laird’s Thesis on Outerwall, http://bit.ly/1otoWIK
Small-Cap Investing Summit 2014, http://bit.ly/1nviHno
Value Investing: Videos
You might also enjoy the following videos:
Words of Wisdom and Advice, with Arnold van den Berg of Century Management
John Burbank on the Source of the Biggest Mispricings
Michael Mauboussin, “The Success Equation:Untangling Skill and Luck”
Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much”
Invert, Always Invert
WES 2012 Highlights: Nobel Laureate Professor George A. Akerlof – Phishing for Phools
Karl Popper – Ein Gespräch (1974)
David Steinberg on the Tactics of Deep Value Investing
Value Investing Podcast (audio only) 51: Marc Heilweil of Spectrum Advisory Services, http://bit.ly/1pDSmYt
Value Investing: Book recommendations
Finally, a few book recommendations:
Modern Security Analysis: Understanding Wall Street Fundamentals
Strategic Value Investing: Practical Techniques of Leading Value Investors
Accounting for Value (Columbia Business School Publishing)
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment
