Warren Buffett, Jeremy Grantham, and John Hussman on Profit, GDP and Competition
By: greenbackd Ratio of Corporate Profits-to-GDP and Returns (1947 to Present) Source: Hussman Weekly Comment “Taking Distortion at Face Value,” … Read more
Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.
By: greenbackd Ratio of Corporate Profits-to-GDP and Returns (1947 to Present) Source: Hussman Weekly Comment “Taking Distortion at Face Value,” … Read more
Jim Chanos China Presentation titled ‘China: The Edifice Complex’ The presentation is from a speech which took place at the Wine … Read more
Value Investing Investing for Grown Ups Aswath Damodaran. The paper has been updated as of April 14th 2013. Below is … Read more
Fairfax Financial annual meeting 2013 notes via Ben Claremon. Some very interesting remarks on economics, companies, Fairfax in particular. Opening … Read more
Grant Conferences has just made some presentations from prior events available to the public. Jim Grant announced the message via … Read more
The Phantom Tollbooth by Norton Juster, illustrated by Jules Feiffer Copyright 1961. The Island of Conclusions The phantom tollbooth … Read more
By: greenbackd Butler|Philbrick|Gordillo and Associates have an interesting post called What the Bull Giveth, the Bear Taketh Away on the duration and magnitude … Read more
I wrote the following at RealMoney on 1/13/2004: =-=-=–==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=–=-==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- Market Analysis Watch out for a momentum-driven investor … Read more
GMO in its latest whitepaper argues that gold has been proven to be a poor hedging or insurance tool. They … Read more
Frank Voisin is the author of the popular value focused website Frankly Speaking, found at http://www.FrankVoisin.com The following is a reader … Read more
Warren Buffett lecture to Notre Dame students from 1991. Three separate speeches can be found in this 48 page scribd document. Keys … Read more
The following was published at RealMoney on 9/26/05. I have augmented it at the bottom, so if you’ve read it … Read more
Value Investing class audio recordings from Columbia Business School. CBS has posted files from classes of Bruce Greenwald and other … Read more
The following was published on 6/1/2004 at RealMoney.com =-=-=-=-=-=-=-=-=-=-=-=–=-=-=-=-=-=-=-=-=–==-=-=-=-=-=-=-=-=-=-=-=-=-=- Investing Strategies Models that work well on data … Read more
Jeff Bezos letter to Amazon shareholders is only a page or two long but he devotes one paragraph to Ben … Read more