100s of Interviews with Famous Value Investor Money Managers
Human beings are subject to wild swings in their levels of fear, risk tolerance and greed. That won’t change. I … Read more
Value Investing
Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.
Howard Marks: 2007 Mania Has Returned to the Market
Howard Marks spoke today on the recent increase in asset prices across the spectrum. Howard Marks’ comments were not picked … Read more
How to beat The Little Book That Beats The Market: Redux (Part 2)
By greenbackd In How to Beat The Little Book That Beats The Market: Redux I showed how in Quantitative Value we tested Joel Greenblatt’s Magic Formula … Read more
Letter from Howard Buffett to Murray Rothbard: “I have a son who is a particularly avid reader of books and panics and similar phenomena.”
By Greenbackd This letter from Howard Buffett, the highly libertarian “Old Right” United States Representative father of Warren, to anarcho-capitalist historian and economist … Read more
How to find high quality stocks
By Greenbackd Robert Novy-Marx, whose The Other Side of Value paper we quoted from extensively in Quantitative Value, has produced another ripping paper called The Quality … Read more
Marty Whitman on Differences Between Now and 2007
Marty Whitman’s Third Avenue funds has just released its first quarter (ending January 31st) of 2013 shareholder letter. Unlike many … Read more
Sequoia Fund: Valuations No Longer Compelling
Sequoia Fund, or sometimes known better as Ruane, Cunniff & Goldfarb, is out with their fourth quarter 2012 shareholder letter. The … Read more
Distressed Debt Investing Superb Collection
For anyone interested in distressed debt investing Csinvesting does it again. They have a fantastic collection of nuggets on the topic. … Read more
Berkshire Hathaway Shareholder Letter for 2012
Berkshire Hathaway’s 2012 shareholder letter was just released. We will be posting the main points from Berkshire Hathaway’s letter. We … Read more
How to Capture Tail Risk Using Maximum Drawdowns
By: greenbackd In a new paper, Using Maximum Drawdowns to Capture Tail Risk, my Quantitative Value co-author Wes Gray and Jack Vogel propose a new … Read more
Eddie Lampert Letter to Investors
Eddie Lampert maintains a low profile, but despite rumors the contrary he has the ability to talk. Now as the … Read more
How Much Would You Pay for This PIIG?
This is a company I own (full disclosure) and one that I was researching before a very famous value investor … Read more
Bruce Greenwald CBS Lectures and Videos
It is rare to be able to invest precisely at an inflection point; therefore, investors who take a stand against … Read more
Joel Greenblatt Class Lectures and Videos
Joel Greenblatt Special Situation Value Investing Class at Columbia University Videos and the lectures. The lectures and videos can be … Read more
How to beat The Little Book That Beats The Market: Redux
By Greenbackd Last May in How to beat The Little Book That Beats The Market: An analysis of the Magic Formula I … Read more