(Image Credit, www.reuters.com) David Winters is an awesome value investor and Founder and Chief Investment Officer of The Wintergreen Fund. Prior to founding Wintergreen Advisors in 2005, Winters was Chief Investment Officer of Franklin Mutual Advisors and Portfolio manager of the Franklin Mutual Discovery Fund. Winters joined Mutual Series in … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning August 22nd, 2016” on Storify]
Why Models Beat Humans – What Works on Wall Street – James O’Shaughnessy
(Image Credit, business.financialpost.com), One of the best value investors on the planet is of course, James O’Shaughnessy. James O’Shaughnessy, also known as Jim, is a Principal, and Chief Executive Officer at O’Shaughnessy Asset Management, LLC. He’s widely regarded as a pioneer in quantitative equity analysis. Jim and his team have identified … Read More
Start with the balance sheet, and ignore DCF – Bruce Greenwald
(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate School of Business and Director of Research at First Eagle Funds. He’s also the author of the books Value Investing: from Graham to Buffett and Beyond and … Read More
50 of the best investing blogs on the planet, plus a couple more (2016)
(Image Credit, julieeliselandry.com) As value investing bloggers, there’s a whole bunch of us out there sitting down at the computer trying to come up with the next writing idea that will appeal to readers. I like to think of us as a community of individuals that collectively do our best to educate … Read More
The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 3
This is Part 3, in the 3 part series The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). To read Part 1, click here, The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) Part 1 To read Part 2, click here, The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) Part 2
What types of stocks should you own, and when is the best time to sell – Leon Cooperman
(Image Credit, wsj.com) Leon Cooperman CFA, is another one of my favorite value investors. In 1967 he started with Goldman Sachs. He held a number of key positions in the firm, he was founder, Chairman and Chief Executive Officer of Goldman’s Asset Management division. For nine consecutive years while at Goldman Sachs, Cooperman was voted … Read More
The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 2
This is Part 2 of The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016). If you missed Part 1, you can find it here, The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 1.
The Superinvestors of Graham-and-Doddsville – (Freshly Transcribed 2016) – Part 1
“The Superinvestors of Graham-and-Doddsville” is an article by Warren Buffett promoting value investing, published in the Fall, 1984 issue of Hermes, Columbia Business School magazine. It was based on a speech given on May 17, 1984, at the Columbia University School of Business in honor of the 50th anniversary of … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning August 15th, 2016” on Storify]
How to find undervalued businesses, and why you should ignore management – Robert Bruce
(Image Credit, management-ideas.com) One of the best value investor’s on the planet is Robert Bruce. Bruce graduated from Columbia Business School in 1970 and went to work on Wall Street as a securities analyst. Then he read about Walter Schloss in Forbes Magazine and it changed his life. He now runs … Read More
Unloved micro-cap Wayside Technology Group Inc, strong balance sheet, solid free cash flow $WSTG
One of the stocks currently listed in out Deep Value Small & Micro-Cap Screen is Wayside Technology Group, Inc. (NASDAQ:WSTG). Wayside offers an extensive line of products from leading publishers of software and tools for virtualization/cloud computing, security, networking, storage and infrastructure management, application life-cycle management and other technically sophisticated … Read More
What’s most often forgotten about one of the greatest Superinvestors – Charles Munger
(Image Credit, dealbook.nytimes.com) If you’re a value investing nut like me you’ll have read everything you can on Charles Munger, Warren Buffett, Rick Guerin, Tom Knapp, Ed Anderson, Stan Perlmeter, Bill Ruane and Walter Schloss. The so called “Superinvestors of Graham & Doddsville”. But, we often forget that these investing megastars had ordinary … Read More
10 Top Value Investing Tweeters & Their Top Tweet (All Time)
(Image Credit, kotaku.com) Last week I compiled a list called (50 of the Best Value Investing Resources (plus a few more). It seemed to be quite popular with readers so today I’ve compiled a list of what I consider to be 10 of the Top Value Investing Tweeters and their top … Read More
How to Value a Company and, Everyone Should go Shark Fishing [metaphor] – Mario Gabelli
(Image Credit, wsj.com) If you follow this blog regularly, you’ll know that I’m a big fan of The Columbia Business School and their student newsletters. These newsletters are an awesome resource for value investors. Every newsletter contains a number of interviews with some of the smartest value investors on the planet. … Read More
Benjamin Graham and Security Analysis: A Reminiscence – Walter J. Schloss
One of my favorite investment classics is Walter Schloss reminiscing about Benjamin Graham and Security Analysis. It’s a timeless piece from one of the world’s greatest super-investors. Let’s take a look…
How to Succeed in Investing, and Why You Shouldn’t Listen to Analysts – James Chanos
I recently read an interview with James Chanos, which was conducted by The Heilbrunn Center for Graham & Dodd Investing, in the Spring of 2012. James Chanos is the founder and Managing Partner of Kynikos Associates, a firm he founded in 1985. Throughout his career, Chanos has identified and sold short the … Read More
How do we hand-pick the 90 best Deep Value Stocks for our Screens
(Image Credit, www.123rf.com) One question we always get asked is, how to we hand-pick the 90 best Deep Value Stocks for our screens? Hand-picking the 90 best Deep Value opportunities from 1000’s of stocks is like trying to find a needle in a haystack but, we know that historically once they’re found, … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning August 8th, 2016” on Storify]
50 of the Best Value Investing Resources (plus a few more)
(Image Credit, whytoread.com) People always ask me, what are my favorite investing resources. Things like articles, videos, bloggers, books etc. So today I’ve put together a list of 50+ investing resources that I’ve found very useful on my investing journey. It’s by no means complete but, it will give you a … Read More