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– work in progress – 

This page aims to be a compilation of many documents and resources related to value investing. I hope you find it useful.

Books

“Margin of Safety” by Seth A. Klarman.

“The Intelligent Investor” by Benjamin Graham.

“Principles of Value Investing” by Bestinver Asset Management.  (spanish)

Articles

“The Super Investors of Graham-and-Doddsville” by Warren Buffett in Hermes Magazine.

“How inflation swindles the equity investor” by Warren Buffett in Fortune Magazine.

“Why most investment managers have it backwards” by Seth Klarman.

“What has worked in investing” by Tweedy, Browne.

“The High Dividend Yield Return Advantage: An Examination of Empirical Data Associating Investment in High Dividend Yield Securities with Attractive Returns Over Long Measurement Periods” by Tweedy, Browne.

“A Study of Market History and Valuation through Graham and Buffett and Others” by Redfield, Blonsky & Co.

Newsletters

Graham and Doddsville Newsletters by Columbia Business School Students:

Issue 1     Issue 2     Issue 3     Issue 4     Issue 5

Issue 6     Issue 7     Issue 8     Issue 9     Issue 10

Issue 11

Behavioral Finance and Business Valuation Newsletter by Sanjay Bakshi:

Issue 1     Issue 2     Issue 3

Shareholder Letters

Buffett Partnership Letters, from 1957 to 1970 by Warren E. Buffett.

Baupost Fund Letters, from 1995 to 2001 by The Baupost Group.

Wesco Shareholders Letters, from 1997 to 2008 by Charles T. Munger.

Graham-Newman Partner Letters, from 1946 to 1958 by Benjamin Graham and Jerome Newman.

Speech Transcripts

“Securities in an insecure world” lecture by Benjamin Graham.

“The Psychology of Human Misjudgement” talk by Charlie Munger.

“A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business “ talk by Charlie Munger.

Collection of transcripts from CNBC interviews with Warren Buffett.

Q&A with Notre Dame faculty, MBA students and Undergraduate students with Warren Buffett.

Q&A with the University of Kansas students with Warren Buffett.

Q&A with Emory’s Goizueta Business School students and McCombs School of Business students at UT Austin with Warren Buffett.

Q&A with University of Maryland students with Warren Buffett.

Value Investing Courses

Behavioral Finance and Business Valuation by Professor Sanjay Bakshi

Lecture 1     Lecture 2     Lecture 3     Lecture 4     Lecture 5

Lecture 6     Lecture 7     Lecture 8/9  Lecture 10   Lecture 11

Lecture 12   Lecture 13   Lecture 14   Lecture 15   Lecture 16

Lecture 17         16 M&A Lessons         Special Situations

Some Deep Value Themes

CAP@Columbia by Professor Paul Johnson

Course Work      Reading Packet

Research Reports

On Berkshire Hathaway by Paine Webber.

On Berkshire Hathaway by Matt Pauls.

On Berkshire Hathaway by Barclays Capital.

Miscellaneous

“Moody´s Rating Symbols and Definitions” by Moody´s.

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