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- Happy Holidays!
- Exclusive: Investment Case for Lender Processing Services (LPS)
- What are your Top 5 online investing resources?
- Exclusive Interview and Aquamarine Capital Library Tour with Guy Spier
- The Manual of Ideas: The Superinvestor Issue, December 2011 (video preview)
- December Issue of The Manual of Ideas (The Superinvestor Issue) is now available!
- Latticework: Interview with Abraham Joshua Heschel -- Problems Make Us Richer
- The Manual of Ideas on Business Leader Henry Singleton, Founder of Teledyne
- November issue of The Manual of Ideas is now available!
- Elon Musk on Innovation
- Charlie Rose Interview with Ray Dalio, October 20, 2011
- A Conversation with Michael Dell, October 17-19, 2011
- Michael Mauboussin Explains Concept of "Think Twice"
- Great Video from Warren Buffett's Visit to India
- We're hiring!
- Great One-Minute Video Narrated by Steve Jobs, 1997
- Exclusive View into October Issue of The Manual of Ideas (video)
- New Issue Is Available Now!
- A Look at Buffett Pick Weschler's Top Holdings
- A Personal Note to Steve Jobs
- Available Now: The Manual of Ideas: "The Superinvestor Issue"
- Sample The Manual of Ideas
- Available Now: The Manual of Ideas: Underappreciated Balance Sheet Values
- Available Now: The Manual of Ideas: The "Magic Formula" Issue, featuring Exclusive Q&A with Joel Greenblatt
- The Manual of Ideas: The Superinvestor Issue
- The Manual of Ideas: "The Japan Issue"
- Alice Schroeder Misses Chance to Cease Lucrative Anti-Buffett Opportunism, Finds Way to Blame Buffett for Sokol Trades
- David Sokol Resigns Unexpectedly -- and in Disgrace
- Now Available: New Issue of The Manual of Ideas: "Small- and Micro-Cap Value"
- Announcing The Manual of Ideas Prize: Win $1,000 for the Best One-Pager on Your Favorite Value Investment Idea (contest deadline: April 15, 2011)
- Apply for FREE Access to The Manual of Ideas Members Area
- The Manual of Ideas: Large Cap Stocks - How Cheap Are They?
- Just Released: The Superinvestor Issue of The Manual of Ideas (including coverage of 50+ superinvestor portfolios)
- Coming Soon: The Quarterly Superinvestor Issue of The Manual of Ideas
- New Issue of The Manual of Ideas: Value Opportunities in Banks?
- New Issue of Portfolio Manager's Review is Now Available - This Month's Focus: Value Opportunities Across Europe
- NEW: Portfolio Manager's Review -- The Superinvestor Report
- FREE Excerpt of Latest Issue of Portfolio Manager's Review
- Ten Books for Summer Reading
- Mebane Faber on Shiller PE10 ratio
- Investigation of Deepwater Horizon Points to Human Error
- Ensco International Profile and Analysis
- FREE Preview: 10x45 Bargain Hunter: Stock Screener for Value Investors, June 14, 2010
- Fear and Loathing in Lazare Kaplan (LKI)
- Tilson Makes the Case for Investing in BP
- How Does This Happen? No Estate Tax On $9 Billion
- Soros: 'Go For The Jugular'
- Madoff: "F--k My Victims"
- Drilling Moratorium’s Impact in Numbers
- Absolute Return Interviews Seth Klarman
- Forbes on Buffett: A Compilation (must read)
- Confusion Reigns Over Shallow Water Drilling Policy
- Insurance Sector Price to Book
- Pabrai on Frontline (NYSE:FRO); HAWK template
- More on the Gulf of Mexico
- Gulf of Mexico and Ultra-Deepwater
- Seahawk Drilling (Nasdaq: HAWK) Redux
- Noble Corporation (NYSE: NE) Profile and Analysis
- Warren Buffett Testifies Before Financial Crisis Inquiry Commission
- Lawndale Files 13D for P & F Industries (Nasdaq: PFIN)
- New European Value Report Reveals Top Two European Equity Investment Opportunities
- Downside Protection Report Highlights Top Ideas of the Month: Both Featured Companies Operate in the U.S. Gulf of Mexico Natural Gas Industry
- National Oilwell Varco Profile and Analysis
- Charting Banking VI: Industry Profits
- Johnson & Johnson’s Current Problems Mask Potential Opportunity
- Apple Leads Microsoft in Market Cap Race
- FREE 19-Page Excerpt of Latest Portfolio Manager's Review: 'The Superinvestor Issue'
- Was Burry’s ‘Primer on Mortgage Short’ Convincing in 2006?
- ‘The Big Short’ Tells a Cynical Tale of the Subprime Fiasco
- Charting Banking V: Commercial Real Estate
- Charting Banking IV: Construction and Development
- Berkshire Hathaway Reduced Kraft Position During First Quarter
- Seth Klarman Sees Another Lost Decade For Stocks
- Dean Foods: Got Milk? Got Brand?
- Li Lu’s Lecture at Greenwald’s Columbia University Value Investing Class
- The Inoculated Investor’s Value Investing Congress Meeting Notes
- Zynga’s FarmVille May Change Videogame Economics
- Newsweek is for Sale; The Economist and The Week are Not
- Oracle - Not Your Ordinary Earnings Press Release
- Munger Comments on Potential for Wesco to Become Wholly Owned by Berkshire
- Berkshire Hathaway and Markel Annual Meeting Notes
- Lowenstein: The Fed Should Burst Our Bubbles
- Moore Capital and Sticky Capital
- Kelly Theory of Portfolio Construction: Do Not Bet Thy Whole Wad
- Ryan Seacrest Financial Times Profile
- Berkshire Lobbies Congress on Derivatives Collateral Requirements
- Grantham on the Potential Disadvantages of Graham-and-Dodd Investing
- One For The Annals of Behavioral Finance
- Book Review: The Basics of Understanding Financial Statements
- ROIC and Mean Reversion (Part 2)
- ROIC and Reversion to the Mean (Part 1)
- New Issue of Portfolio Manager's Review: The Deep Value Report
- A Treasure for Wisdom-Seeking Investors: Highlights From Buffett Partnership Letters
- Jeremy Grantham on Bubbles and the Outlook Ahead
- Soft Insurance Market Persists; Active Hurricane Season Forecast
- Malkiel is Bullish on China, Remains Efficient Market Proponent
- Return of Big LBOs?
- Joel Greenblatt Applies Magic Formula to Global Investing
- A Look at Piper Jaffray's 2001 Endangered Species Report
- Singapore Moving Away from the Harvard Model of Endowment Investing
- Barclays Capital’s Bearish Forecast for GEICO is Unwarranted
- U.S. News: 10 Great Mutual Funds You've Never Heard of
- Minding Your P/Es and Qs
- Pabrai: “I Don’t Invest in Tech Because I Spent Time In It”
- Insights on Executive Compensation from The Journal of Investing
- Must-Read Annual Letters by Public Company CEOs
- Rubin: “I Did Not Want Significant Operational Responsibility”
- Graham's P/E10 on Prospective Equity Market Returns
- Alan 'Shaggy' Greenspan: It Wasn't Me
- Exclusive Interview with Prem Jain, Author of ‘Buffett Beyond Value’
- A Look Back: Alfred Winslow Jones’s Hedge Fund
- Bogle: Alan Greenspan’s Testimony Was Disingenuous
- Jim Grant on Alan Greenspan's Testimony: 'Self-Exculpating Nonsense'
- Snapshot of G20 Interest Rate Policies
- Eric Sprott Stays Bearish on Economic Recovery, Bullish on Gold
- Kevin Byun on Equity Market Folly, Dangers of Protectionism, and 'Mr. Magoo' Pretenders
- Net-a-Porter: a New Media Success Story
- NPR Podcast: 'Shipping is Underwater'
- Greenspan: Those Who Predicted Housing Bubble are “Statistical Illusions”
- Aggregator Economics
- Downside Protection Report Highlights Top Ideas of the Month: Newly Public Insurance Company, Electrical Power Generator
- A Tide in the Affairs of Men
- Kraft’s Executive Compensation Policies Reward Value Destruction
- New European Value Report Reveals Top Two Monthly Ideas
- Munger: Wesco’s CORT and Precision Steel Units “Hammered” in 2009
- Darrah's Investment Thesis for Tetragon Financial Group (Euronext Amsterdam: TFG) (OTC: TGONF)
- Partnership with Plan Maestro of Variant Perceptions
- Charting Banking Series Introduction
- Charting Banking I: Interest Spread
- Charting Banking II: Net Interest Margin
- Charting Banking III: Funding
- Examining Middleburg Financial: David Sokol’s Favorite Bank?
- Learning From Michael Burry
- Portfolio Manager's Review: 100 Companies with Valuable Brands
- The Palaeontology of Michael Burry
- 'There’s Only One Maltese Falcon': A Profile of Carl Icahn
- 13 Bankers: The Wall Street Takeover and the Next Financial Meltdown
- New FREE Issue of 10x45 Bargain Hunter, Bi-Weekly Stock Screening Report for Value Investors by The Manual of Ideas
- Share Buybacks Gain Popularity as Stock Prices Rebound
- Michael Burry & John Paulson: Quirks? Or the Secrets of Their Success?
- A Response to S. Raj Rajagopal’s Short Case for Berkshire Hathaway
- 60 Minutes Interview with Michael Burry, Value Investor Who Bought CDSs on Subprime Mortgages
- Bain's Global Private Equity Report 2010
- A Conversation with George Soros at Hong Kong University
- Roundtable w/ Soros et al: Make Markets Be Markets
- Was Lehman’s CEO Criminally Negligent or Merely Incompetent?
- Darrah on KHD Humboldt Wedag: Not a Buy Despite Breakup
- Financial Middlemen Can Cost Up To 6% Annually
- A Closer Look at Berkshire’s Executive Compensation Policy
- Performance of 'Darwin's Darlings'
- Lehman Bankruptcy Examiner's Report: The Roles of Warren Buffett and David Einhorn
- Fiscal Chart of the United States, 1789-1870
- Hunting Wall Street's 'Endangered Species'
- Aaron Edelheit on Contango's 'Strange Foray into Gold'
- Berkshire’s Investment in BYD: A Bet on Wang Chuan-Fu
- Miguel Barbosa Interviews James Montier
- Hank Greenberg Ready to Testify About General Re Transaction
- Seth Klarman’s Twenty Investment Lessons of 2008
- Buffett Clarifies Retained Earnings Policy
- Toyota - A Few Observations
- Nooyi, Buffett on Pepsi and Coke
- Buffett on Currencies, Market Lessons & More
- Buffett on the Economy, Politics
- Buffett on Deal Making, Financial Regulation
- Buffett on Obama
- Buffett on Health Care
- Buffett on Succession Planning & Investing
- Buffett on Banks, Earthquakes & More
- New issue of Downside Protection Report is here
- Marty Whitman Reflects on Value Investing and Net-Nets
- New monthly issue of European Value Report Is Here!
- Volcker Rule Faces Resistance in Senate
- Lampert on Maintenance vs. Expansion Capex, Owner Orientation, Regulation and Politics
- Charlie Munger’s Latest Parable: Basically, It’s Over
- Snowstorm Losses May Exceed $2 Billion
- Burlington Northern Plans Expansion in Alabama
- Swiss Re Declares Intention to Redeem Berkshire Investment
- Net Current Asset Value and 'Net Net' Working Capital Backtest, Refined
- Kansas City Fed President Hoenig: Act Now to Address Fiscal Situation
- New Portfolio Manager's Review Is Here: The Superinvestor Issue
- From Cigar Butts to Business Supermodels
- Interesting Statistic on Credit Ratings and Subsequent Performance
- Toyota’s Recall Problems Illustrate Risks of Brand Erosion
- Buffett’s New CEO Shows Analysts, Hedge-Fund Managers to Door
- Global Value Investor Ori Eyal Discusses Favorite Investment Books
- Mary Buffett Gives Career Advice Based on Warren Buffett's Management Style
- The Kabuki Narrative
- Volcker: Euthanasia Rather Than Life Support for Failing Non-Banks
- Interactive World Agriculture Map
- Matt Darrah's Cautionary Thesis on Bunge (BG)
- A Look at Five Japanese 'Net Nets' with Market Caps of $1+ Billion
- Warren Buffett Interviews Former Treasury Secretary Paulson
- Syms: Overlooked Retailer with Large Real Estate Ownership
- Aaron Edelheit Names 'Off-the-Beaten-Path' Book That Made Him Better Investor
- Performance of Japanese Sub-Liquidation Value Stocks
- Predictably Clueless, Indianapolis Business Journal Article on Steak n Shake Misinforms, Stokes Fears About Biglari
- Turnabout is Fair Play: Guess Who Ran a Super Bowl Ad?
- Vintage Fund Manager Interviews
- Patient Capital's Vito Maida Speaks with Financial Post
- Book Review: Inside Larry & Sergey’s Brain
- Collection of Recent Investor Letters and Other Writings (new addition: Robert Hagstrom)
- Bill Ackman's Presentation on Kraft (KFT)
- Mary Buffett on what sets Warren apart; Warren's dinner table stories; Warren's move away from Graham-style investing; what Warren looks for in an investment; Warren's mistakes and disappointments; and post-Warren Berkshire Hathaway (exclusive audio)
- Bruce Berkowitz on Sale of Pfizer (PFE)
- Bruce Berkowitz on Bankruptcy Investing and Purchase of Debt in General Growth Properties (GGWPQ)
- Bruce Berkowitz on Purchase of Citigroup (C) Common Stock
- Bruce Berkowitz on CIT Group (CIT), Winthrop Realty Trust (FUR)
- Pepsi and Facebook: The Continued Ascendancy of Online Advertising
- Eric Schmidt Discusses Technology’s Impact on Younger Generation
- Ben Graham-Style Bargains in Japan
- Can Forced Recapitalization Solve the “Too Big To Fail” Problem?
- Mary Buffett on Warren Buffett's Compensation Philosophy and Leadership Style (exclusive audio)
- Sotheby's Auction a Winner as Sculpture Sells for £56 Million
- Will Steve Jobs Deliver Salvation for Newspapers?
- Mary Buffett on Warren Buffett, Ben Franklin and 'How To Win An Argument' (exclusive audio)
- Former Fed Chairman Paul Volcker on 'The Volcker Rule'
- Is Volcker Rule 'Dead on Arrival'?
- Wilbur Ross on Stuyvesant Town in New York City
- Robert Monks on (Lack of) Corporate Governance
- The Motives Behind Value Destroying Mergers
- New issue of Downside Protection Report is here
- Did Government's Q4 GDP Growth Estimate Overstate Reality?
- Davos: Global Economic Outlook
- Davos: Global Industry Outlook: Finance, Services and Media
- Davos: U.S. Economic Outlook
- Davos: Gates Foundation's $10 Billion Vaccines Program May Save 8 Million Lives
- P&G CFO Moeller on Earnings, Outlook
- Eli Lilly CEO Lechleiter on Earnings, Outlook
- Pepsico CEO Nooyi on The Economy
- Deutsche Bank CEO Ackermann on Financial Regulation
- Aetna CEO on Health Care Reform
- Nissan-Renault CEO Ghosn on Global Auto Industry
- ECB Chief Trichet on Banking Sector
- Coca-Cola CEO: Consumers 'Reset' by Recession
- Morgan Stanley's John Mack on Compensation
- Davos: Rethinking the Euro Zone
- Davos: Special Message by Li Keqiang, Executive Vice-Premier, State Council of the People's Republic of China
- Davos: Switzerland: Misfit or Model?
- Davos: Will India Meet Global Expectations?
- Davos: After the Financial Crisis: Consequences and Lessons Learned
- New issue of European Value Report is here
- Vodafone: Market Valuation Ignores Verizon Wireless Stake
- Opinion: "The Trend Is Your End"
- Soros: Greece Will Get its Books in Order
- Former Treasury Secretary Hank Paulson Admits The U.S. Government Printed $85 Billion To Bail Out AIG
- World Economic Forum: Global Risks 2010
- Public Pension Funds Attempt “Hail Mary” With Leverage
- Michael Mauboussin on Why Reversion to the Mean is Misunderstood
- The New Yorker on Richard Thaler
- Buffett on M&A Valuation: How to Evaluate an Acquisition
- GEICO May Soon Surpass Progressive's Market Share
- David Einhorn's Q4 2009 Letter to Investors in Greenlight Capital
- Learning From Lone Star's Acquisition of Lodgian (LGN)
- Hans Rosling Debunks Myths About Global Population Growth
- Larry Coats and Mohnish Pabrai Comment on Berkshire Hathaway (CNBC interview video)
- Montier on Net Nets: A Simple Quantitative Value Strategy
- General Re Settlement in AIG Case Closes Difficult Chapter
- Bill Ackman Discusses Kraft Stake (CNBC interview video)
- Buffett “Feels Poorer” Based on Terms of Cadbury Deal (CNBC interview video)
- Buffett on Berkshire’s Valuation: It’s at the Low End
- James Montier on 'how the EMH has damaged our industry'
- David Sokol of Berkshire Subsidiary NetJets Comments on Business Trends and Outlook
- New Portfolio Manager's Review Is Here!
- Will Buffett Boost Posco Stake?
- Comparing the Performance of Quantitative and Qualitative Hedge Funds
- Sokol Expects Profitable Year for NetJets
- Amit Chokshi on 'Another Bill Miller Snowjob'
- Greenbackd on Mean Reversion in Earnings
- Stop Buying Stocks and Start Buying Businesses
- Hershey’s Potential Bid for Cadbury Involves Buffett’s Favorite Banker
- Hayman's Kyle Bass On Fixing The System
- Better Than Publishing? Scientific Publishing
- AOL/Time Warner Post-Mortem
- The Sack of Dulles, Virginia: How AOL's Moat was Breached and Why Time Warner Should Have Seen it Coming
- 'BMMT Capital Partners': The Economics of New Media Investing
- Value Investing Within Business--Diamond Working Capital Edition
- Oak Value Fund’s Year End Letter
- Kevin Byun's Q4 Denali Investors Letter
- Huebscher's Interview with Fairholme's Bruce Berkowitz
- Empirical Finance Newsletter on Capacity Constraints, Profit Margins and Stock Returns (plus Stock Screen Results)
- Interview with Seth Klarman, Harvard MBA 1982
- Lessons from Bernstein, Rosenberg and Farrell
- The Positive Socioeconomic Impact of Mobile Telephony in Emerging Economies
- FREE New Issue of 10x45 Bargain Hunter (bi-weekly stock screening report for value-oriented investors)
- Spitzer Rips Government Regulators, Says Bureaucrats Routinely Promoted Beyond 'Point of Incompetence'
- Seth Godin: Internet Has Led To Tribalism, Not Homogeneity
- Bloomberg: Siegel Sees Stocks Rising 10%-15%, Mid-Year `Correction'
- AP: China overtakes Germany as biggest exporter
- An Entertaining Commentary on Natural Gas Economics
- Matt Darrah's Investment Case For Corporate Executive Board (EXBD)
- A Contrarian View on China
- Ori Eyal's Yearend 2009 Letter to Investors
- More on David Tepper, and the Best Performing Hedge Funds of 2009
- Avoid Relegating Investment Errors to the “Memory Hole”
- Chilling Piece on 'The Fall of Mexico'
- The Economist: Will London Lose Financial Center Status?
- Miguel Barbosa Interviews Tariq Ali of Street Capitalist
- Berkshire Hathaway’s Swiss Re Investment Pays Off
- Max Olson on Sardar Biglari, 'The Restaurant Investor'
- Why Buffett Refuses to Write Kraft 'Blank Check' in Cadbury Bid
- Book Review: Lessons From Andrew Ross Sorkin’s “Too Big To Fail”
- Inflation Debate Continues -- Should You Have a Sense of Urgency?
- Downside Protection Report -- 2009 Recap and Scorecard
- Nobel Laureate Joseph Stiglitz: 'Harsh lessons we may need to learn again'
- New Portfolio Manager's Review Is Here -- "2009 Losers, 2010 Winners?"
- Holiday Giving Guide: Make a Difference in Someone's Life Today (give $100 and receive FREE issue of Portfolio Manager's Review)
- Burlington Northern (BNSF) / Buffett Interview Transcript
- Wall Street Journal Profiles David Tepper, One of Biggest Hedge Fund Winners in 2009
- Eight Secrets of Success, by Richard St. John (video)
- Stefan Sagmeister: The Power of Time Off
- Debating the Economic Theories of Keynes and Hayek
- Are U.S. Stocks a Buy or Sell? Get the Expert View on Tobin's Q
- Niall Ferguson on Consuelo Mack WealthTrack (video)
- Exxon’s Acquisition of XTO Sends Bullish Signal on Natural Gas
- A Look at 10 Greenblatt-Style 'Magic Formula' Stocks
- Warren Buffett’s Patience Has Paid Off
- Checklists: What Investors Can Learn From The Healthcare Industry
- Prem Watsa: "We have been through many bubbles in 35 years. We know they cannot last for long."
- Jim Rogers Voices (Short-Term) Support for the Dollar
- Europe's Brashest CEO (and of its most successful)
- Empirical Finance Newsletter on Managerial Ownership and Equity Prices (plus Stock Screen Results)
- New York Times: U.S. Government's Ticking Debt Bomb, Illustrated
- Yara: A Company You Never Heard Of, But You Should Know
- Bethany McLean's Profile of Goldman Sachs in January Issue of Vanity Fair
- Burlington Northern: Has Buffett 'Lost His Mind'?
- Paolo Pellegrini's Letter to Investors, October 2009
- Lighter Fare: Message To Domino's (DPZ): Go Easy On Online 'Delicious Check'
- Bob Rodriguez of First Pacific Advisors on Consuelo Mack WealthTrack, November 27, 2009
- Dan Loeb's Q3 2009 Letter to Investors in Third Point
- Exclusive Interview with Don Fitzgerald of European Value Investment Firm Tocqueville Finance
- Latest Stock Screen Results: Neglected Gross Profiteers
- Check Out the Latest Issues of Acclaimed Manual of Ideas Publications
- Rodriguez Sounds Alarm On Government Debt
- Rogers: 'You don’t get rich investing in things you know nothing about'
- World's Largest Shopping Mall, But Where Are The Shoppers?
- Faber Says `Sky Will Be The Limit' for Rising Gold Price
- Beyond California: States in Fiscal Peril
- Can Gold Be Valued After All?
- China's Empty City of One Million
- The Global Economic Crime Survey: Economic Crime In A Downturn, by PricewaterhouseCoopers, November 2009
- W.P. Stewart Investment Seminar
- Best advice: Gates on Gates
- Bryan Burrough's Vanity Fair Profile of Marc Dreier
- Googled: A Tale of Creative Destruction at Warp Speed
- Zeke Ashton Talks Value Investing
- Portfolio Manager's Review -- The Superinvestor Issue, published on November 20, 2009 (excerpt of 131-page report)
- Interview with Bruce Greenwald (part 2)
- Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3
- George Soros on 'The Way Forward' (video)
- George Soros on Reflexivity in Financial Markets (video)
- Warren Buffett & Bill Gates at Columbia Business School (complete video)
- Paul Tudor Jones Documentary From 1987 (video)
- Charlie Rose Interviews Warren Buffett on The Economy, Philanthropy, Goldman Sachs, Burlington Northern, and much more (videos)
- Slides From Kevin Byun's Presentation to Columbia Business School Students, November 12, 2009
- Warren Buffett’s Advice For Enterprising Investors
- Transcript of the CNBC Town Hall event Warren Buffett and Bill Gates: Keeping America Great
- Rogoff Talks to Charlie Rose about Financial Crises (video and transcript)
- Edelheit on the Perils of Holding Cash -- U.S. Dollars, To Be Specific
- Latest Howard Marks Memo: 'Touchstones' (November 2009)
- Yale Guest Lecture by Carl Icahn
- Gates on Google's "Gigantic Success" (video)
- Gates on Apple's Steve Jobs (video)
- Buffett Talks Investment in Students (video)
- Bill Gates and Warren Buffett at Columbia University Today
- Warren Buffett Talks to University of Akron Students (Notes)
- Interview With Alice Schroeder: One Big Misconception About Buffett
- Interview with Bruce Greenwald
- The Manual of Ideas on R. C. Willey and How to Build a Business Warren Buffett Would Buy (audio)
- Cast of Characters in Galleon Insider Trading Case
- Reed Apologizes For Creating Citigroup, Says Glass-Steagall Should Not Have Been Repealed
- Want Proof That Market Experts Have No Clue? Watch Luis Rukeyser's Program One Week Before Crash of 1987
- Vintage Louis Rukeyser Interview Snippets with Peter Lynch and Phil Carret
- Warren Buffett's Interview with Business Wire CEO Cathy Tamraz, October 20, 2009
- Bill Ackman's Short Thesis on Realty Income (O)
- Paolo Pellegrini: 'Zero Confidence' in Federal Reserve
- Bill Ackman's Long Thesis on Corrections Corporation of America (CXW)
- Ori Eyal's Letter to Investors -- Includes Investment Thesis on Hilan Tech, Israel's Leading Payment Processor
- Berkshire Hathaway Accrues More Than $1 Billion in Derivative Gains in Q3 (plus full coverage)
- Jim Chanos' Presentation at Virginia Value Investing Conference, October 22, 2009
- Manual of Ideas Investment Thesis on Imation (IMN)
- Bruce Berkowitz Comments on Berkshire’s Acquisition of BNSF
- James Grant Rips Fed, Touts Gold
- Berkshire to Acquire Burlington Northern: A Closer Look
- Manual of Ideas Snapshot of Soon-to-Be Berkshire Hathaway Subsidiary Burlington Northern Santa Fe
- Prem Watsa: 'Smartest Guy In The Room'
- The CEU Lectures: George Soros on The Economy, Reflexivity and Open Society
- FREE New Issue of 10x45 Bargain Hunter, Featuring 10 Essential Stock Screens For Value Investors
- Charlie Munger on Booms and Busts (video)
- The Rational Walk’s 2009 Holiday Gift Guide For Investors
- Exclusive Interview with Max Otte, Ph.D., Professor of Corporate Finance at the Fachhochschule Worms, Germany
- Susie Buffett Talks About Warren Buffett (video)
- Washington Post CEO Don Graham Talks About Warren Buffett
- David 'Sandy' Gottesman Talks About Warren Buffett (video)
- Bill Gates Talks About Warren Buffett (video)
- BBC's Evan Davis Talks To Warren Buffett (video)
- Jeremy Grantham: Just Deserts and Markets Being Silly Again
- Simoleon Sense Interviews Greenbackd
- FREE Excerpt of New Issue of Portfolio Manager's Review -- The European Value Issue
- New Portfolio Manager's Review Is Here!
- Value Investor's Dilemma: To Invest or Not To Invest in Technology Companies
- Words of Wisdom From Buffett, Rodriguez, Grantham, Gross, Whitman, Rogers
- Interview with Daniel Och of Och-Ziff Capital Management
- Sanjay Bakshi on Persuasion Tactics
- More From Julian Robertson (video)
- Bill Miller's Optimistic Commentary -- Is It Too Optimistic?
- Jonathan Heller's Notes From Value Investing Congress
- Economist's Buttonwood Gathering -- The Videos
- Pabrai: "We will never see another Warren Buffett"
- The Wisdom of Seth Klarman
- Interesting Look at JP Morgan CEO Jamie Dimon
- Vanity Fair Excerpt of Andrew Ross Sorkin's New Book on Wall Street Crisis
- Morgan Stanley CEO’s Words to Tim Geithner
- Larry Summers at The Economist’s Buttonwood Gathering
- Galleon Due Diligence
- Joel Greenblatt Interview on CNBC
- David Einhorn's Speech at Value Investing Congress
- EXPIRING TODAY: Introductory Subscription Offer for European Value Report
- New 10x45 Bargain Hunter Is Here!
- Using Mortgage Debt to Hedge Against Inflation
- Miguel Barbosa's Interview with Sham Gad on the Six Essential Elements to Buying Companies Like Warren Buffett
- How to Research Companies Trading on European Stock Exchanges?
- Exclusive Interview with Tim McElvaine
- A Great FREE Way To Start Learning About European Companies and Accounting Standards
- Why Are Two of David Einhorn's Top Five Holdings European Companies?
- Key Quotes From Bruce Berkowitz's Recent Conference Call
- European Value Report Names Bloomsbury Publishing (London: BMY) Top Stock Idea of the Month
- European Value Report Names Austrian Post (Vienna: POST) Top Stock Idea of the Month
- Jim Simons Rides Off Into Sunset
- New Issue of Graham & Doddsville, a Value Investing Newsletter from the Students of Columbia Business School
- Sample Issue of European Value Report
- Bass: We are "in the midst of a once-in-a-lifetime (literally) economic shift"
- Greenbackd on Axcelis Technologies (ACLS)
- Tobin’s Q Now Bearish Long-Term
- Penetrating to the Essence of Private Equity Returns
- The Bearish View on Gold
- Empirical Finance Newsletter on The Stock Price Performance of Shell Companies (plus Stock Screen Results)
- Red Flags: Watch For These Words In SEC Filings
- The Manual of Ideas on Business Leader Henry Singleton, Founder of Teledyne (audio)
- Nine Companies Join List of Potential Activist Targets
- Paolo Pellegrini on The Market Outlook (video)
- Nagarajan: Persistent Job Losses Paint a Grim Picture for Recovery in 2010
- Kevin Byun's Q3 2009 Letter to Denali Investors
- Joel Greenblatt's Book Recommendations
- Brian Gaines's Book Recommendations
- The David Einhorn Page (Greenlight Capital) (updated)
- Notes From Fairholme Conference Call: Berkowitz Sticks to Time Tested Principles
- Paul Volcker with Charlie Rose (video)
- JUST RELEASED: Portfolio Manager's Review -- The "Magic Formula" Issue (FREE Excerpt)
- Ori Eyal's August Letter to Investors
- Notes From Pabrai Investor Meeting in Huntington Beach, CA, September 26, 2009
- Miguel Barbosa's Interview with Michael Mauboussin
- Einhorn Adds McGraw-Hill to Ratings Agency Short Trade (updated)
- Ariely on Predictable Irrationality
- Rosenberg: Equities Carry Too Much Risk
- Downside Protection Report Highlights Tejon Ranch, Imation
- Oaktree's Howard Marks: Letters Galore!
- CNBC Interview with Famed Hedge Fund Manager Julian Robertson of Tiger Management (video)
- Bill Ackman's September 18th Letter
- Faber on Why U.S. Government Will Fail, Current Investment Opportunities
- What Is Tobin's Q Telling Us About The Equity Market Outlook?
- Margin of Safety and Chris Flowers
- James Grant's Economic Outlook: Unorthodox, But Is It Correct?
- Warren Buffett’s “Desert Island” Economic Indicator
- A Look At Six Newcomers To Greenblatt-Style 'Magic Formula' List
- Empirical Finance Newsletter, September 2009 (plus Stock Screen Results)
- Pabrai's Presentation on Checklists in Investment Management (PDF)
- Pabrai Funds: Annual Meeting Notes By Simoleon Sense
- Warren Buffett Reflects on “Extraordinary Weekend” One Year Ago
- Buffett Lacks Enthusiasm for Kraft’s Cadbury Bid
- Does Multi-Tasking Work?
- The troubling side of Ben Bernanke
- Marc Dreier's Pre-Sentencing Letter to Judge Rakoff
- Pabrai's Inspiration For Investment Checklists
- Stiglitz: Financial System Not Fixed One Year After Lehman Collapse (video)
- Latest Endowment Update by Yale President Richard Levin
- Buffett and Bogle Urge Reforms to Address “Short-Termism”
- Prem Watsa's business style on display in financing deal
- Contrarian Stock Screen: Biggest Losers in 2009
- Preview: Exclusive Interview with Brian Gaines in Portfolio Manager's Review
- 25 Memorable Buffett Quotes
- Andy Kern's Thesis on CombiMatrix (CBMX)
- Contrarian Endowment Management Helps Manhattan's Cooper Union Thrive In Recession
- Great Read: Sequoia Fund Meeting Transcript
- Bill Gross: On the “Course” to a New Normal
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- Read New Issue of Downside Protection Report (and see complete scorecard)
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- FREE: Exclusive Interview with Zeke Ashton of Centaur Capital Partners, May 2009
- FREE Magic Formula Stock Screen Results: Top 45 Companies Meeting Joel Greenblatt's Investment Criteria
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- 17-Page Excerpt: Portfolio Manager's Review -- The Superinvestor Issue, May 28, 2009, by The Manual of Ideas
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- Mohnish Pabrai Lectures at Columbia Business School, April 21, 2009
- Ackman vs. Barron's on Target
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- Hidden Gem: Seth Klarman Interview at Endowment Management Seminar of the TIFF Education Foundation, July 2008
- Thoughts on Graham and Dodd's Security Analysis: Sixth Edition
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- Q1 Letter of Longleaf Funds
- Malcolm Gladwell at 92nd Street Y, January 2009
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- Berkshire Hathaway Annual Meeting Notes
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- Join Our Free Email List, Read Exclusive Interview with Tom Gayner of Markel
- New Issue of FREE Empirical Finance Research Newsletter (plus Stock Screen Results)
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- J. Carlo Cannell's Speech -- Live Blogging the Value Investing Congress
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- Charles de Vaulx's Speech -- Live Blogging the Value Investing Congress
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- Berkshire Weekend: Buffett, Munger on Goldman, GE
- Berkshire Weekend: Buffett, Munger on Future Living Standards
- Berkshire Weekend: Buffett, Munger on Setting CEO Pay
- Berkshire Weekend: Buffett, Munger on Worst-Case Scenarios
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- Berkshire Weekend: Buffett, Munger on Current Bear Market versus 1973/74
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- Berkshire Weekend: Buffett, Munger on BofA/Merrill Deal
- Berkshire Weekend: Munger on Berkshire's Future
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- Berkshire Weekend: Buffett, Munger on Contracts versus Understandings
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- Berkshire Weekend: Buffett on His Successor
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- Long-Term Capital Management should have been allowed to fail without government involvement
- Spread between mortgage rates and Treasuries at record high
- Tom Russo and Guy Spier on Global Value Investing (Video)
- "How To Get Fired As A Pension Fund Manager: Value in Unusual Places," with Josh Tarasoff of Greenlea Lane and Aaron Edelheit of Sabre
- Alice Schroeder on Why Warren Buffett Is Special (Video)
- It did not pay to play by the rules -- now what?
- Constellation Energy: A glimpse into Buffett's opportunistic modus operandi
- SHLD: Credit markets overstate Sears Holdings bankruptcy risk (a new look at real estate value)
- "Developments in the Investments Industry," with John Griffin of Blue Ridge, John Macfarlane of Tudor and Ken Shubin Stein of Spencer (Video)
- "Does the Implosion of the Shadow Banking System Give Classic Investing a Second Wind?" (Video)
- Industry update for Unitedhealth (UNH), WellPoint (WLP) and WellCare (WCG) investors
- Lighter fare -- Neil DeGrasse Tyson: Death by black hole
- Lighter fare -- Louis C.K.: Everything's "amazing," nobody's happy
- How would you like to double your money in the next 30 years? Yes, 30 YEARS!
- "The World's Largest Hedge Fund is a Fraud"
- Seth Klarman: Greenspan "aided and abetted the housing market excesses"
- Kian Ghazi Pitches Universal Technical Institute (NYSE: UTI) (Video)
- Ken Shubin Stein: Why American Express (NYSE: AXP) Is His Best Idea -- and a Talk on "The Psychology of Human Misjudgment" (Video)
- Yale Says "Best Estimate" of Endowment Drop Is 25%
- The Manual of Ideas Launches Tobin's Q Research Service
- Equities and Tobin's Q, 1900-2008 — Evaluating the Market Outlook in the Context of a Century of History, A Report By John Mihaljevic, CFA, Former Research Assistant to Economics Nobel Laureate James Tobin
- Resources
- Learning From the Late Richard Feynman (Video)
- Joseph Stiglitz on What the Government Should Do on Housing (Video)
- Madoff: How Does A Firm With $50 Billion Passing Through Get Away With Using a Three-Person Accounting Firm?
- Michael Milken: Leveraging big ideas to make change (VIDEO)
- Citadel Investment Group Freezes Redemptions
- The "Blue Chip" Myth
- Downside Protection Report on David Einhorn's Greenlight Capital Re (Nasdaq: GLRE)
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