Value Investing Resources

PDF's (September 2014)
Fifty years in wall street
Bill Ackman Valeant Presentation - The outsiders
Exploiting Emotional Investing
Principal Agent problem
Amazon Letter
Dare to be great - Howard Marks

PDF's (Mar 2014):
Like Tiger Like Cubs
Principles of Investing Success
BRK Letter
CAPE Crusader
Methods to Improve Decision Making - Credit Suisse
Munger on Corporate Governance
Financial Shenanigans
Munger on Relaxo 
End of Behavioural finance - Thaler
Ted Weschler
A Compilation of Meryl Witmer’s Barron’s Roundtable Picks: 2002-2014 
Chieftain Capital Barron’s Profiles
How I Made a Killing in the Stock Market
The Rediscovered Benjamin Graham

PDF's (Jan 2014):
Forbes on buffet
Lessons from a dozen years in investing
Quality dimension of value investing
Value investing - CBS
Keynes - Value Investor
Top 10 pet peeves
Knowing the world - Derman
An experienced view on investing - Fama
The crime of underperformance
All in investment expense
Michael Burry - case studies


Blogs: 
http://www.valuewalk.com/category/value-investing-2/
http://www.valueinvestingworld.com/
Things that make you go hmmm: http://www.mauldineconomics.com/ttmygh
http://www.paulgraham.com/articles.html
www.mebanefaber.com
http://www.grahamanddoddsville.net/?page_id=28
http://www8.gsb.columbia.edu/valueinvesting/
http://www.stockspinoffs.com/
http://frmocorp.com/commentary.html
Some good timeless readings:
Berkshire letters: http://www.berkshirehathaway.com/
http://www.wescofinancial.com/
http://ify.valuewalk.com/wp-content/uploads/2013/10/WhatHasWorkedFundVersionWeb.pdf
Henry Singleton: Teledyne Case Study of Capital Allocation | Outlier Allocators http://bit.ly/1auIwkZ
A Dozen Things I’ve Learned from Bill Ruane about Investing | 25iq http://bit.ly/1bYaqoB
Jorge Paulo Lemann - What I Learned at Harvard http://www.scribd.com/doc/169640518/Jorge-Paulo-Lemann-What-I-Learned-at-Harvard …Popular Delusions GutenbergLetters from the Chairman: http://www.oaktreecapital.com/memo.aspx
Charlie Munger essays: http://www.valueplays.net/wp-content/uploads/The-Best-of-Charlie-Munger-1994-2011.pdf
http://www.sherlockinvesting.com/articles/sherlock.htm
http://www.grahamanddoddsville.net/wordpress/Files/Gurus/Christopher%20Browne/Value%20Investing%20and%20Behavioral%20Finance%20-%20Chris%20Browne%20to%20Colubia%20Business%20School.pdf
http://www.rbcpa.com/benjamin_graham/Graham-Newman_letters.html
http://www.rbcpa.com/WEB_letters/WEB_Letters_pre_berkshireTURNEDOFF.html
http://www.grahamanddoddsville.net/files/buffett__superinvestors_of_graham_and_doddsville.pdf
http://www.tilsonfunds.com/all_time_favorite_articles.php
 More timeless readings: 
http://www.valuewalk.com/timeless-reading/

 Timeless Videos:
Michael Mauboussin On The Success Equation
Value investing lecture : Columbia Business School Echo360
Value investor Monish Pabria
John Law and the Mississippi Bubble - YouTube
Third Avenue CEO On Deep Value Investing [VIDEO]


Michael Mauboussin Links:
Untangling skill and luck
Decision making 
Measuring the moat
Pitfalls to avoid  
Think twice : An interview 
The role of social context 

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