Value Investing World: Charlie Dreifus on WealthTrack

Monday, January 4, 2010

Charlie Dreifus on WealthTrack

Posted by Joe Koster at 1/04/2010

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Joe Koster: Email: valueinvestingworld@gmail.com Twitter: @VInvestingWorld

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About VIW

Value Investing World is a blog dedicated to promoting the multidisciplinary approach to investing and development of – as Charlie Munger describes it – a latticework of mental models. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines that it thinks worth reading or watching, and will occasionally post investment ideas that it thinks are worthy of either investment or further investigation by those with a value investing philosophy.

Miguel's Corner

Simoleon Sense

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Useful Links and Other Recommended Reading

Buffett Partnership Letters
Berkshire Hathaway Shareholder Letters
Berkshire Hathaway Owner's Manual
Warren Buffett - A Compilation
Buffett FAQ
Charlie Munger - The Art of Stock Picking
Charlie Munger - Academic Economics
Charlie Munger - The Psychology of Human Misjudgment
Charlie Munger - 2007 USC Law School Commencement Notes
Poor Charlie's Almanack
An Investing Principles Checklist from Poor Charlie's Almanack
Interview with Peter Bevelin
Second Interview with Peter Bevelin
Oaktree - Howard Marks Memos
GMO
Select Articles by Whitney Tilson
Tweedy, Browne Papers and Speeches
CAP at Columbia
Legg Mason Funds: Mauboussin Commentary
BFBV @ MDI
Martin Capital Management Annual Reports
Apollo Investment Management - Reports and feature articles
Hussman Funds
Fairfax Shareholder Letters
Francis Chou's Annual Letters
Grant's Interest Rate Observer
Value Investor Insight
Outstanding Investor Digest
Sandman's Place
Corner of Berkshire and Fairfax
Simoleon Sense
Farnam Street
My Investing Notebook
Reflections on Value Investing
ValueWalk
Dah Hui Lau (David)
News from 1930
Rational Angle
FutureBlind
Pat Larkin's Value Journal
The Manual of Ideas Blog
Street of Walls
Street Capitalist
The Inoculated Investor
GuruFocus
The Big Picture
Mises Institute
Yahoo Finance
EDGAR Company Filing Search
Nasdaq - Search Institutional and Manager Holdings
Stock Buyback Announcements
Insider Trading Activity
SEDI - Canada Insider Buying
Canada Insider Buying
Magic Formula Investing
Greenblatt / Magic Formula Related Screen
The Manual of Ideas
Value Investors Club
52 Week Low List
TED
The Teaching Company
Edge
Khan Academy
Academic Earth
OpenCourseWare
MIT OpenCourseWare
Open Yale
YouTube EDU
Open Culture
FORA.tv
Free Large Educational Video & Audio Library
Coursera
A Reading Odyssey
The Economist
The Gates Notes

All-Time Favorite Posts

Favorite Quotes
Charlie Munger - USC Law School Commencement - May 13, 2007
Charlie and Checklists
An Investing Principles Checklist from Poor Charlie
Fully Translated: Li Lu's Foreword to Poor Charlie's Almanack
Interview with Peter Bevelin, author of Seeking Wisdom - from Darwin to Munger
Second Interview with Peter Bevelin
Interview with Andrew Boord
Ben Franklin's 13 Virtues
Ben Franklin - 3 Essays - The Ephemera; The Whistle; Franklin and the Gout
Ben Franklin and the Junto
Ben Franklin on Humility (and some crafty advice on persuasion)
Nassim Taleb on Seneca
Seneca quotes (on time)
Welcome Disagreement. Avoid Argument.
Herbert Simon quote on the value of mental models
Seth Klarman quote and some thoughts on deliberate practice in investing
Warren Buffett quote on filters
Quote (on success, failure)
Howard Marks on defensive investing
Warren Buffett on Diversification - 1966
Warren Buffett’s Comments on Inflation
Fortune: December 2001 - Warren Buffett on the Stock Market
Berkshire Hathaway 2007 Annual Meeting - Valuation/IRR Question
Thomas W. Phelps on opinions
It’s a matter of reading and asking questions
Tariq Ali’s Notes from Li Lu’s 2010 Lecture at Columbia
Warren Buffett's 2007 Shareholder Letter
Warren Buffett's 2008 Shareholder Letter
Seth Klarman Letters: 1995 - mid 2001
What's the point of macro? - By: Dylan Grice
Tradewinds - David Iben’s September 2010 Commentary: Slumdog Millionaire
Complex systems: Ecology for bankers
Ricardo Semler Lecture: Leading by Omission
Hussman Weekly Market Comment: Tending Seeds - Reacting, Responding, Planting, and Watering
The Effect that Buying with a Margin of Safety has on Your Returns
The Effect of Discount Rates on Intrinsic Value
Selling Cash-Secured Put Options
Market Valuation, Revulsion, and a Few Things on the Horizon
Food, Freedom, and Economic Natural Selection
Steve Keen: Behavioral Finance Lectures
Staying within the Circle
The Capacity of Self-Control
What it takes to be great
THE CHECKLIST - by Atul Gawande
The Most Astounding Fact About the Universe

Disclaimer

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services by Chanticleer Investment Partners ("CIP") or any other entities related to or owned by CIP's parent company, Chanticleer Holdings, Inc. No reference to any specific security constitutes a recommendation to buy, sell or hold that security or any other security. Nothing on this website shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained on the website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. In preparing the information contained in this website, I have not taken into account the investment needs, objectives and financial circumstances of any particular investor. This information has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient of this information and investments discussed may not be suitable for all investors. Any views expressed on this website by me were prepared based upon the information available to me at the time such views were written. Changed or additional information could cause such views to change. All information is subject to possible correction. Information may quickly become unreliable for various reasons, including changes in market conditions or economic circumstances.

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