Value Investing World
Tuesday, August 26, 2008

Investing in Sustainably Advantaged Businesses - TWST Interview with Larry Coats of Oak Value

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We define good businesses as those that we believe have the ability to produce predictable and growing excess cash. The predictability compo...

The Stock Screen

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The Stock Screen - Second Quarter 2008 - ... Screening criteria is posted HERE . -
Tuesday, August 19, 2008

Confessions of a risk manager

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Why did banks become so overexposed in the run-up to the credit crunch? A risk manager at a large global bank—someone whose job it was to ma...

Why Technology Hasn't Saved Us From Inflation (but still can)

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Technology can be a powerful deflationary force. Thanks to Moore's Law (the remarkable ability of computer technology to double in power...
Friday, August 15, 2008

Known and unknown unknowns

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The world’s largest machine is about to open for business. It will, however, only scratch the surface of the universe - WELL, it is about to...

Bruce Berkowitz Stays In The Sunshine

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Bruce Berkowitz must be disappointed that the current Olympic Games program doesn't include professional money management in the competi...
Tuesday, August 12, 2008

Jean-Marie Eveillard - Value Investor Insight - May 30, 2008

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JME: For the past 30 years we’ve sort of floated in style between Ben Graham and Warren Buffett. Graham’s approach is static, quantitative ...
Thursday, August 7, 2008

Oaktree - Howard Marks: Letter to Clients

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Of the two things I think are most wrong about American business, the worst is short-termism. (The other is the ability of executives to th...

GMO - Jeremy Grantham: Q2 Letter

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In the meantime, we are living increasingly beyond our means, and Mr. Market is about to help us reconsider our behavior. This century will ...
Thursday, July 31, 2008

Video: A Conversation with Charlie Munger

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DuBridge Distinguished Lecture: A Conversation with Charlie Munger California Institute of Technology March 11, 2008 Video length: 106 minut...
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