Value Investing Resources

The Superinvestors of Graham-and-Doddsville [PDF-File]
The article is based on a speech that Warren Buffett gave at Columbia Business School on May 17, 1984 at a seminar marking the 50th anniversary of the publication of Benjamin Graham and David Dodd's Security Analysis.
http://www1.gsb.columbia.edu/valueinvesting/research/public_archives/DOC032.PDF

Warren Buffetts' Letters To Berkshire Shareholders 1977 - 2006
Warren Buffett's shareholder letters have come to occupy an important place in business, finance, economic and managerial theory.
http://www.berkshirehathaway.com/letters/letters.html

Graham´s Disciples: Value Investing [PDF-File]
Value investors are bargain hunters and many investors describe themselves as such. But who is a value investor?
http://pages.stern.nyu.edu/~adamodar/pdfiles/invphil/ch8.pdf

Honoring Benjamin Graham: The Father of Value Investing [PDF-File]
A slightly edited version of this work was published in the May 9, 1994 issue of Barron’s under the title, “Happy Birthday, Benjamin Graham: A Century after His Birth, His Legacy lives On”
http://bus.utk.edu/finance/fac_staff/Auxier/graham.pdf

Tweedy, Browne - Investment Research & Reports
Virtual "value library" containing original research and papers, authored and published by Tweedy, Browne Company LLC.
http://www.tweedy.com/content.asp?pageref=reports

Arnold van den Berg presentation, 24th January 2004 [PDF-File]
"If past bubbles are any indication, this one's aftermath will be a doozy." http://www.oid.com/.../CenturyMgmt2004/CenturyMgmtExcerpt2004.pdf

Large caps - an outstanding bargain and great opportunity [PDF-File]
OID interview with Arnold Van Den Berg, August 2006.
http://www.oid.com/.../CenturyMgmt082006/CenturyMgmtExcerpt2006.pdf

Articles

How Inflation Swindles the Equity Investor
The central problem in the stock market is that the return on capital hasn´t risen with inflation. It seems to be stuck at 12 percent. [by Warren E. Buffett, FORTUNE May 1977]
http://www.valueinvesting.de/en/inflation-equity-investor-by-warren-buffett.htm

Mr. Buffett on the Stock Market
The most celebrated of investors says stocks can't possibly meet the public's expectations. As for the Internet? He notes how few people got rich from two other transforming industries, auto and aviation.
http://money.cnn.com/magazines/fortune/fortune_archive/1999/11/22/269071/

Value Investing - A presentation by Mr. Sanjay Bakshi
When he was a 19-year-old student at University of Nebraska Warren Buffett read Benjamin Graham's second great book "The Intelligent Investor" and said the experience was similar to that of Paul on the road to Damascus. He saw the light.
http://www.capitalideasonline.com/articles/index.php?id=694

Of Course Investors Can Beat the Market
By Stefan Karlsson - Speculating in the stock market is a very popular activity. Millions of people do it regularly, and hundreds of millions of people around the world hire fund managers to let others trade for them. Yet, according to some economists, these people are just wasting their time.
http://www.mises.org/story/1599

Value Investing Websites

Global Value Investing
Financial Education Public Service: Investment Guide, Interactive Valuation Models, Analysis, Commentary, Resources.
http://www.numeraire.com/

Warren Buffett Secrets
The secrets of Warren E Buffet, the world's greatest investor, revealed.
http://www.buffettsecrets.com/

The Sandman's Place
Good collection of links to information on Berkshire Hathaway.
http://sandmansplace.com/

FUTILE FINANCE
On this website You will find many links related to some of the world's greatest investors.
http://futile.free.fr/3.html

StingyInvestor.com
Stingy stock research for the individual value investor.
http://www.ndir.com/

Whitney Tilson
Website from Whitney Tilson: Articles · Tilson Mutual Funds · Value Investing Congress · Value Investor Insight. Tilson Article Archive.
http://www.tilsonfunds.com/

Outstanding Investor Digest
Outstanding Investor Digest has one mission -- to bring you the most important ideas and insights of those money managers with the best long-term records in the business.
http://www.oid.com/