The following are a collection of articles that we have been reading.

 

                                                     Article Date added to Site

 

Special Situation Investing Classes at Columbia University Business School  Joel Greenblatt September 7, 2005 -    (Excellent, long and very technical.  300+ pages)  Notes prepared by the always excellent aldridge56@aol.com March 1, 2013
Absence of Fear by Robert Rodriguez June 28, 2007 February 28, 2013
The Graham + Dodd Luncheon Symposium Transcript October 2, 2008 February 28, 2013
50 Year Chart of all DJIA Companies through 2012 February 28, 2013
WALL STREET AND THE FINANCIAL CRISIS: Anatomy of a Financial Collapse MAJORITY AND MINORITY STAFF REPORT PERMANENT SUBCOMMITTEE ON INVESTIGATIONS UNITED STATES SENATE May 24, 2011
Factors needed to make money in the stock market - Walter Schloss October 13, 2008
Seth Klarman Interview from Alpha Magazine - June 25, 2008 August 28, 2008
Jim Chanos: A Short-Seller Comes To Stanford (June 24, 2008) August 28, 2008
Leveraged Losses: Lessons from the Mortgage Market Meltdown (From Brandeis University) March 3, 2008
Damodaran ROIC: Measurement and Implications July 2007 February 26, 2008
Seth Klarman Speech to MIT on 10/20/07 January 16, 2008
Investing Books 101 - Interesting Article on great investment books December 14, 2007
Sales vs. Financing in regards to Securitizations - Very technical December 14, 2007
William Seidman article by American Banker - very worthwhile read December 14, 2007
Article on ROIC (Return on Invested Capital)  from 1996 June 12, 2007
Various Walter Schloss Writings which were emailed to us June 12, 2007
David Schiff on Insurance Investing - very excellent article from January 2000 May 29, 2007
What we can Learn from Phil Fisher (Forbes Oct 19, 1987) January 2, 2007
Strategies of Great Investors - John M. Longo, Ph.D., CFA January 23, 2006
Sir John Templeton Interview February 23, 2005
Confusions about Social Security - by Paul Krugman February 10, 2005
"Back to Basics: Warnings of Impending Pain  by Jeremy Grantham July 28, 2004
The PERG Ratio by Javier Estrada July 13, 2004
A Valuation Analysis of Employee Stock Options by Ammann and Seiz July 13, 2004
Viewpoints of  a real estate crisis ( warning this is politically biased and not necessarily our views) July 13, 2004
Real Estate and Business Cycles ( written in 1991) July 13, 2004
Stock Option Compensation artice in The CPA Journal June 2004 Issue June 17, 2004
Article on 2004 Berkshire Hathaway Annual Meeting Comments June 15, 2004
Motley Fool article on speech given by Charlie Munger on October 3, 2003. June 14, 2004