| 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 [email protected] |
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 |
| 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 |
| 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 |
