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Monday, October 15, 2007

Interesting Investment Articles

Links to interesting articles:

The Compounding Success Theory:

Gaining an Investment Edge (

Articles by Sanjay Bakshi


Buffet & Soros Investment Rules:

Buffet Q & A:

The Psychology of Investing:

Thoughts on Value Investing - Whitney Tilson:

How Do You Compare? Thoughts on Comparing Well - Michael J. Mauboussin, Legg Mason

The Superinvestors of Graham-and-Doddsville - Warren Buffet

How to Evaluate Management (6 part series):

Sustainable Competitive Advantage:

How to Go Beyond the Financials :

Applying Behavioral Finance to Value Investing:


budlab said...

Take a look at “The Four Filters Invention of Warren Buffett and Charlie Munger. Two Friends Transformed Behavioral Finance.” Paperback. ISBN 978-0-6152-4129-6

Description: "The Four Filters Invention of Warren Buffett and Charlie Munger" examines each of the basic steps they perform in "framing and making" an investment decision. This book is a focused look into this amazing invention within "Behavioral Finance." The genius of Buffett and Munger's parsimonious four filters process was to "capture all the important stakeholders" in a "multi-variable" equation or formula. Imagine...Products, Enduring Customers, Managers, and Margin-of-Safety... all in one mixed "qual + quant" formula. Other important ideas are embedded in each chapter. The book can be used as a supplemental textbook in a Valuation or Decision Sciences course.