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Monday, October 15, 2007

Interesting Investment Articles

Links to interesting articles:

The Compounding Success Theory: http://www.frips.com/cst.htm

Gaining an Investment Edge (Fool.com): http://www.fool.com/investing/small-cap/2004/12/03/gaining-an-investment-edge.aspx

Articles by Sanjay Bakshi http://www.sanjaybakshi.net/Articles.html

Diversification: http://www.wallstraits.com/main/viewarticle.php?id=854

Buffet & Soros Investment Rules: http://www.typepad.com/t/trackback/763/4651946

Buffet Q & A: http://www.getrichslowly.org/blog/2007/08/26/questions-and-answers-with-warren-buffett/

The Psychology of Investing: http://www.nari-assn.com/news/psychology_of_investing.html

Thoughts on Value Investing - Whitney Tilson: http://www.fool.com/news/foth/2000/foth001107.htm

How Do You Compare? Thoughts on Comparing Well - Michael J. Mauboussin, Legg Mason
http://www.leggmason.com/funds/knowledge/mauboussin/Mauboussin_on_Strategy_080906.pdf

The Superinvestors of Graham-and-Doddsville - Warren Buffet
http://www1.gsb.columbia.edu/valueinvesting/research/public_archives/DOC032.PDF

How to Evaluate Management (6 part series): http://www.fool.com/specials/2001/sp010802.htm

Sustainable Competitive Advantage:
1. http://www.fool.com/boringport/2000/boringport000228.htm
2. http://www.fool.com/news/foth/2001/foth010306.htm
3. http://www.fool.com/news/foth/2001/foth010807.htm

How to Go Beyond the Financials : http://www.fool.com/news/foth/2001/foth010904.htm

Applying Behavioral Finance to Value Investing: http://www.tilsonfunds.com/TilsonBehavioralFinance.pdf

1 comments:

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
http://www.lulu.com/content/3215722

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.