Value Investor Insight

Apr 2015- Chris Davis, Francois Ranchon

Feb 2015- Pzena

Jan 2006- Jeff Ubben

Nov 2015- Spinoffs, Murray Stahl

Dec 2011- Akre

June 2011- Gayner

May 2006- Gayner

Columbia Business School Letters

The Graham and Dodd Luncheon Symposium- Abrams, Klarman, Berkowitz, Ackman

Ackman, Corsair- Winter 2015

Greenblatt, Loews, Royce- Fall 2012

Van Den Berg, Denali- Spring 2014

Glenn Greenberg- Spring 2010

Sanjay Bakshi

7 Intelligent Fanatics from India

What Happens When You Don’t Buy Quality? What Happens When You Do?

Value Investing the Sanjay Bakshi Way 2.0

Floats and Moats

Roller Coaster Investing

Michael Mauboussin

Measuring the Moat

What Does a Price-Earnings Multiple Mean?

Capital Allocation: Evidence, Analytical Methods, and Assessment Guidance

ROIC Patterns and Shareholder Returns

Disbursing Cash to Shareholders

Capital Allocation (Updated)

Tweedy Browne

VALUE INVESTING and BEHAVIORAL FINANCE Presentation by Christopher H. Browne- 2000

What Has Worked in Investing

Tom Murphy/Cap Cities

HBS Interview with Tom Murphy

The Amazing Cap Cities Roll Up- Andvari

Aswath Damodaran

ROE, ROC, ROIC: Measurement and Implications

Horizon Kinetics


Sergio Marchionne

Confessions of a Capital Junkie