Category Archives: Value Investing

Reflection On My Framework

Yesterday, I had the fortune of being on the negative end of a price movement in one of my positions after an earnings call. It was only about a 10% swing after hours, but it was enough to make me … Continue reading

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Michael Price on Value Investing

I’m not sure I’ve heard someone so clearly define what it means to search after value in investing. I want to share this video because I believe Michael Price delivers the message of value investing from a perspective of success … Continue reading

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2008 Graham Dodd Luncheon Symposium — Seth Klarman, David Abrams, Howard Marks

2 of my personal investing heroes are featured in this one document. This is a transcript from the 2008 Columbia Business School, Graham + Dodd Luncheon as part of the Heilbrun Center for Graham and Dodd Investing. Seth Klarman is the … Continue reading

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