Value Ideas Blog
Reading Recommendations / Comments Section Working
First off, our comment section is working again after we resolved a plugin conflict. We are very glad to get feedback and thoughts on our work and are happy to respond. Secondly and once again, we want to share some of the best articles that we have encountered over the last time with you:
  • On patterns of failure: A great blog post including key factors of failure and how to avoid them. It contains a Munger-quote that we highlighted in our last book review. You might also consider subscribing.
  • Some thoughts on the gravity of the market and how long term investors can use it
  • A post on safe assets and how to invest in times of fear.
And in case you are still in need of some lecture after Christmas, perhaps on value investing in general, please take a look at the book list we have published on our website, including:
  • Competition Demystified: A Radically Simplified Approach to Business Strategy, Bruce C. Greenwald & Judd Kahn
  • Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger, Peter D. Kaufman
  • The Investment Checklist: The Art of In-Depth Research, Michael Shearn
  • The Outsiders: Eight Unconventional CEOs and Their Radially Rational Blueprint for Success, William N. Thorndike
  • Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor: Going Beyond Financial Myth-making, Seth A. Klarman
  • Value Investing: From Graham to Buffett and Beyond, Brunce C. N. Greenwald
  • Fooling Some of the People All of the Time: A Long Short Story, David Einhorn
  • Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports

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