Library

Articles

Try it Out...On Learning

Gold Miners 2012 - Money Making and Not Expensive

Sell the Trades, Hold the Business Models

Lessons from the Last Bear

A Walk in the Sand

Views on Change

I Can Sleep on Windy Nights

Valuation and Growth Approaches in the Current Market

Once Bitten, Twice Shy

Pre-Commitment

Expanding the Circle of Competence

Distractions for Fundamentals Value Investors

Horseplayers

An Important Learning Sentence from Warren’s 2010 Letter

Clash of the Titans - The 2009 Banking Version

NCR Corporation: Defined Benefit Nightmare

The Timing of Fear and Greed

Know Your Intrinsic Values

A Few Lessons from the Past 7 Months

Eric Houssels' shareholder letter; Two Companies Built to Endure and Prosper in Financial Crisis

NOS, SAAPs, and EPM

Everything I Ever Needed to Know about Investments I Learned at the Racetrack Part III

Everything I Ever Needed to Know about Investments I Learned at the Racetrack -- Part II

Everything I Ever Needed to Know about Investments I Learned at the Racetrack -- Part I

Accumulated Novelty: the Hairdresser Phenomenon

The Bears Came Out – a Pep Talk

Single-mindedness of Model: the Problem with Model-based Decision-making

Canterbury Park: Off to the Races….. Someday

The Power of Doing: The Lesson of Light Switches

The Falling Knife

On Promoters – a Tale of Caution

A Reluctant Look from the Top Down

Walmart: How Can All These People Be Wrong?

The art of selling

"Too Much Information"

Ben Graham's Warning on Extrapolation: Where Are We Now?

The Gambler

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The Graveyard

1-800-Flowers.com


General Electric

hyth

Irwin Financial

Land America Financial

Pinnacle Airlines

Redwood Trust

Sears Holdings

Six Flags

USG

Whole Foods, Hole (in the) Wallet

Good Reads

http://www.marilynvossavant.com/articles/gameshow.html
An excellent game of logic

http://www.nationalreview.com/dreher/dreher121802.asp
Analogizing the Western world’s 21st century great challenge with one of the great epics of all-time

http://nymag.com/news/features/17574/
A thought-provoker on basic happiness

http://www.washingtonpost.com/wp-dyn/content/article/2007/04/04/AR2007040401721.html
A great, true story on paying attention to what is around us, at all times

http://www.wired.com/wired/archive/5.02/ffsimon_pr.html
An important piece on challenging the emotional and the popular with facts and sound reasoning

http://www.berkshirehathaway.com/letters/letters.html
Warren Buffett’s letters to shareholders

http://www.searsholdings.com/invest/archives/
Eddie Lampert’s messages to shareholders

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Bibliography

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It’s Your Ship; Abrashoff, D. Michael. Warner Business Books, 2002.

Seeking Wisdom: From Darwin to Munger; Bevelin, Peter. PCA Publications, 2007.

Rules of Civility; Brookhiser, Richard. The Free Press, 1997.

Buffettology; Buffett and Clark. Rawson Associates, 1997.

Good to Great; Collins, Jim. HarperBusiness, 2001.

Real Money; Cramer, James. Simon & Schuster, 2005.

The Essays of Warren Buffett: Lessons for Corporate America; Cunningham, Lawrence. Lawrence Cunningham, 2000.

Contrarian Investment Strategies: The Next Generation; Dreman, David. Simon & Schuster, 1998.

Mindset; Dweck, Carol S.; Random House, 2006.

Conspiracy of Fools; Eichenwald, Kurt. Broadway Books, 2005.

Common Stocks and Uncommon Profits; Fisher, Philip. John Wiley & Sons, 1996.

hacked by hasani_farhad; Graham and Dodd. McGraw-Hill, 1934.

The Intelligent Investor; Graham, Benjamin. HarperBusiness, 1973.

The Age of Turbulence: Adventures in a New World; Greenspan, Alan. Penguin Press, 2007.

The Warren Buffett Portfolio; Hagstrom, Robert G. John Wiley & Sons, 1999.

The Education of a Coach; Halberstam, David. Hyperion, 2005.

Active Value Investing; Katsenelson, Vitaliy N. John Wiley & Sons, 2007.

Running Money; Kessler, Andy. HarperCollins, 2004.

The Singapore Story; Lee Kuan Yew; Prentice Hall, 1999.

Reminiscences of a Stock Operator; Lefèvre, Edwin. John Wiley & Sons, 1994.

Moneyball; Lewis, Michael. W.W. Norton & Company, 2004.

Warren Buffett Speaks; Lowe, Janet. John Wiley & Sons, 1997.

Damn Right!; Lowe, Janet. John Wiley & Sons, 2000.

One Up on Wall Street; Lynch, Peter. Penguin Press, 1989.

John Neff on Investing; Neff and Mintz. John Wiley & Sons, 1999.

The Best-Laid Plans; O’Toole, Randal; Cato Institute, 2007.

Fortune’s Formula; Poundstone, William. Hill and Wang, 2005.

Where are the Customers' Yachts?; Schwed, Jr., Fred; John Wiley & Sons, 2006.

John Maynard Keynes; Skidelsky, Robert; Penguin, 2003.

Too Big To Fail; Sorkin, Andrew Ross; Viking, 2009.

Wooden on Leadership; Wooden, John and Jamison, Steve; McGraw-Hill, 2005.