Value Investing Newsletters
An excerpt from the Fall 2011 issue:
This issue features a trio of legendary value investors, who honored us with their time and sage advice. One thing became crystal clear: there is no single “right” way to practice value investing. Each successful value investor adapts the practice to his or her own style, although Graham & Dodd and their famous disciples remain an inspiration to so many of us.
We start off this issue with Lee Cooperman ’67, founder, Chairman and CEO of Omega Advisors, Inc. Mr. Cooperman reflects on the path of his incredibly successful career, describes how his firm constructs its portfolio, and outlines the theses behind a few of his top investment ideas.
We also had the privilege of speaking with Gabelli Asset Management (GAMCO Investors) founder, Chairman and CEO Mario Gabelli, well-known value investor and alum of Columbia Business School‘s class of 1967. Mr. Gabelli provides his approach to security analysis and discusses his interest in BEAM, National Fuel Gas and The Madison Square Garden Company.
Our third interview is with veteran value investor Marty Whitman, Third Avenue Management’s Chairman and Portfolio Manager, and an Adjunct Professor of Distress Value Investing at Columbia Business School. Mr. Whitman shares his thoughts on some compelling areas of investment opportunity, discusses his approach to company valuation and describes some of his firm‘s most successful investments.
For past issues and a good blog: http://www.grahamanddoddsville.net/
The Birth of the Federal Reserve by Murray Rothbard–a devastating indictment of the Fed.