Excellent Links From When I Was Writing How To Value Invest Part 2

In Part 1 of this series I posted links about how Whopper Investments got into the Value Investors Club, Berkshire Hathaway, Moats, a fantastic new blog, and other links with excellent information.

Part 2 will contain a gold mine of information about and from Sanjay Bakshi (The Fundoo Professor), how to value gold mining companies, How Zynga went from a powerhouse to a has been, free Wharton Business School classes, and much more.

Value Investing The Sanjay Bakshi Way Part 1

Value Investing The Sanjay Bakshi Way Part 2

Value Investing The Sanjay Bakshi Way Part 3

Value Investing The Sanjay Bakshi Way Part 4

A list of nearly 50 articles, talks, and interviews from and about Sanjay Bakshi.

http://www.safalniveshak.com/  The entire blog is amazing and highly recommend that everyone goes back and looks through the whole blog.

The treasure trove of information above I got from John over at Shadowstock and is why it took me a little while longer than I thought it would to get back to researching companies.  There is so much good information on the sites above that it could take weeks or months to go through it.  Thanks a lot John as the information above is some of the best I have learned from in a long time and hope that you all will learn a lot from it too.

Gold Mining Case Studies from CSInvesting.

How Zynga Went From Social Gaming Powerhouse to Has-Been.  Long but excellent article from Arstechnica.

Wharton Puts Its First Year MBA Courses Online For Free.  I have not signed up for these and do not plan to take them but thought I would put them on here for anyone who may be interested.

The Buffett Formula On How To Get Smarter.  Another fantastic article from Farnam Street.

Thank You To Everyone Who Has Read This Blog

I just wanted to say thank you to everyone around the world who reads this blog for everything including the conversations I have had with some of you, the help, encouragement, and understanding since starting this value investing journey.  Without you reading and helping me, the book that launches tomorrow would not have been possible and I would not be nearly the value investor that I am today.  Thank you all so much, I appreciate you all immensely, I hope you have learned as much as I have from this site, and I plan to continue to bring you the best valuation and analysis articles and value investing related content possible.


I also wanted to share below the Dedication and Acknowledgements pages from How To Value Invest where I thank specific people for all that they have done in helping get the book together.

I am so excited to share the book with everyone tomorrow!  Some time late tonight I will send out copies of the eBook early to those of you who have preordered as a thank you for preordering.  For everyone else the book will be available for sale sometime tomorrow morning.


For my wife, kids, and family.  Thank you for being there over the years and supporting me through everything.  I would not have been able to do this without you.


“If I have seen a little further it is by standing on the shoulders of Giants.” Sir Isaac Newton

Thank you to John from CSInvesting, Red from The Red Corner Blog, Taylor From Valueprax, Jeff, from Ragnar Is A Pirate, John from Shadowstock, The Brooklyn Investor, The Fundoo Professor, and all other value investing and related blogs for sharing your knowledge, conversations, and encouragements over the years.  You all have had an extraordinary impact on my life and me as an investor and I would not be where I am today without all of you.  Thank you so much.

Thank you to Dr. Wes Gray and Tobias Carlisle, authors of Quantitative Value, for your opinions and encouragements.  This book is infinitely better because of the feedback from you both.

Thank you to Benjamin Graham, Warren Buffett, Seth Klarman, and Joel Greenblatt for sharing your experience and wisdom with the world.

Thank you to Tim Ferriss for sharing how to hack the world and sharing your adventures.  Without the Four Hour Work Week and the sharing of your amazing life adventures I would have never had the motivation to finish writing this book.

Thank you to Dean and Eda Nelson, Chen Vincent, Kevin McKenna, and Amir Yizhaki for believing in the book enough to preorder it.

Article Update and Weekend Reading Links

I have finished up all three articles in my now shortened series and will proofread and do some light editing over the weekend and post them as soon as possible after I am able to acquire the shares I want.

Psy Blog-How Long To Form A Habit.

Hardcore value-Amazon, Apple, and The Beauty Of Low Margins.

Distressed Debt Investing-One Of Warren Buffett’s Greatest Trades.

CSInvesting-Video Lecture Course On Security Analysis and The Intelligent Investor.

Share Sleuth-Finding Hidden Debt.

Can’t Eat Value’s Blog-What’s Your Investing Edge.

Oddball Stocks-Value Momentum, Speculating On Recovering Net Nets.

The Equity Desk-Benjamin Graham: An Investing Legend.

Ragnar Is A Pirate-Fraud, Bankruptcy, and Ethanex.

25iq.com-Charlie Munger On The Psychology of Human Misjudgement.


Wexboy-Why I Write…

The Globe and Mail-Article By GreensKeeper Asset Management Principle Michael McCloskey.

Distressed Debt Investing-My Three Favorite Quotes From Baupost’s 2012 Year End Letter.

Graham And Doddsville-Legacy Of Benjamin Graham.

Wexboy-The Great Irish Share Valuation Project Part IV.

GuruFocus-Answers From Tom Gayner’s Interview With Guru Focus.  Thanks for the link Obtuse Investor.

Sahara Investing-Triyards Holdings.

World Financial Review-Repeatability: How Companies Create Enduring Businesses In A World Of Change.

CSInvesting-More Valuation Case Studies.

An Update, New Translation Page, and Links

As you might have noticed at the top of the page is now a translation page where you can translate the entire blog into many different languages.  I found something similar to this a few days ago but could not get it to work on the blog so I enlisted the help of my brother and he got the translation page working, thanks a lot Kev.  This also means that the short-lived Mandarin Value Investing Journey is also not now needed and will be going away.  I am sure the 20 of you who visited the mostly untranslated site will miss it dearly :).

A quick update on where I am at with the process of my article series.  I have now finished up the first two articles of the series and as you know I had planned to write articles on one or two more companies and then do a conclusion article.  Two of the companies I was planning on writing articles on I have been asked not to by the person who recommended them to me because he is planning on writing articles about them.  I am still going to read those companies annual reports and other filings but will not be writing articles about them so this has turned into a three-part series covering the two companies I have already written articles about and the conclusion article where I decide which of them to buy.  I will hopefully have the whole series posted as soon as possible.

“Things do not happen–they are brought about by careful planning, diligence, application, and direction.”George Mecherle, Founder of State Farm Insurance.

Valueprax-This One Is Personal.

25iq.com-Charlie Munger On The Importance Of Worldly Wisdom And Consistently Not Being Stupid.

CP-Africa.com-Meet 31 Year Old Ashish Thakkar-Africa’s Youngest Billionaire.

OTC Adventures-International Wire Group Is Cheap, But Is It Safe (ITWG)

Valuewalk-Baupost Group’s Seth Klarman Sees “50 Shades Of Value” In The Market.

Valueinvestingblog.net-CASA Holdings and Fiamma Holdings.

CSinvesting-A Reader’s Question On Case Studies.

Santangel’s Review-Benjamin Graham On Staying Small.

Motley Fool-Charlie Munger Info From A Board Poster.

Valueprax-Notes-Nintendo Back In The Saddle?

CSInvesting-Valuation Case Study HVAC.

OTC Adventures-Value Investing Strategy and Unlisted Securities Part 2.

CSInvesting-ValueUncovered Philosophy; Treat Everything As A Case Study.

Wexboy-2013: The Great Irish Share Valuation Project Part 2.

Credit Bubble Stocks-Horizon Kinetics, Owner Operators, and the Predictability Arb.

Catching Up On Some More Links

Farnam Street-The World Is Much More Interesting Than Any One Discipline.

Wexboy-Tetragon Ready To Be A Star.

Sahara Investing-The Luxury Goods Market.

Oddball Stocks-Thoughts On Quantative Value Investing.

Valueinvestingblog.net-Investing In Japan: Late To The Party.

Valuewalk-Insurance Companies, Where Buybacks Are Key: Travelers.

Farnam Street-Mastery.

OTC Adventures-Value Investing Strategy And Unlisted Securities Part 1.

Whopper Investments-The Best Values Are Over The Counter Stocks So Is $OTCM A Great Value Too?

Ragnar Is A Pirate-Changing 13D’s At Trinity Place Holdings.

The Aleph Blog-On Insurance Investing Part 2.

Quotations Page-Persistence Quotes, my favorite is the Calvin Coolidge One:

Nothing in the world can take the place of Persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘Press On’ has solved and always will solve the problems of the human race.

Absoutely love that quote.

Mises.org-Cartman Shrugged: The Invisible Gnomes and The Invisible Hand In South Park.

CSInvesting-The Secret To Investing Success (Munger Tip).

Valueconferences.com-Adib Motiwala: Your Instructor At Small Cap Investing Summit 2013, hour long interview.