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At the top of the list of must read links is a new blog I am highly recommending to any student of investing.
If the author continues to post the stuff that he is putting up, I expect his following to increase quite rapidly.
Case Study Investing aka csinvesting
The valuation method taught on this site focuses on EPV.
Bridge & Buffett, Poker, and Investing
I’ve picked up playing poker recently and agree with many of the points made here. You should seriously learn to play. It will help you understand quickly your temperament, money management and analytical ability.
Sealed Air Case Study
You can’t get better than 10 pages of detailed notes and explanations on a valuation.
Video lecture as well as detailed explanations of valuing Liz Claiborne EPV style.
This should last you ALL weekend but just for good measure…
John Paulson Q3 2011 Letter
What is Old School Value?
Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.
It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.
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