Tuesday, August 28, 2007

Two Value Investing experts sound off

Stock Picks from a Berkshire-like Investor (Morningstar)
Tom Gayner discusses some of the methodology behind investment picks at Markel Corp.

Advice from a Buffet-Style Invester (Morningstar)

Wally Weitz on discusses some of the recent subprime debt problems, as well as inherent value seen currently in the large-cap sector.

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Wednesday, August 01, 2007

A Buffett Disciple Shares His Secrets (Morningstar)

Mohnish Pabrai is interviewed by Morningstar and shares some of his investing strategies. Mohnish Pabrai runs the Pabrai Funds, which he has modeled after the Buffett Partnership, and he has done quite well with this model.



In addition to the video interview above, here is another interview with Pabrai on Bloomberg.

I have read Pabrai's two books on investing, and I highly recommend both of them. Mosaic: Perspectives on Investing is his first book, and is a compilation of articles on various topics he has written about related to value investing. The Dhandho Investor: The Low - Risk Value Method to High Returns is his latest book, and is a look into Pabrai's own unique perspective on value investing, as well as some great writing on philanthropy.

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