The Business of Value Investing.pdf

250 Notes

Chapter 3

1. Benjamin Graham and David Dodd, Security Analysis , 1st ed. (New York:
   McGraw - Hill, 1934).


2. 2007 Berkshire Hathaway Annual Report.


3. Benjamin Graham, The Intelligent Investor , 4th ed. (New York: Harper and Row,
   1973), p. 287.


4. Andrew Bary, “ What ’ s Wrong Warren? ” Barron ’ s , December 27, 1999.

Chapter 4

1. Warren E. Buffett, The SuperInvestors of Graham and Doddsville (New York:
   Columbia University Press, 1984).


2. Mohnish Pabrai, The Dhandho Investor (Hoboken, NJ: John Wiley & Sons, 2007),
   p. 107.


3. William Ruane and Richard Cuniff of the Sequoia Fund in 1987.


4. Warren E. Buffett, Berkshire Hathaway Annual Meeting, May 3, 2008.


5. John Maynard Keynes, The General Theory of Employment, Interest and Money
   (London: Macmillian, 1936), p. 158.

Chapter 5

1. “ The Death of Equities, ” BusinessWeek , August 13, 1979.


2. Dow Jones Indexes: http://www.djindexes.com.


3. Warren E. Buffett, “ Buy American. I Am, ” New York Times , October 17, 2008.


4. Gerald S. Martin and John Puthenpurackal, “ Imitation Is the Sincerest Form of
   Flattery: Warren Buffett and Berkshire Hathaway, ” April 15, 2008: http://ssrn.
   com/abstract  806246.


5. Joel Greenblatt, The Little Book That Beats the Market (Hoboken, NJ: John Wiley
   & Sons, 2006).


6. Peter Lynch, One Up on Wall Street (New York: Penguin, 1989), pp. 19 – 20.


7. Alice Schroeder. The Snowball: Warren Buffett and the Business of Life (New York:
   Random House, 2008), p. 814.


8. I had the privilege of meeting Mr. Buffett over the course of two days in January
   of 2007. On one occasion, he actually brought the Moody’ s Investment Manual
   that he used to research stocks when he was younger. Buffett spent years going
   through the entire book, page by page, until he had gone through all 10,000
   pages.


9. Buffett quoted in ibid., pp. 814 – 815.

bnotes.indd 250bnotes.indd 250 9/2/09 7:05:45 PM9/2/09 7:05:45 PM