Among the better value blogs out there is Can Turtles Fly?, authored by Sivaram Velauthapillai in Toronto, Canada. Sivaram considers himself a "newbie" (his word) at investing and writes of his experiences picking stocks.
This post of his links to an interview with Marty Whitman and Jean-Marie Eveillard, with Sivaram's comments thrown in. It's great stuff and well worth checking out.
In fact, if you're attracted to the value investing approach in general and enjoy the challenge of picking stocks in particular, chances are you'll like Can Turtles Fly? -- and want to make it a regular read.
Wow... thanks for the compliment John.
I have to say something though. I still have a LONG WAY to go (especially given my potentially diastrous Ambac purchase). I also have no track record so but hopefully others find something insightful and worthy of their time:)
Posted by: Sivaram Velauthapillai | January 25, 2008 at 11:18 AM
Sivaram: You're welcome. And, don't worry, we're all "works in progress" in life.
One thing for us to remember in picking individual stocks is what John Templeton said. If we're successful, we'll get 6 out of 10 ideas right. We will have losers.
Posted by: John | January 25, 2008 at 04:33 PM