kiwing100 Posted January 18, 2017 Share Posted January 18, 2017 Links to Dear Fellow Shareholders - collection of letters by Martin Whitman https://mjwhitman.pressbooks.com/ https://mjwhitman.pressbooks.com/front-matter/introduction/ Table of contents o Important Information o Foreword o Introduction • The Roots o Equity Strategies Fund Proxy Vote o Equity Strategies Fund Investment Philosophy o Equity Strategies Fund Launches Third Avenue Funds o Inaugural Third Avenue Funds Letter to Shareholders • Investment Philosophy o Third Avenue Value Investment Philosophy o Third Avenue is Different o Consistent Performance and Averaging Down o Value Investing at Third Avenue o The Concept of Net-Nets o The Third Avenue Formula for Investing o Net-Nets on Steroids o Fundamental Finance o Third Avenue and the Efficient Market Hypothesis • Portfolio Management o Portfolio Diversification o Risk Arbitrage o Index Funds and the General Market o The Importance of Buying Cheap o The Moral Hazard Question o Third Avenue Value Fund Compared to Private Equity Funds o Risk from a Third Avenue Point of View o Securities Regulation, Disclosure and Third Avenue o Characteristics of Long-Term Investing o Thoughts on the Detroit Bailout o On Creditworthiness • Modern Security Analysis o The Unimportance, and the Importance, of Book Value o Third Avenue Approach to Valuation o Corporate Valuation o Role of Accounting in Security Analysis o Fair Disclosure o How Third Avenue uses Accounting Disclosures o Proposed Elimination of Double Taxation on Corporate Dividends o Reforming Generally Accepted Accounting Principles o So What Are Earnings, Anyway? o Conventional Security Analysts o Corporate Uses of Cash o Financial Accounting • Graham and Dodd Fundamentals o A Balanced Approach to Value Investing o Third Avenue vs. Graham and Dodd o Graham and Dodd and the Efficient Market o Graham and Dodd Revisited • Academic Finance o Modern Capital Theory and Fundamental Investing o The Third Avenue Approach vs. The Conventional Academic Approach o Third Avenue and the Efficient Market o Generally Accepted Accounting Principles and the Enron Mess o Reconciling Modern Capital Theory and Value Investing o Characteristics in Modern Capital Theory o Going Concerns and Investment Type Companies o Value Investing Link to comment Share on other sites More sharing options...
Jurgis Posted May 25, 2019 Share Posted May 25, 2019 I'm cleaning my stuff and planning to throw away Third Avenue Reports/Letters in paper form approximately 1998-2010. Probably nobody is interested (and the link in this thread may cover some of these...), but if you are, I could send them to you. US only unless you pay for postage. 8) PM me. Also have some Ariel Investments reports 2007-2010 timeframe. Same deal. Link to comment Share on other sites More sharing options...
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