Investor letters

Martin Capital Management
https://www.mcmadvisors.com/newsmaterials/

funds letters:
https://www.reddit.com/r/SecurityAnalysis/comments/4s5hsr/q2_investor_letters_and_reports/

Defensive equity Robert Novy-Marx

http://rnm.simon.rochester.edu/research/UDE.pdf

Pzena - 3Q 2016 Letter

Pzena Investment Management 3Q16 Letter – Danske Bank Case Study

http://www.valuewalk.com/2016/10/pzena-investment-management-3q16-letter/?all=1

Templeton

Lauren Templeton: fund
http://www.templetonandphillips.com/
Lauren Templeton: presentation
https://www.youtube.com/watch?list=PL6BD28CF93C70C4AA&v=KkxDEjz8L5k

Franklin Founding Funds Strategy
https://www.franklintempleton.com/forms-literature/download/AA-XBVL

Templeton: 16 rules:
http://ritholtz.com/2012/09/16-rules-for-investment-success/

Shareholder Letters

Article about how to read shareholder letters,  focus on longterm, care about investors,  explain how to the business makes money,  how the progress is measured.
Mr.Abott Gca Capital
Credit Acceptance
Alleghany
Culp

Century Management - Arnold van den Berg

http://centman.com/

Mutal Funds:
http://cmadvisorsfunds.com/

The Best Stock Ever - Balchem Corp

Jason Zweig writes about the best stock over the last 30 years
http://www.jasonzweig.com/the-best-stock-over-the-last-30-years-youve-never-heard-of-it/

Asset Allocation - 100% Stocks

NYT Article with the opinion to allocate 100% in stocks (for USA persons)
http://www.nytimes.com/2016/02/13/your-money/how-much-of-your-nest-egg-to-put-into-stocks-all-of-it.html

Morgan Housel on Long Term Investing

http://www.fool.com/investing/general/2016/02/09/the-agony-of-high-returns.aspx

Norway Oil Fund starts to pay out

http://www.bloomberg.com/news/articles/2015-10-06/norway-budget-proposes-boosting-oil-spending-by-14-nrk-says

Norway - Funds Interview with Yngve Slyngstad

Norwegischer Staatsfonds Hier spricht der größte Aktionär der Welt: 

Interview with fund manager in FAZ.

http://www.faz.net/aktuell/finanzen/fonds-mehr/interview-mit-yngve-slyngstad-hier-spricht-der-groesste-aktionaer-der-welt-14056136.html?printPagedArticle=true#pageIndex_2

Link to the Norges Fund:
http://www.nbim.no/

Dorfman Article on Value and Momentum

Stocks mentioned:
Sanderson Farm SAFM
Pilgrim's Pride PPC
Graco GGG
Ennis EBF
First Solar FSLR

http://dorfmanvalue.com/our-columns/

Ships

topic: shipping, freight rates
http://value-shares.de/2016/02/03/vesselsvalue-com-marktbericht-zu-bulkern/

Graham and Doddsville Winter 2016 Issue

Start page:
http://www.grahamanddoddsville.net/wordpress/

Winter 2016 Issue:

http://www.grahamanddoddsville.net/wordpress/?p=1852&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+grahamanddoddsville+%28Graham+And+Doddsville%29


Craig Effron Scoggin Capital Management
Ideas: Risk management,

Jeff Gramm Bandera Partners
13D-letters, quick filter

Stock picking is not easy

Scott Fearon writes about dangers to invest in "fallen angels" like Go Pro and Fitbit and mentions a report from J.P. Morgan Asset Management analyst Michael Cembalest "The Agony and the Ecstacy"

http://deadcompanieswalking.tumblr.com/post/138019525037/so-you-want-to-be-a-stock-picker

http://read.jpmorgan.com/i/371035-eotm-special-edition/2

John Dorfman Interview on Wealthtrack

Link:
https://www.youtube.com/watch?v=S3coaxWda5Y

IBM Jeff Matthews comment on Earnings Call

interesting read:
http://jeffmatthewsisnotmakingthisup.blogspot.de/2016/01/dont-mention-earnings-miss-i-mentioned.html

Cambria Funds

http://www.cambriafunds.com/

SYLD Cambria Shareholder Yield ETF:

http://www.cambriafunds.com/syld.aspx

FYLD Cambria Foreign Shareholder Yield ETF:

http://www.cambriafunds.com/syld.aspx 

GVAL Cambria Global Value ETF:

http://www.cambriafunds.com/syld.aspx 

GMOM Cambria Global Momentum ETF:

http://www.cambriafunds.com/gmom.aspx 

GAA Cambria Global Asset Allocation ETF:

http://www.cambriafunds.com/gaa.aspx 

VAMO Cambria Value and Momentum ETF:

http://www.cambriafunds.com/vamo.aspx