Lectures at Bowling Green State University, June 2006
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A brief introduction
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Lecture 1:
The St. Petersburg Paradox and the Quantification
of Irrational Exuberance
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Some notes on Whitworth's book
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David Durand's brilliant article, ``Growth Stocks and the Petersburg Paradox,''
J. Finance, Vol. 12, No. 3 (Sep., 1957), pp. 348-363
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Lecture 2:
Models for Real-World Investors
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Lecture 3:
What Has Worked in Investing
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Lecture 4:
The Abyss Between Value Investing and Financial Engineering
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Tweedy-Browne's article,
What Has Worked In Investing
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Tweedy-Browne's article,
Ten Ways to Beat an Index
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Tweedy-Browne's article,
Investing for Higher After-Tax Returns
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Browne's speech,
Value Investing and Behavioral Finance
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Tweedy-Browne's article,
Great Ten-Year Record = Great Future, Right?
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Auxier's tribute to Benjamin Graham,
Honoring Benjamin Graham: The Father of Value
Investing
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Lowenstein's article, with commentary by Klarman,
Searching for Rational Investors in a
Perfect Storm
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Lowenstein's article,
Journey into the Whirlwind: Graham-and-Doddsville Revisited
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Lowenstein's article,
Searching for Rational Investors in a Perfect Storm: A Behavioral Perspective
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Malkiel's article,
Searching for Rational Investors: Explaining
the Lowenstein Paradox
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Comments on an article of Malkiel's
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See page 3 of
this letter for comments by Whitman on the Efficient
Market Hypothesis
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See page 3 of
this letter for more comments
by Whitman on the theory of market efficiency
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