Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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MJ

Martin J. Whitman

T2InvestorsDistressed debt, activism and special situations

Investment adviser who managed the Third Avenue Value Fund and criticised the direction of changes to US accounting rules (GAAP). Died in 2018.

Third Avenue ManagementThird Avenue Value Fund

Four books plus three decades of unusually didactic shareholder letters built out safe-and-cheap and distress investing as a distinct branch of the value tradition.

5 books of their own · 58 letters · 1 appearance

Books 5Letters 58Appearances 1Profiles 2

Start here

  1. The Aggressive Conservative InvestorMartin Shubik, 1979
  2. Value Investing: A Balanced Approach1999
  3. Dear Shareholder2006
The Aggressive Conservative InvestorThe Aggressive Conservative Investor
T2 The Aggressive Conservative Investor
Martin J. Whitman, Martin Shubik · 1979
Open LibraryGoodreads

Safe and cheap investing: a security can be both lower-risk and higher-return.

Recommended by: Guy Spier, Mohnish Pabrai, Seth Klarman

Value Investing: A Balanced ApproachValue Investing: A Balanced Approach
T3 Value Investing: A Balanced Approach
Martin J. Whitman · 1999
Open LibraryGoodreads

Net asset value and resource conversion as the real drivers of return.

Recommended by: Mohnish Pabrai

Dear Shareholder
T3 Dear Shareholder
Martin J. Whitman · 2006
Open LibraryGoodreads

Wiley catalogue record only; no evidence the book actually reached print.

Distress InvestingDistress Investing
T3 Distress Investing
Martin J. Whitman, Fernando Diz · 2009
Open LibraryGoodreads

Subtitled Principles and Technique.

Recommended by: Mohnish Pabrai

Modern Security Analysis
T4 Modern Security Analysis
Martin J. Whitman, Fernando Diz · 2013
Open LibraryGoodreads

Security analysis that weighs the balance sheet over reported earnings.

Recommended by: Mohnish Pabrai

The Aggressive Conservative InvestorSafe and cheap investing: a security can be both lower-risk and higher-return.1979T2Guy Spier, Mohnish Pabrai, Seth Klarman
Value Investing: A Balanced ApproachNet asset value and resource conversion as the real drivers of return.1999T3Mohnish Pabrai
Dear ShareholderWiley catalogue record only; no evidence the book actually reached print.2006T3–
Distress InvestingSubtitled Principles and Technique.2009T3Mohnish Pabrai
Modern Security AnalysisSecurity analysis that weighs the balance sheet over reported earnings.2013T4Mohnish Pabrai

Tags

third-avenue-managementm-j-whitmanequitiesdistressed-debtmutual-fundsreal-estatevalue-investingsafe-and-cheapnet-asset-valuecorporate-governancemargin-of-safety