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I recently received a very helpful e-mail reply from Usually Reasonable while I was trying to decide whether or not ot subscribe to O.I.D. After thinking it over, I decided not to pop for the $300-400 subscription at this time. I thought I might offer the board a brief list of sites where "Outstanding" value managers discuss their art (Many of these managers are covered in O.I.D.).

I agree that reading ideas from successful valuation sensitive investors is a means to mentally stay fit in the principles of our favored investing approach (good positive reinforcement). Fortunately, for the cheapskate in me, there are now several free sources which contain similar information to a portion of OID. The Longleaf Partners Website ( ) has their advisor conference calls available as well as nice quarterly letters to shareholders.
Marty Whitman's letters to shareholders and a Q&A every 6-8 weeks or so is available at his site ( The Oakmark Select quarterly newsletter ( ) usually has a nice discussion of one or two holdings. The Oak Value website ( has intelligent bi-monthly commentary in addition to well written detailed discussions in semiannual reports.

Other sites will often have copies of recent articles on the fund which may contain
manager interviews. Bruce Berkowitz of the Fairholme fund is one example ( Another to try:

The few mutual funds I hold will always offer to send me a free copy of any interview that appears in OID.

And of course, the Motley Fool BRK board ( Thanks futile france and others) and TIC online ( )often have links to quality interviews and stories on valuation investing. There are often some excellent posts on this board which provide reinforcement on the principles of valuation sensitive investing as well.

What I have seen of OID is excellent and I do not mean to imply my list above is as good.
I am only trying to suggest some cheaper alternatives to those who cannot justify the $300-400 subscription price.
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