Weekly Compilation of Value Links - December 31st

Here is my weekly compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

-----------------------------------------------------

Guy Spier on Investing and Life: Marketfolly

Five questions for Pabrai and Spier: Fivegoodquestions

2014 Pabrai Funds Notes: Bitsbusiness

Mohnish Pabrai talk at Boston College: Youtube

Mohnish Pabrai Barrons interview on Bank of America, Citi, Google and Hyundai: Barrons

Mohnish Pabrai at the Economic News of India: Economic Times

Q&A with Warren Buffett at the Forbes 400 Philanthropy Summit: Youtube

Berkshire Hathaway acquires Charter Brokerage: Yahoo Finance

Susan Decker on what its like to be on Berkshire’s board: Bizjournals

What Tom Murphy taught Warren Buffett: Quartz

Charlie Munger 2008 Caltech lecture: Youtube

Howard Marks on Investing in Russia: Bloomberg

Howard Marks memo : The Lessons of Oil: OakTree

NYSSA interviews William Thorndike of The Outsiders: Youtube

Larry Cunningham: Berkshire and Buffett Today: Culture, Control, and the Duracell Deal: Beyondproxy

Value Investor Insight interview with Keith Trauner and Larry Pitkowski: Value Investor Insight

“Dream, People, Culture”: Carlos Brito, CEO of Anheuser-Busch InBev: Value Investing World

Discussion of Henry Singelton’s business success: Seeking Alpha

Leon Cooperman presenting on the strategies of Henry Singelton: NYSSA

Henry Singleton in Forbes magazine 1979: Forbes

Joel Greenblatt on Wealthtrack: Youtube

Graham-Newman Letters to partners 1946-1958: RBCPA

Warren Buffett’s 2014 letter to Berkshire’s top managers: WSJ

Weekly Compilation of Value Links - November 17th

Here is my weekly compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

-----------------------------------------

Google Talks featuring Larry Cunningham author of: Berkshire Beyond Buffett”: Youtube

Notes from the Capitalize For Kids Sohn Canada 2014 featuring Ainslie, Adrangi, Gottfried, Akre etc: Marketfolly

Atul Gawande on his book: “Being Mortal: Medicine and What Matters in the End”: Charlie Rose and at the Aspen Institute

Tracy Britt Cool in Fortune Magazine: Fortune

Advice from Tracy Britt Cool: CNBC

Sandy Gottesman talking about long time friend Warren Buffett: Bloomberg

David Enhorn on CNBC talking about opportunities he is finding: CNBC, His short thesis on AthenaHealth (CNBC), Apple is firing on all cylinders (CNBC), People are misunderstanding SunEdison (CNBC)

Kyle Bass on his investment in General Motors: CNBC

Berkshire Hathaway’s wind investments: WSJ

Interview of Lee Carroll, CEO of Berkshire Hathaway Specialty Insurance: Business Insider

Michael Lewsi on the 25^th anniversary of Liar’s poker: Charlie Rose

Elon musk speaks about Tesla and SpaceX at Vanity Fair’s New Establishment Summit: Youtube

Warren Buffett’s 6 best investments of all time: Fortune

Notes from Sohn Conference San Francisco: Marketfolly

Interview of Google co-founder and CEO Larry Page: Financial Times

How Berkshire’s Brooks Running Shoes plans to become a billion dollar brand: Fortune

Julian Robertson on the three most important things in investing: Marketfolly, thoughts on the bond bubble (Bloomberg), Asia is a golden place for hedge funds (Bloomberg) and Japan’s economy needs more juice (Bloomberg)

Bruce Berkowitz on managing risk and reward: Youtube

Donald Graham speaks about Warren Buffett and Berkshire Hathaway: David Kass

Profile of Larry Cunningham’s “Berkshire Beyond Buffett”: WSJ

Warren Buffett’s recent acquisitions of capital intensive companies: WSJ

Old files from Walter Schloss surface: Valuewalk

Buffett’s BNSF bet is paying off: Bloomberg

John Malone and his use of tax breaks: Bloomberg

Will Thorndike on when share buybacks are a good idea: Harvard Business Review

Berkshire to acquire Duracell : David Kass blog

What was bought and sold in Berkshire’s portfolio in the 3^rd quarter: David Kass Blog

What successful fund managers were buying in selling in the third quarter: Dataroma

Weekly Compilation of Value Links - Oct 28th

Here is my weekly compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

---------------------------------------

Buffett’s 1966 investment in Walt Disney: Base Hit Investing

Buffett’s 1983 acquisition of Nebraska Furniture Mart: Value Investing World

Graham and Doddsville Newsletter Fall Edition: Columbia

Tracy Britt named CEO of the Pampered Chef: Bloomberg

John Malone interview compilation: Youtube

Buffet’s stock pickers Todd Combs and Ted Weschler: Fortune

Capital In The 21^st Century: The Gates Notes

Buffett cuts Tesco stake: Bloomberg and WSJ

Larry Van Tuyl on the sale of his business to Buffett: Automotive News

Great Investors Best Ideas Dallas 2014 Notes from Perry, Einhorn, Ackman etc: Market Folly

Weekly Compilation of Value Links - Oct 13th

Here is my weekly compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

---------------------------------------

Joel Greenblatt interview on CNBC – September 23^rd: CNBC

Warren Buffett transcript discussing the Van Tuyl Group on CNBC Oct 5^th: CNBC

Warren Buffett interview with Carol Loomis at the Fortune Most Powerful Women’s Conference: Link and a video of him signing to 400 women: Link

Buffett rolls out the Berkshire Hathaway Brand: CNBC

Buffett says getting a mortgage is a ‘No-brainer’: Bloomberg

Walter Schloss interview in OID from March 1989 with a letter from Warren Buffett: Link

Guy Spier discussing his new book The Education of a Value Investor: ValueConferences

Peter Buffett in the Washington Post October 10^th: Washington Post

Notes of Charlie Munger’s Daily Journal Meeting from Phil Demuth of Forbes: Part 1, Part 2, Part 3, Part 4.

Interview with Prem Watsa with Chennai: Part 1, Part 2. 

The Best From The Web: Weekly Value Links for Oct 3rd

Warren Buffett buys Van Tuyl Group: Berkshire Press Release, WSJ, WSJ2

Segment on CNBC – October 2nd:

Berkshire to buy Van Tuyl Group: Buffett

It only takes one conversation with Buffett

Outlook on car sales promising

Allianz CEO steps down

Buffett buying stocks and businesses

Coca-Cola's new pay plan makes great sense: Buffett

We don't look at macro factors: Buffett

Burger King deal not tax motivated: Buffett

US tax code should be changed: Buffett

Moynihan cleaned up a lot of problems: Buffett

Buffett's million dollar hedge fund bet

Warren Buffet Admits Tesco was a huge mistake: BBC News

Ray Dalio on CNBC: 

Totally honest with Ray Dalio

How to work with a jerk

Fed caution about rate hike right move: Ray Dalio

Ray Dalio on Bloomberg: Link

Julian Robertson on the bond bubble, hedge funds and PE: Bloomberg

Leon Cooperman and Howard Marks on Bloomberg: Link

Bill Gates on Ebola, Microsoft, Bitcoin and the foundation: ValueWalk

The Best From The Web: Weekly Value Links

Notes from Charlie Mungers Daily Journal Annual Meeting held September 10^th 2014 from Marketfolly, Valuewalk, Forbes and Motleyfool

Seth Klarman’s recent letter to investors: Valuewalk

Andy Kilpatrick released an expanded edition of his book Of Permanent Value: Amazon

Warren Buffet places his first sports bet in Las Vegas: CNBC, The Post Game

Global valuation figures by country: Star Capital

Coverage of the turmoil at Benjamin Moore: Fortune

Whitney Tilson’s thoughts on Berkshire Hathaway’s valuation: Tilson Funds

Mohnish Pabrai’s talk at Pan IIT Canada: Youtube

Authors@ Google talk by Guy Spier: Youtube

Wells Fargo CEO John Stumpf spoke at the NPC Press Club on banking, the economy and his relationship with Warren Buffett: National Press Club, Bloomberg

Buffett, Blankfein and Bloomberg on small business: Bloomberg

The Best From The Web: Weekly Value Links - Sept 12th

Interview with Joel Greenblatt in Barrons: (Link)

Interview with Wilbur Ross in Outlook Business: (Link) 

Howard Marks Memo to Oaktree Clients: (Link) 

Charlie Munger’s Letters to shareholders of Blue Chips Stamps 1978-1982. Compiled by Max Olson:

Blue Chip Stamps financials: (Link)  and letters: (Link) 

Jason Zweig interviewed Charlie Munger after the Daily Journal annual meeting on September 10^th: (Link) and the second article (Link2)

More coverage of the Daily Journal meeting from Noah Buhayar at Bloomberg: (Link)

Notes from the Value Investing Congress in NYC: (Link) and (Link)

“How Guy Spier Evolved Into a Great Investor” on Bloomberg Radio: (Link)

Third Avenue Funds 3Q 2014 Shareholder Letter: (Link)

Salman Khan – The Learning Myth: Why I’ll Never Tell My Son He’s Smart: (Link)

So Bill gates Has This Idea for a History Class (New York Times): (Link)

Excerpts from Baupost’s Q2 Letter to Investors: (Link) 

Notes from the 2014 Berkshire Hathaway Annual Meeting

Here is a link to a transcript of the comments made by Warren Buffett and Charlie Munger at the 2014 Berkshire Hathaway Annual meeting:

Link to the transcript

Yellow BRKers Meet and Greet at the 2014 Berkshire Hathaway Annual Meeting

You are invited to the Yellow BRKers Meet and Greet on Friday May 2nd, 2014 at the DoubleTree Hotel in Omaha to meet and have fun, starting at 4:00 pm and you can linger until 7:00 pm (or longer). There will be a short program at approximately 5:30.

This is a casual atmosphere. It's a "happy hour" type of gathering - not a formal dinner or anything of that sort.

The DoubleTree is located on 16th and Dodge. There may be some street parking, otherwise, one can use the parking garage with an entrance from the South at 16th & Dodge street, just east of the First National Bank.

Be sure to register if you are attending by clicking on the 'register' tab: http://yellowbrkers.com/

I hope to see you there!