Tuesday, September 23, 2014

The Best From The Web: Weekly Value Links

Notes from Charlie Mungers Daily Journal Annual Meeting held September 10th 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

Friday, September 12, 2014

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 10th: (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