Compilation of Value Links From Around the Web: November edition

Below is a compliation of the most interesting reading I've come across in the past month. 

Buffett, Munger and Berkshire:

Warren Buffett interview on CNBC:

Warren Buffett: Bought IBM in the 3rd quarter 

Warren Buffett: Never go below $20B cash 

Warren Buffett talks Phillips 66 stake 

Buffett: BofA's Moynihan should be CEO & Chair 

Warren Buffett: US growth not bad, not booming 

Buffett's view on 2016 elections

Warren Buffett Not “Losing Any Sleep” Over Market Gyrations: Fox Business

Warren Buffett's Take on China, Wages and Donald Trump: Bloomberg Business

Berkshire’s Abel targeted by pilots union: Bloomberg

Buffett Builds Rail Superhighway to Grab Truck Freight:  Bloomberg

Warren Buffett's Full Interview on 2016 Election & More at the Fortune Most Powerful Women’s summit: Youtube

Munger bashes Valeant: Bloomberg

Profile of Tracy Britt Cool: Fortune

A dozen things learned about mistakes from Charlie Munger: 25IQ

Guy Spier and Mohnish Pabrai:

Ask anything session with Guy Spier: Beyond Proxy

Guy Spier on what to do about market turmoil: Observer

Notes from the 2015 Pabrai Funds meeting: Frenzel Herzing, Bits Business

An interview with Guy Spier: Bloomberg

Seth Klarman:

Would Seth Klarman Buy His Own Book? Link

The collected wisdom of Seth Klarman: Scribd

Other reading:

Presentation on General Motors by Ninad Shinde: Link

Sanjay Bakshi on the prejudices of mister market: Google Talks

Interview with Howard Marks: Youtube

Howard Marks latest memo: Inspiration from the world of sports: Oaktree Capital

Sohn Canada Investment Conference Notes 2015: Capitalize For Kids: Market Folly

Donald Trump’s persuasion tactics: Reason.com

Ben Bernanke on Charlie Rose: Charlie Rose

The latest issue of the Graham and Doddsville newsletter: Columbia Business School

Wilbur Ross on world economic conditions: Fox Business

Compilation of Value Links From Around the Web: September edition

Below is my compilation of the most interesting topics from around the web:

My investment thesis on Hyundai Motor:

Manual of Ideas published my investment thesis on Hyundai Motor: Manual of Ideas

Warren Buffett and Berkshire Hathaway:

Berkshire is undervalued: David Kass Blog

Warren Buffett letter to Barron’s from 1962 on dubious accounting methods:Barron’s

How BYD began making electric buses in the United States: Paulson Institute

Heinz completed Kraft purchase and Buffett joins the board: NYT

Berkshire Hathaway Inc. to Acquire Precision Castparts Corp. for $235 Per Share in Cash  - $37.2 billion: Berkshire Hathaway

Warren Buffett on CNBC discussing Precision Castparts, IBM, and media companies:  Transcript

and videos:

Warren Buffett: Why we bought Precision Castparts 

Warren Buffett: It's tough to push rates higher
Warren Buffett: Precision deal 'very high multiple' 
Warren Buffett: Precision CEO loves what he does 
Warren Buffett on IBM: I feel fine 
Media selloff not enticing: Warren Buffett 

Francois Rochon discussing Precision Castparts: Value Investor Insight
Warren Buffett on Squawk Box August 10^th: CNBC

How Warren Buffett built his empire: Forbes 1990: ValueWalk

An analysis of GEICO by Sanjay Bakshi

Charlie Munger:

The Super Investors of Daily Journal Corp: Forbes

Charlie Munger interviewed by CNN Money:

'I'm not the only wise ass in the world'
Munger on politicians: 'They're all flawed'
Charlie Munger defends Clayton Homes
Charlie Munger on what's going on in Baltimore

Charlie Munger on frozen corporation: DropBox

Mohnish Pabrai:

Mohnish Pabrai – Bridge and its similarities to investing: Sound Cloud

Mohnish Pabrai on the U.S. as an emerging market: Manual of Ideas

Seth Klarman:

Baupost letter to investor from June 1999: SEC Filling

Seth Klarman’s presentation to Bruce Greenwald’s 2010 CBS class: Youtube

Seth Klarman on the decision the hold cash – 2004 letter: Link

Seth Klarman in Barron’s in 1991: ValueWalk

Google:

Google’s official blog announcing Alphabet: Google Blog

Alphabet lets Google chase moonshots and stay profitable: WIRED

Other reading:

David Einhorn at the Grant’s Conference: ValueWalk

Keith Smith interviewed by the Manual of Ideas

Jeremy Grantham “We’re Closing in on Bubble Territory”: Morrningstar

Tom Gaynor at Google: The Evolution of a Value Investor: Youtube

Joel Greenblatt’s special situation class – analysis of Mood’s from 2006:HedgeRoll

Walter Schloss notes from Net Net Hunter

Greenlight Capital Q2 2015 letter to investors: Scribd

A rare interview with the man who cracked Wall Street – Jim Simons: TED

Compilation of Value Links From Around the Web: June edition

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

Feel free to reach out with questions or comments,

Alex

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Notes from the Berkshire Hathaway Annual meeting:

Analysis of the Berkshire Hathaway Annual Meeting | WSJ

Notes from the Berkshire Annual Meeting by David Kass | David Kass

Other annual meeting notes: Valuewalk, S&C Messina, Motley Fool,  Business Insider

Notes from the Daily Journal Annual meeting:

Notes from the Daily Journal Annual meeting | Aznaur Midov

Two hour audio clip of Charlie Munger answering questions at the Daily Journal annual meeting | ValueWalk, Bamboo Innovator,

Daily Journal Annual Meeting – coverage by Forbes| Part 1, Part 2, Part 3 and Part 4

Chai Jing's review: Under the Dome – Investigating China’s Smog: Charlie Munger recommended watching this at his annual meeting |  Youtube

Warren Buffett:

Notes from the Meeting Dr. George Athanassakos and Ivey MBA and HBA students had with Mr. Warren Buffett | Ben Graham Investing

Jeff Cunningham interviews Warren Buffett | Youtube

Analysis of the investments made by the Buffett Partnership | Bull Bear and Value Blog

How Warren Buffett keeps up with information |  Farnam Street

Buffett: No stock market bubble, but few bargains | CNN Money

Buffett: Tesla doesn't threaten me | CNBC

Mohnish Pabrai and Guy Spier:

Mohnish Pabrai and Guy Spier in Conversation with Saurabh Madaan | Talks at Google

Video from Guy Spier’s Aquamarine Capital 2013 Partnership meeting | Link

Other:

Would Benjamin Graham have hated index funds? | WSJ

A dozen things learned from Lou Simpson | 25IQ

A conversation with Joel Greenblatt – Interviewed by Howard Marks| Youtube

Greenlight Capital Q1 2015 letter | Value Walk

2015 Sohn Conference presentations | Marketfolly

Benjamin Graham’s last interview | Link

Baidu CEO interviews Bill Gates and Elon Musk | Youtube

SALT conference – Chanos, Bass, Burbank, Cooperman | Marketfolly

Bill Gates interview: How the world will change by 2030 | Youtube

Warren Buffett on CNBC after the Berkshire Annual Meeting:

Buffett: We'll make 'considerable' money on IBM

IBM's buybacks beneficial to shareholders: Buffett

Why IBM and not Apple? Warren Buffett answers
Watson enormously valuable future: Buffett
Bonds are very overvalued: Buffett
Fed has done 'right thing': Buffett
David Winters' math 'way off': Buffett
Doing business with 3G: Buffett
Watch Warren Buffett arm-wrestle an NFL pro
We have no anti-union philosophy at Berkshire: Buffett
Buffett: I am one quarter Coca-Cola
NFL's 'secret finance nerd': Suh
Repurchase and dividends two different animals: Buffett
We're not SIFI: Buffett
Hydrocarbons just as precious as Iowa top soil: Munger
Buffett: Better option than increasing minimum wage
Gates, Munger & Buffett: If I were education czar...
Buffett on the Fed: Yellen's hands are tied
Buffett: Clayton Homes' loan policy
Buffett: Clayton loan applications clearly written
What's Warren really like?
Buffett: We'll make 'considerable' money on IBM

No hurry for energy independence: Munger

March Compilation of Value Links From Around the Web

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

Feel free to reach out with questions or comments,

Alex

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

Warren Buffett:

Berkshire’s portfolio changes in Q4: Dataroma

Buffett delegating more to his deputies: Salt Lake Tribune

Buffett tells deputies to supervise newest Berkshire businesses: Bloomberg

Buffett’s German to do list: Handelsblatt

The fun has just started in auto sales Buffett says: Bloomberg

Buffett’s son is not heir apparent: CNBC

2014 Berkshire Annual report links:

2014 Berkshire Hathaway Annual Report: Berkshire

Article Buffett mentions on Jim Ling: D Magazine

Grading Buffett after 50 years: Fortune

Buffett on CNBC: Value Investing World

Berkshire’s acquisition of Kraft:

3G to acquire Kraft: Bloomberg

How Kraft Rolled out the welcome mat: WSJ

Kraft and 3G: WSJ

“Will own Kraft forever” says Buffett: CNBC

3G buying to keep: CNBC

Kraft Heinz structure: CNBC

The Kraft negotiations: CNBC

Other:

How to develop your best investment ideas with Josh Brooks of Granite House Capital: Youtube

Wilbur Ross on the housing market and oil prices: Bloomberg

Highlights from Seth Klarman’s 2014 letter: Bloomberg

More highlights: Valuewalk

Baupost sifted through energy companies: Bloomberg

Mohnish Pabrai at TiE SoCal: Youtube

Mohnish Pabrai and Guy Spier Google Talk: Youtube

Tribute to Donald Keough who lead Coke through the New Coke debacle: New York Times

Tribute to Irving Kahn who lived until 109 and worked under Ben Graham: Bloomberg

Invitation: YellowBRKers Meet and Greet at the Berkshire Annual Meeting

Dear readers,

You are invited to an event I host every year during the Berkshire Hathaway Annual Meeting weekend.


YellowBRKers 2015 details:

The 2015 event will be held at the same time and location as in prior years.

Friday May 1st from 4PM to 7PM

DoubleTree by Hilton Omaha Downtown
1616 Dodge Street
Omaha, NE 68102
For more details and registration: www.Yellowbrkers.com

I look forward to seeing you there!

Alex

February Compilation of Value Links From Around the Web

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

Feel free to reach out with questions or comments,

Alex

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Wilbur Ross “Why I’m ready to invest more in Europe.” CNBC

Wilbur Ross on Oil: CNBC

Five Good Questions with Mohnish Pabrai and Guy Spier: Part1, Part2

Demographics of India are Promising For the Future – Mohnish Pabrai: Bloomberg India and Part 2

Mohnish Pabrai's December 2014 talk to Sanjay Bakshi's MDI class: Value Investing World

Bill Gates’s Big Bet on Reducing Poverty: Bloomberg

Bill and Melinda Gates Foundation Annual Letter: Gates Notes

Bill and Melinda Gates discuss their foundation's work to improve global healthcare and combat poverty: Charlie Rose

Greenlight Capital’s Q4 letter: Marketfolly

Longleaf Partners Q4 Letter: Longleaf

Bruce Berkowitz on Sears: Valuewalk

Bank of America B warrants (hint – I own BAC/WS/A in my portfolio. Not the B warrants): Beyond Proxy

Klarman: What I’ve learned from Warren Buffett: CNBC

Atul Gawande: The Building Industry’s Strategy for Getting Things Right in Complexity: Farnam Street

Bill Gates at Davos 2015 – Sustainable Development A Vision for the Future: Value Investing World

Highlights of Warren Buffett Interview on Fox Business: David Kass

GMO 4^th Quarter letter: GMO

Inside Google’s Secret Lab: Graham and Doddsville