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,
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:
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
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
