Thursday, June 18, 2015

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,



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


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