Tuesday, September 8, 2015

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:

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

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’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