Sunday, February 28, 2016

Invitation to the 2016 Yellow BRKers Party at the Berkshire Annual Meeting

Dear readers,

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

The Yellow BRKers will be held Friday, April 29th, 2016 at the DoubleTree Hotel in Omaha, starting at 4:00 pm and you can linger until 7:00 pm. There will be a short program at approximately 5:30.

Yellow BRKers 2016 details:

The 2016 event will be held at the same time and location as in prior years.

Friday April 29th  from 4PM to 7PM

DoubleTree by Hilton Omaha Downtown
1616 Dodge Street
Omaha, NE 68102

You can find more information and register in advance here:

$10 will be collected at the door to defray the costs of putting on this event.

I look forward to seeing many of you here again this year!

Alex Bossert

Tuesday, February 23, 2016

Compilation of Value Links From Around the Web: February Edition

Below is a compilation of the most interesting reading I've come across in the past few months: 

Warren Buffett and Berkshire:

A Survey of Berkshire Hathaway Operating Managers: Stanford
How Warren Buffett Got Rich: Business Insider
Warren Buffett interviewed by Yahoo Finance – thoughts on education, deficits, China etc: Yahoo Finance
Warren Buffett takes 8% stake in Seritage: WSJ
Warren Buffett shares his widom with business school classes: IT Business
Warren Buffett’s grandson seeks his own route to social change: New York Times
Howard Buffett is getting his hands dirty: Bloomberg

Bill and Melinda Gates:

Bill Gates – The 25 best books I read in 2015: Gates Notes
How Melinda Gates became the most powerful advocate for women and girls: Forbes

Charlie Munger:

How did Charlie Munger deal with adversity: 25IQ
Charlie Munger on Valeant: WSJ


Thoughts from Seth Klarman in Baupost’s letter to investors: Yahoo Finance
Larry Page at the Fortune Global Forum: Fortune
Peter Thiel at the DealBook Conference: Youtube
Gary Cohn of Goldman Sachs at the Dealbook conference: Youtube
Sell side report on Enron just before bankruptcy in 2011 (strong buy): Enron
Wells Fargo and the incredible predictability of deposit growth: Base Hit Investing
The unbelievable power of Amazon’s cloud: The Atlantic
General Motors is here to Stay: Barrons
CFA Society of Switzerland – Guy Spier, Vitaliy Katsenelson: Youtube
Invest For Kids Chicago – John Burbank, David Samra, Sam Zell etc: Marketfolly
Guy Spier on how lunch with Warren Buffett changed his life: The Observer
David Einhorn on why widely followed stocks get mispriced: Basehitinvesting
GMO quarterly letter – “Just How Bad is it?”: GMO
The top ten interviews by the Manual of Ideas: Manual of Ideas
Ira Sohn London Conference Notes: Marketfolly
Wilbur Ross on energy and high yield: ValueWalk
Howard Marks on oil: CNBC
ValueX book recommendations: Linkedin
Interview with Michael Burry: NY Magazine