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
Other:
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
