Wednesday, April 27, 2016

Compilation of value links from around the web: April Edition

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

Warren Buffett and Berkshire Hathaway:

Charlie Munger on the cost of capital: Damm Right 
Daily Journal Annual Meeting Notes: ValueWalk
Ron Olson on Charlie Munger and Warren Buffett: Outlook Business
Warren Buffett arrives in Europe in search of quality companies: Larry Cunningham
Yahoo to livestream the Berkshire Hathaway Annual Meeting: CNBC
Highlights of Buffett's letter to shareholders: David Kass Blog
Warren Buffett says don't piggy back my trades: Marketwatch
Berkshire Hathaway Energy and its use of tax breaks: Bloomberg
Berkshire Hathaway is safe and cheap: Basehitinvesting
Larry Cunningham on BRK's Disintermediation: Buffett's New Managerial Model: Slidshare
Mistakes and Buffett's original Berkshire Purchase: Base Hit Investing
Larry Cunningham on Berkshire's Future: Value Walk
The Munger Operating System: Farnam Street Blog

Warren Buffett on CNBC Monday February 29th: 

Transcript of Buffett on CNBC: CNBC

Mohnish Pabrai:

Mohnish Pabrai on bubbles: Youtube
Dhandho Junoon ETF launches: Businesswire

Bill Gates: 

Bill Gates on books and blogging: NY Times
Bill Gates on BBC: BBC
Bill and Melinda Gates 2015 Letter: Gates Notes

Other reading

The ten commandments of superforcasters: Farnam Street Blog
Wilbur Ross on energy bonds: Value Walk
An interview with Bruce Flatt: Bloomberg
How Baupost did in 2015: Busines Insider
An interview with Petra Capital: Great Investors TV
GMO Q4 2015 Letter: GMO
An Interview of the MIT investment team: Fundooprofessor
Success secrets of the Kardashians: Private Investment Brief
How Macquarie sold a hollow shell company to investors: AFR
Wally Weitz reveals early Valeant red flag: Value Walk
A conversation with Nate Silver: Medium
An Interview with Jamie Dimon: Bloomberg
Ray Dalio on the Economy: Bloomberg
Jeff Ubben interview on CNBC: CNBC
Ackman's Valeant bet keeps getting worse: Bloomberg
The best predictor of election outcomes: Electionbettingodds
Michael Mauboussin on market inefficiencies: Latticework
Peter Thiel on China, Technology and Innovation: Bloomberg
A Roadmap of a world without cars: Medium