Saturday, December 17, 2016

Compilation of value links from around the web: December Edition

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

Warren Buffett and Berkshire Hathaway

A dozen things Warren Buffett and Charlie Munger learned from See's Candies: 25IQ 
Warren Buffett's early investments: Latticework 
GEICO: The “Growth Company” that made the “Value Investing” careers of both Benjamin Graham and Warren Buffett: Wedgewood Partners 
Warren Buffett turns out to be more prescient about stocks than politics: Fortune 
Bill Gates on Warren, Bridge, Business Analysis and Tennis: Hurricane Capital
Yahoo Finance to Live Stream Buffett, Pickens, Soros at the 2016 Concordia Summit: Yahoo Finance
Graham and Doddsville Fall 2016 Issue: Columbia Business School
The story of the self destruction of Deutsche Bank: Spiegel 
Jeff Bezos interview with Charlie Rose: Valueinvestingworld
Jeff Bezos shares his management style and philosophy: Youtube
What Does Nevada’s $35 Billion Fund Manager Do All Day? Nothing: WSJ
Warren Buffett said this Jamie Dimon interview was off the charts: Yahoo Finance
Berkshire Hathaway BNSF railroad purchase shines bright in hindsight: Bloomberg 
Warren Buffett's Berkshire makes surprise U.S. airline bet: Reuters 
Buffett's three categories of return on capital: Base Hit Investing 
How to invest like Warren Buffett hero Phil Carret: Telegraph 
Ted Weschler likes Apple's subscription element: Valuewalk 
JP Morgan Chase names Todd Combs to board of directors: Bloomberg 
University of Maryland meeting with Warren Buffett: David Kass 
Playbook interview with Warren Buffett: Politico
What Warren Buffett likes about cash: Barrons
WSJ article on Buffett from 1977: WSJ
Alice Shroeder's 1999 sell side report on Berkshire Hathaway: Dropbox 
Big Problems Big Thinkers Episode 3: The Values Crisis: Bloomberg
One on One with Warren Buffett after the election: Youtube
BRK Shareholders Panel (Part 1): "Why did you buy Berkshire Hathaway stock?": Youtube
Berkshire Hathaway Symposium Panel 2: Youtube
Lawrence Cunningham: Keynote Address at the Berkshire Hathaway 50th Anniversary Symposium: Youtube
Ted Weschler makes his mark: Institutional Investor
Warren Buffett and Ajit Jain launching Berkshire Insurance: Youtube 

Guy Spier and Mohnish Pabrai

Interview with Guy Spier Part 1Part 2
Charlie Munger told Mohnish Pabrai an investor only needs to do three things: Acquire's Multiple 
Mohnish Pabrai's new blog: Know72 
Mohnish Pabrai Lecture at Peking University: Youtube
Mohnish Pabrai's hedge fund interview guide: Sumzero
Why Mohnish Pabrai likes GM, Fiat, and Southwest: Barrons 

Bill Gates

Bill Gates book recommendation - The Gene: Gates Notes 
Bill Gates: A Perfume that Smells Like Poop?: Gates Notes
Why I love this cutting edge school design: Gates Notes 
Bill Gates on clean energy, Trump, and stocks: CNBC
Bill Gates addressing India's top policymakers: Youtube
Bill Gates favorite books of 2016: Gatesnotes 

Great Investors: 

David Einhorn's Q3 letter: Valuewalk 
James Chanos and Kyle Bass speak with Bethany McLean at Vanity Fair's New Establishment Summit on the global economy and stock markets: Vanity Fair
Oaktree's Howard Marks on his investment process: Bloomberg 
The Legacy of Benjamin Graham: Youtube
Baupost Group's Seth Klarman "It's a great time to be a value investor": 2009 Outstanding Investor Digest
Seth Klarman at the Ivey Business School in 2009: Youtube
Capitalize for Kids Conference notes: Marketfolly
Five lessons from Peter Lynch: Latticework


John Stumpf on Mad Money: Youtube 
Jamie Dimon interview: CNBC
How Wells Fargo dressed up earnings: Barrons
Brian Moynihan on Charlie Rose: Charlie Rose


Jim Chanos on the Trump election and stocks: Bloomberg
My good friend Shaurya Gupta's essay on value investing: Genzvalueinvestor
Don't confused cheap with value: Broyhill Asset Management 
Harvard's endowment called lazy, fat and stupid: Bloomberg 
The President in conversation with MIT's ITO and WIRED's Scott Dadich: WIRED 
Elon Musk: Making Humans a Multiplanetary Species: Youtube
How to Raise a Genius: Lessons from a 45-Year Study of Super Smart Children: Scientific American
The activist playbook is nearly 90 years old — and the first chapter was written by Warren Buffett's mentor: Business Insider
500 years of bubbles panics and manias: Valuewalk