Invitation to the 2017 Yellow BRKers Party at the Berkshire Annual Meeting

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

The Yellow BRKers will be held Friday, May 5th, 2017 at the DoubleTree Hotel in Omaha, starting at 4:00 pm and you can linger until 7:00 pm.

Yellow BRKers 2017 details:

The 2017 event will be held at the same time and location as in prior years.

Friday May 5th from 4PM to 7PM

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

To read the story behind the Yellow BRKers party and to register in advance: www.yellowbrkers.com

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

Compilation of value links from around the web: March Edition

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

Warren Buffett: 

Warren Buffett interview in Fortune: Fortune

Tuck MBA students meet with Buffett: Tuck 

Wanted: Help handing out Warren Buffett’s fortune: Boston GlobeWarren Buffett Just Quietly Bought Up Another German Company: Fortune

Warren Buffett: Says US will do fine because we have the secret sauce: CNBC

‘Becoming Warren Buffett’ Goes Beyond a $74 Billion Fortune: NY Times

Buffett has bought $12 billion in stock since election: Bloomberg 

AIG to pay Berkshire $9.8 billion in commercial risk transfer: Bloomberg

Berkshire's Decker says Buffett can take his time with cash pile: Bloomberg

Why Berkshire is betting on airlines: Bloomberg 

Berkshire Hathaway portfolio changes in Q4: David Kass blog 

Becoming Warren Buffet, The man not the investor: New Yorker Three Ways Warren Buffett Is Not A Typical Billionaire: Forbes

Becoming Warren Buffett on HBO: Youtube

The Profitable Hobby of Warren Buffett: Future Asia

Buffett on CNBC February 27th: CNBC

Mohnish Pabrai:

The Dhandho Investor with Mohnish Pabrai: The Investors Podcast

Part 2: The Investors Podcast

Mohnish Pabrai on Donald Trump: Moneycontrol

Mohnish Pabrai Lecture at Boston College (Carroll School of Mgmt) - Nov 3, 2016: Youtube

Mohnish Pabrai's Approach To Beating The Market: Forbes 

Mohnish Pabrai lecture to the University of Puerto Rico MBA class on mental models: Chai with Pabrai 

The Dhandho Investor with Mohnish Pabrai: The Investors Podcast

Move Over Small Dogs Of The Dow, Here Come The Uber Cannibals: Forbes

Charlie Munger:

Charlie Munger's old Wesco Financial letters: Remembering the Obvious and My Investing Notebook

Charlie Munger Daily Journal Meeting replay: CNBC 

Charlie Munger gave Wells Fargo a vote of confidence: CNBC 

Video of the Daily Journal annual meeting: Youtube

Full transcript of the Daily Journal meeting: Latticework Investing 

Full transcript of the Daily Journal meeting: Dropbox

The Mind Of Munger: Berkshire's Vice Chairman Speaks On Wells Fargo, Trump And More: Bezinga 

Second handout from the Daily Journal meeting: Farnam Street Blog 

Handout from the Daily Journal meeting: Farnam Street Blog 

Charlie Munger on Getting Rich, Wisdom, Focus, Fake Knowledge and More: Farnam Street Blog

Charlie Munger answering questions after the Daily Journal meeting: Youtube 

Amazon/ retail:

Sears: Why the last big store must transform itself or die: Crains Chicago 1988

Amazon's next frontier is to conquer auto parts: NY Post

Amazon is eating the world: A Wealth of Common Sense

Importance of Knowing Your Investment Boundaries (Sears Mini-Case Study): Base Hit Investing

Bill Gates: 

Lunch with the FT: Bill Gates: Medium 

Bill Gates on Charlie Rose: Charlie Rose

Bill Gates and Warren Buffett at Columbia University - 27th Jan 2017: Value Investors World 

Seth Klarman:

Seth Klarman Weighs In on Trump: NY Times

Seth Klarman annual letter and comments on Trump: Business Insider 

World Energy Hits a Turning Point: Solar That's Cheaper Than Wind: Bloomberg

Steve Eisman thoughts on financials under Trump: CNBC

Bill and Melinda Gates foundation 2017 letter: Gates Notes

Investor letters: 

Greenlight Capital Q4 Letter: Scribd 

Howard Marks memo: Expert Opinion: Oaktree 

GMO Q4 2016 Letter: GMO 

Letters from top hedge fund managers: Reddit 

Baupost 2016 Letter: Link 

Other: 

Guy Spier on Getrevue: Getrevue

Best books of 2016: Farnam Street

Sohn Conference Notes: Marketfolly

Howard Marks and Rajath Shourie: CAIA Australia: Youtube

Solar could beat coal to become the cheapest power on earth: Bloomberg

When do you average down?: Bronte Capital

Are you a giver or a taker?: Tedtalk 

Three minutes with Hans Rosling will change your mind about the world: Nature

The fourth industrial revolution: a primer on Artificial Intelligence (AI): Medium

China has built the world’s largest bullet-train network: Economist

2016 was the hottest year on record: Slate 

Inside a Miracle: The 1980 U.S. Hockey Team: Farnam Street Blog

Ed Thorp on NPR: Planet Money 

Kyle Bass: Short China, Long Russia 'Good Place to Start': Bloomberg 

Renowned value investor Francis Chou is willing to wait on a bargain: Canadian Business

How to Review a Proxy Statement: Rational Walk 

Steve Eisman: “They mistook leverage for genius”: Youtube

Oaktree's Howard Marks Is Cautious, But Still Investing: Youtube

Graham and Doddsville Winter Newsletter: Columbia 

Episode #39: Ed Thorp, “If You Bet Too Much, You’ll Almost Certainly Be Ruined”: Mebfaber

Elon Musk Is Really Boring: Bloomberg

China's artificial intelligence boom: The Atlantic 

Walter J Schloss - Ben Graham Centre Value Investing 2008: Youtube 

How to build wealth by copying other investors: Pabrai

Billionaire James Simons: Conquering Wall Street with Mathematics: Youtube