Thanks to the Internet!
Below are various articles, books, speeches, videos to anybody interested in becoming a better investor. The collection is not complete and I will update it when times permit.
The resources are not simply about investing. It is about becoming a better human being. Learning from the success and failure of others is the fastest way to get smarter and wiser without a lot of pain.
The best thing a human being can do is help another human being know more. – Charlie Munger, Berkshire Hathaway Annual Meeting, 2010
The resources are classified by alphabetical order.
Allan Mecham (Arlington Value Management)
- Manual of Ideas – Allan Mecham Interview (pdf)
- The 400% Man (Marketwatch)
- Is This The Next Warren Buffett? (Forbes)
- The Oracle of Salt Lake City (ComplianceX)
- Arlington Capital Presentation – Avoid the Deadly Sins (pdf)
- Arlington Value 2013 Letter (pdf)
- Arlington Value 2014 Letter (Valuewalk)
- Arlington Value 2015 Letter (pdf)
Bear Stearns
Benjamin Graham (Father of Value Investing)
- “Securities in an Insecure World” San Francisco speech transcript in 1963 (PDF) (Thanks to Jason Zweig for transcript/copy and comments)
- Should Rich But Losing Corporations Be Liquidated? (Forbes)
- Book: Security Analysis 6th edition
- Book: The Intelligent Investor: The Definitive Book on Value Investing
Bill Ackman (Pershing Square)
- Graham & Doddsville Winter 2015 (PDF)
- What’s Eating Bill Ackman? (Institutional Investor)
Bill Gates (Microsoft/Cascade Investment)
- 1998 Warren Buffett & Bill Gates Discuss Innovation, Business and Success (Youtube)
- 2009 Warren Buffett & Bill Gates on Capitalism, Financial Crisis and America(Youtube)
- This Man’s Job: Make Bill Gates Richer (WSJ)
Bill Gross (PIMCO/Janus)
- Bill Gross June Investment Outlook: How to Make Money (Janus Henderson)
Bill Nygren (Oakmark Fund)
- Bill Nygren: “Value Investing Principles and Approach” (Talks at Google)
- 11 Questions With Oakmark’s Bill Nygren And Win Murray (Forbes)
Bruce Berkowitz (Fairhome Funds)
- Why Bruce Berkowitz Still Likes Stocks Others Hate (Video, Bloomberg)
- After the Apocalypse (Barron’s)
- Betting Big, Winning Big: Interview With Bruce Berkowitz, CEO of Fairholme Capital Management (Barron’s)
- The Manager of the Decade award (Morningstar)
Carl Icahn (Icahn Enterprises)
- Carl Icahn’s Dealbook Conference Interview (Youtube/NYT)
Charlie Munger (Berkshire Hathaway)
- The Psychology of Human Misjudgement speech (pdf)
- Boom and Bust Is Normal (10 min) (BBC/Youtube)
- A Conversation with Charlie Munger and Michigan Ross – 2017 (Script) (Youtube/The Ross School of Business)
- Books:
Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger by Peter D. Kaufman
Charlie Munger: The Complete Investor by Tren Griffin
Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger by Janet Lowe
Columbia Business School
- The Graham and Dodd Luncheon Symposium Transcript (David Abrams, Bruce Berkowitz, James Grant, Glenn Greenberg, Bruce Greenwald, Roger Lowenstein, Howard Marks, J. Ezra Merkin and Thomas Russo.)
Daniel Kahneman
- Don’t Blink! The Hazards of Confidence (NYT)
- A Conversation With Daniel Kahneman; On Profit, Loss and the Mysteries of the Mind(NYT)
David Einhorn (Greenlight Capital)
- David Einhorn’s Speech at Value Investing Congress 2006 (PDF)
- Book: Fooling Some of the People All of the Time, A Long Short by David Einhorn
David F. Swenson (Chief Investment Officer, Yale University)
- The Money Management Gospel of Yale’s Endowment Guru (NYT)
- In College Endowment Returns, Davids Beat the Goliaths (NYT)
- A Conversation with David Swensen (CFR)
- Book: Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment
- Book: Unconventional Success: A Fundamental Approach to Personal Investment
Dean Williams (Batterymarch Financial Management)
Elon Musk (Tesla Motors, SpaceX)
- Elon Musk: The Architect of Tomorrow (Rolling Stones Magazine)
- Book: Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future by Ashlee Vance
- Elon’s Email to SpaceX Employees Regarding Taking The Company Public
Ed Thorp (Princeton/Newport Partners)
- Ed Thorp: the man who beat the casinos, then the markets (FT)
- Podcast: Ed Thorp talks with Barry Ritholtz on the Masters in Business
- Ed Thorp Interview at Context Summits Miami 2017 (Youtube)
- The House Always Wins. Then He Came Along (NPR)
- Edward Thorp’s 20% Annual Return For 30 Years (Forbes)
- Book: A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market
Francois Rochon (Giverny Capital)
- Transcript of Google Talk by Francois Rochon (PDF)
- The Art of Investing: Analyzing Numbers and Going Beyond – (Google Talk/Youtube)
Henry Singleton (Teledyne Inc.)
- Henry Singleton Forbes 1979 article
- Teledyne and Dr. Henry Singleton, Case Study in Capital Allocation (pdf)
- The Manual of Ideas on Business Leader Henry Singleton (Youtube)
- Henry E. Singleton, a Founder Of Teledyne, Is Dead at 82 (NYT)
- Emulate Henry Singleton (Grant’s Interest Rate Observer)
- The Brain Behind Teledyne, A Great American Capitalist (NY Observer)
- Corporations: Teledyne’s Takeoff (Time)
- A Case Study In Financial Brilliance by Leon G. Cooperman (Valuewalk)
- A Conglomerate That Works (NYT)
Howard Marks (Oaktree Capital)
- Howard Marks’ letters at OaktreeCapital.com
- Howard Marks: “The Most Important Thing – Origins and Inspirations” (Talks at Google)
- Podcast: Interview with Howard Marks: Masters in Business
- Oaktree’s Howard Marks on Market Warning, Risks, FAANGs (Youtube/Bloomberg)
- Oaktree’s Howard Marks: Keep Calm and Invest On (Youtube/Bloomberg)
- Book: The Most Important Thing
George Soros
- George Soros – I Would Rather Call Myself An Insecurity Analyst (The Acquirer’s Multiple)
Guy Spier (Aquamarine Fund)
- An Interview with Famed Value Investor Guy Spier (DoughRoller)
- My $650,100 Lunch with Warren Buffett (Time)
Indexing
- The Silent Road to Serfdom: Why Passive Investing is Worse Than Marxism (Sanford C. Bernstein & Co./Bloomberg)
- Are Index Funds Communist? (Bloomberg)
Irving Kahn (Kahn Brothers & Company)
- Irving Kahn, Oldest Active Wall Street Investor, Dies at 109 (NYT)
- A Dozen Things I’ve Learned from Irving Kahn about Value Investing and Business(25iq)
- How to Play the Market: Irving Kahn (Bloomberg)
- 108-year-old investor: ‘I doubled my money in 1929 crash – and I’m still winning’ (Telegraph)
- The 100-Year-Old on Wall Street (NPR)
- 106-year-old stockbroker talks shop (CNN)
Jamie Dimon (JPMorgan Chase)
- Lessons from the CEO Warren Buffett turns to for guidance (CNBC)
- Jamie Dimon talk (Stanford Graduate School of Business)
Jeff Bezos (Amazon)
- Jeff Bezos and brother Mark give a rare interview about growing up and secrets to success (Summit/Youtube)
- Jeff Bezos’ guide to life (TechCrunch)
Jeffrey Gundlach (DoubleLine Capital)
- Jeffrey Gundlach: The Man Behind The Millions (Buffalo News)
Jeremy Grantham (Grantham, Mayo, Van Otterloo & Co. LLC)
- Jeremy Grantham’s letters at GMO.com
Jim Chanos (Kynikos Associates)
- Chanos: Is a big change underway in global capitalism?
- Transcript of Jim Chanos’ appearance on CNBC (CNBC)
Jim Simons (Renaissance Technologies Corp.)
- Jim Simons, the Numbers King (The New-Yorker)
- Billionaire Mathematician James Simons Flopped the First Time He Invested(Bloomberg)
- The mathematician who cracked Wall Street (TED Talk)
- “World’s Smartest Billionaire:” James Simons is Cal Alumnus of the Year for 2016 (California Magazine)
Joel Greenblatt (Gotham Asset Management)
- On Value Investing: A Conversation with Joel Greenblatt with Howard Marks(Youtube/Wharton)
- Joel Greenblatt’s Market Secrets (Intelligent Investing With Steve Forbes) (Forbes)
Joel Tillinghast (Fidelity)
John Malone (TCI & Liberty Media)
Articles & Letters
- John Malone: Flying Solo (The New Yorker – February 7, 1994)
- AT&T Completes the Acquisition of TCI (NYT, March 10, 1999)
- Cable’s Darth Vader Is Back (Forbes)
- National Western Stock Show Citizen of the West John Malone known for loyalty, can-do Western spirit (Denver Post)
- Liberty Media Company History (Liberty Media)
- Largest Land Owner (Land Report 100)
- CNBC’s full interview with Liberty Media’s John Malone (CNBC)
Jorge Paulo Lemann (3G Capital)
- What I Learned at Harvard (PDF, Santangel’s Review)
- Jim Collins Interviews Jorge Paulo Lemann (Youtube/Havard Business School 2016)
- Nitin Nohria Interviews Jorge Paulo Lemann and Warren Buffett (Youtube/Havard Business School 2017)
- Book: Dream Big by Cristiane Correa
Lei Zhang (Hillhouse Capital)
- Lei Zhang’s Lecture at Columbia Business School (Link 1, link 2)
- The Chinese Billionaire Zhang Lei Spins Research Into Investment Gold (NYT)
- Zhang Lei has Lunch with the FT (Financial Times)
- Hillhouse Capital Zhang Lei: the best investment does not need to quit (Netease, Translated from Chinese)
Li Lu (Himalaya Capital)
- Li Lu —Know What You Don’t Know (Graham & Doddsville)
- Foreword to the Chinese Edition of Poor Charlie’s Almanack (PDF)
- Li Lu – The Prospects for Value Investing in China (PDF)
- Li Lu – From Tiananmen Square to Possible Buffett Successor(PDF)
- Li Lu’s Talk at Columbia 2006 (PDF)
- Li Lu’s 2010 Columbia Lecture (PDF)
- Reflections On Reaching Fifty (ValueWalk)
- Video: Li Lu’s 2006 Columbia Lecture (Youtube)
- Video: Li Lu’s 2010 Lecture at Columbia (Youtube)
- Video: Li Lu’s Presentation at the FAME Student Investment Conference (Part 1, Part 2, Part 3)
- Book: Moving the Mountain
- Book: Poor Charlie’s Almanack (Chinese Edition)
Lou Simpson (Former CIO for Geico and current Chairman of SQ Advisors)
- A Q&A with renowned investor Lou Simpson (Kellogg Insight)
- A Dozen Things I’ve Learned from Lou Simpson About Investing and Business (25iq)
- Some insight on Lou Simpson and how he works (Value Investing World)
- Lou Simpson and portfolio construction (Value Investing World)
- The Next Warren Buffett (Forbes)
- A Maestro of Investments in the Style of Buffett (NYT)
- Lou Simpson WSJ Interview
Mark Cuban (Entrepeneur, Owner of the Dallas Mavericks, Shark Tank)
- Mark Cuban In Conversation With Kyle Bass (Real Vision/Youtube)
Mark Sellers
- Mark Sellers Speech to Sellers Capital Investors, June 9, 2007 (PDF)
- So You Want To Be The Next Warren Buffett? How ís Your Writing? (PDF/Manual of Ideas)
Martin J. Whitman (Third Avenue Management)
- Shareholder Letters – Third Avenue Management
- Free Book: Dear Fellow Shareholders…
- Book: Distress Investing: Principles and Technique
- Book: Modern Security Analysis: Understanding Wall Street Fundamentals
- Book: The Aggressive Conservative Investor
- Having the Last Laugh – Barrons (PDF/Barron’s)
- A Dozen Things I’ve Learned from Marty Whitman/Third Avenue about Investing(25iq)
- Marty Whitman Still Dives Deep For Value (PDF/Barron’s)
- Enduring Values, Enduring Value (PDF/Barron’s)
- The Big Money in Busted Bonds (Fortune)
- Remembering Famed Value Investor Marty Whitman (Morningstar)
Monish Padrai (Padrai Funds/Dhandho Funds)
- Mohnish Pabrai Lecture at Boston College Nov 2017 (Youtube/Carroll School of Mgmt)
- Why Mohnish Pabrai Likes GM, Fiat, and Southwest Air (Barron’s)
- How A Chinese Economic Policy Could Save Club Med Countries (Forbes)
- More blog, articles and books by Monish (Chai with Padrai)
Morningstar
Nassim Nicholas Taleb (Author of Fooled By Randomness and The Black Swan)
- Nassim Nicholas Taleb (Talks at Google)
- Nassim Taleb and Daniel Kahneman discusses Antifragility at NYPL (Youtube/NYPL)
Paul Singer (Elliott Management)
- The World’s Most Feared Investor (Bloomberg)
- The David Rubenstein Show: Paul Singer (Youtube/Bloomberg)
- Inside Elliott Management: How Paul Singer’s Hedge Fund Always Wins (Fortune)
Peter L. Bernstein
- A (Long) Chat With Peter L. Bernstein by Jason Zweig
- Our Interview with Peter L. Bernstein (Advisor Perspectives)
- Obituary: Peter L. Bernstein; Influential Economic Historian (WP)
- Peter L. Bernstein on Risk (McKinsey & Company)
- The Big Interview: Chuck Jaffe talks to Peter L. Bernstein, author of “Capital Ideas Evolving” (Marketwatch)
- Interview With Peter Bernstein | Betting On The Market (PBS)
- Book: The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
- Book: The Four Pillars of Investing: Lessons for Building a Winning Portfolio
Peter Lynch (Fidelity Investments’ Magellan Fund)
- Peter Lynch Interview – Picking Stocks & Investing (Youtube)
- A Wall Street legend explains why it ‘disturbs’ him when people tell him they ‘play the market’ (Business Insider)
- Interview With Peter Lynch | Betting On The Market (PBS)
- Peter Lynch — Charlie Rose
Ray Dalio (Bridgewater Associates)
- How Hegemons Fall (Morningstar)
- Populism: The Phenomenon(Pdf) (Daily Observations)
- How to build a company where the best ideas win (TED Talk)
- A Conversation with Ray Dalio and Michael Milken (MilkenInstitute/Youtube)
- How The Economic Machine Works (Bridgewater/Youtube)
- Tony Robbins interviews billionaire Ray Dalio (Tony Robbins/Youtube)
- Ray Dalio: There is Nothing That is Very Attractive
- Hedge Fund Trader Ray Dalio Best Trading Techniques
- Dalio discussing his investing principles at the Bloomberg Markets 50 Summit with Erik Schatzker (Bloomberg/Youtube)
Seth Klarman (Baupost Group)
- Seth Klarman – The Value of Not Being Sure (PDF)
- The Collected Wisdom of Seth Klarman (Santangel’s Review)
- Legendary Investor Is More Worried Than Ever (WSJ)
- Seth Klarman OID Interview March 2009 (PDF)
- Harvard Business School Interview with Seth Klarman
- The Oracle of Boston (The Economist)
- 1991 Barron’s Interview
Stanley Druckenmiller
Ted Weschler (Berkshire Hathaway)
- Interview with Warren Buffett’s investment manager Ted Weschler (Business Insider)
- Warren Buffett’s money managers, Todd Combs and Ted Weschler, speak (Yahoo)
- Buffett’s three T’s (CNBC)
Todd Combs (Berkshire Hathaway)
- 10 Questions: Todd Combs (FSU/Vires Magazine)
- What it’s like working for Warren Buffett (CNBC)
- Warren Buffett’s money managers, Todd Combs and Ted Weschler, speak (Yahoo)
- Buffett’s three T’s (CNBC)
- Investors earn handsome paychecks by handling Buffett’s business (Omaha World-Herald)
- The Billionaire Whisperer Who United Bezos, Buffett and Dimon (Bloomberg)
- Read the Farewell Letter from Todd Combs’ Hedge Fund (WSJ)
Tom Russo (Gardner Russo & Gardner)
- Learning from Superinvestors: The Wisdom of Tom Russo (Latticework)
Vanguard
Warren Buffett (Berkshire Hathaway)
- The Superinvestors of Graham-and-Doddsville (pdf) (If you’ve never read this essay before, please read it. It may be the most important essay ever written in the world of investing. )
- Buffett Partnership Letters -1957-70 (PDF)
- Warren Buffett’s Letters to Berkshire Shareholders (BRK home website)
- Warren Buffett’s first tax return (PBS)
- Buffett Standford Seminar 1978 (PDF)
- Warren Buffett’s 1950s Articles in the Commercial and Financial Chronicle
- Warren Buffett’s 1962 Letter to Barron’s
- 1972 Buffett Letter to Sees Candies (PDF)
- 1999 Fortune Magazine Interview. Stock expectations and the Internet (Fortune by Carol Loomis)
- Warren Buffett on PBS NewsHour Part 1, Part 2 (PBS)
- Warren Buffett – HBO Documentary
- Warren Buffett brilliantly explains how bubbles are formed (Business Insider)
- Interview: John Templeton Warren Buffett Robert Wilson (Youtube)
- Three Lectures to Notre Dame Faculty, MBA students and undergraduates 1991 (PDF)
Walter Schloss (Walter & Edwin Schloss Associates)
- Sixty-Five Years on Wall Street (Pdf, Grant’s Interest Rate Observer via Grahamanddoddsville.net)
- Walter & Edwin Schloss Associates interview (Outstanding Investor Digest via CSinvesting)
- Benjamin Grahamand Security Analysis: A Reminiscence (Pdf va CSinvesting)
- Super Investors of Graham-and-Doddsville (PDF)
- ‘Superinvestor’ Who Earned Praise From Buffet, Dies at 95 (Bloomberg)
- Schloss – Making Money Out of Junk (PDF/Forbes)
- NYSSA Dedication to Walter Schloss (PDF)
- Warren Buffett – On Walter Schloss (PDF)
- The Hippocratic Method in Security Analysis (PDF)
- Liquidations Criteria (PDF)
Will Danoff (Fidelity Investments)
William N. Thorndike
- William Thorndike: “The Outsiders” (Talks at Google)
- Book: The Outsiders
Source: Brian Langis
Brian writes one of the finest investing blogs that I have come across. You can visit his blog