Investment Library

Thanks to the Internet I have managed to put together a collection of investment resources. Below are various articles, books, speeches, videos to anybody interested in becoming a better investor. Some are all-time classics, and others are just articles that I enjoyed reading. The collection is not complete and I will update it when times permit. Why am I doing this? First, I wanted to gather some of the most important investment material under one roof. Second, somehow stuff gets lost on the Internet.

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.

Alfred Winslow Jones (A. W. Jones & Co.)

The Jones Nobody Keeps Up With by Carol Loomis (Fortune, 1966)

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)

Andrè Kostolany

Anthony ‘Tony’ Deden – Edelweiss Holdings

Anthony Deden #1 | Grant Williams | Real Vision (Youtube/Podcast)
The Grant William Podcast #2 (Podcast)
Edelweiss Journal
Remarks by Tony Deden at the Grant’s Fall Conference (PDF)
40 ‘invaluable’ investing lessons from Tony Deden (PDF)

Arnold Van Den Berg (Century Management)

Arnold Van Den Berg on Investment Strategies (Youtube)

Avner Mandelman

Book: The Sleuth Investor
Book: The Advanced Sleuth Investor
2007 Ivey Value Investing Classes Guest Speaker Q&A (Youtube)

Bear Stearns

Primer on ROIC Valuation Framework (PDF)

Benjamin Graham (Father of Value Investing)

Bill Ackman (Pershing Square)

Graham & Doddsville Winter 2015 (PDF)
What’s Eating Bill Ackman? (Institutional Investor)

Bill Gates (Microsoft/Cascade Investment)

What I Learned from Warren Buffett (Harvard Business Review)
1998 Warren Buffett & Bill Gates Discuss Innovation, Business and Success (Youtube)
2009 Warren Buffett & Bill Gates on Capitalism, Financial Crisis and America (Youtube)
In Bill Gates’s Mind, a Life of Processing (WSJ)
This Man’s Job: Make Bill Gates Richer (WSJ)
Not enough people are paying attention to this economic trend (GateNotes)
Internet Tidal Wave memo by Bill Gates

Bill Gross (PIMCO/Janus)

Bill Gross June Investment Outlook: How to Make Money (Janus Henderson)
Bill Gross: ‘We were looking for every penny we could get’ (Financial Times)
The Bill Gross You Didn’t Know: Taxes, Deficits and Asperger’s (Bloomberg)

Bill Miller (Legg Mason Capital Management)

Book: The Man Who Beats the S&P: Investing with Bill Miller
Bill Miller: Lessons From The Legendary Value Investor (Macro Ops)
Interview With Value Investor Bill Miller (Motley Fool)
Bill Miller: An Investor’s Evolution (Part I) – Neckar
It’s Bill Miller’s Time (Fortune)
The Unreformed Stock Picker: Without A Boss Bill Miller Is Betting On Amazon, Bitcoin And Bob Dylan (Forbes)

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)
Talking Stocks with Bill Nygren (The Motley Fool)

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)

Bruce Flatt (Brookfield Asset Management)

The Toll Collector (Forbes)
Meet our bargain-hunting, globe-trotting, skyline-dominating, ruthlessly smart CEOs of the Year (Globe and Mail)
Bloomberg Best: Brookfield CEO Bruce Flatt (Bloomberg)
A Global Real-Estate Giant Whispers ‘We’re Number One’ (WSJ)
A Different Kind of Buyout Firm (Barron’s)
Brookfield Goes Nuclear: Why You Should Watch The Canadian Giant’s Restructuring Work (Forbes)
A Compelling Case for Alternative Assets (Interview with Sam Pollock from BIP) (Barron’s)
How Flatt is reforging Brascan (Globe and Mail)
Private Sector; A Landlord at Disaster’s Margin (NYT)
Flatt known for art of `intelligent’ deal (Toronto Star)

Bruce Kovner (Caxton Associates)

Book: Interview in Market Wizards by Jack D. Schwager
George Soros’s Right-Wing Twin (NYMag)

Carl Icahn (Icahn Enterprises)

Carl Icahn’s Dealbook Conference Interview (Youtube/NYT)

Chandler Bros, Christopher and Richard (Sovereign Global Holdings)

Secrets of Sovereign (Institutional Investors)

Charles Ellis (Greenwich Associates)

Book: Winning the Loser’s Game
Book: The Elements of Investing: Easy Lessons for Every Investor
Book: Classics: An Investor’s Anthology
In Pursuit of the Perfect Portfolio (Youtube)
Interview: Peter Bernstein & Charles Ellis (Youtube)
Words From the Wise: Charley Ellis on Challenges Facing Investors (PDF)

Charles Schwab (Charles Schwab Corp.)

Charlie Munger (Berkshire Hathaway)

Book: Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger by Peter D. Kaufman
Book: Charlie Munger: The Complete Investor by Tren Griffin
Book: Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger by Janet Lowe
Charlie Munger’s Wesco Annual Letter 1983-2009 (PDF)
Charlie Munger, Unplugged
A Fireside Chat With Charlie Munger (WSJ)
Charlie Munger was interviewed by Ruth Porat, CFO Alphabet Inc.
Charles Munger: Secrets of Buffett’s Success? (WSJ)
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)
Charlie Munger & Li Lu Interview by Weekly in Stocks (Part 2, Part 3) (Youtube)
Caltech 2020 Zoom conversation notes
Massive compilation of Charlie Munger notes, 1071 pages. (PDF, credits to Austin Value Capital)

Chuck Akre (Akre Capital Management)

Chuck Akre Transcript Value Investor Conference 2011 (PDF)
Bad At Market Predictions, Good at Investing (WSJ/PDF)
Return on Investment (PDF)

Clayton Christenson

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

David Abrams (Abrams Capital Management)

David Dreman (Dreman Value Management, LLC)

David Einhorn (Greenlight Capital)

David Feldman

Book: The Ups and Downs of a Wall Street Trader During the Depths of the Great Depression of the 1930s

David F. Swenson (Chief Investment Officer, Yale University)

Book: Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment
Book: Unconventional Success: A Fundamental Approach to Personal Investment
How David Swensen Made Yale Fabulously Rich (Bloomberg)
The Money Management Gospel of Yale’s Endowment Guru (NYT)
In College Endowment Returns, Davids Beat the Goliaths (NYT)
Lunch with the FT: David Swensen (Financial Times)
A Conversation with David Swensen (CFR)
Yale University Open Course – Guest Speaker: David Swensen (Yale)
David Swensen Is Great for Yale. Is He Horrible for Investing? (Institutional Investing)

Dean Williams (Batterymarch Financial Management)

“Trying too hard”by Dean Williams SVP at Batterymarch Financial. Keynote speech at Financial Analysts Federation Seminar, August 9, 1981 (PDF)

Eddie Lampert (ESL Investments)

Inside The Strange Odyssey of Hedge-Fund King Eddie Lampert (Vanity Fair)

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)

Ernst & Young

Getting ROIC right (PDF)

Floyd Odlum (Atlas Corp.)

The Complex Case of Floyd Odlum (Insecurity Analysis)
Odlum Floyd’s Papers (Eisenhower Presidential Library)
The Greatest Value Investor You’ve Never Heard Of (Macro Ops)
James Grant: A Positive Lesson from the Great Depression (PDF)
Floyd B. Odium, Financier, 84, Dies (NYT)

Francis Chou (Chou Associates Management)

Renowned value investor Francis Chou is willing to wait on a bargain (Canadian Business)
The World’s Best Investors (Barron’s/PDF)
A fund manager who refunds fees? Meet Francis Chou (The Globe and Mail)
Francis Chou: “Look for a good deep-value fund” (ROB Magazine)
Francis Chou Wants To Build The Next Berkshire Hathaway (Forbes)

Francois Rochon (Giverny Capital)

Keys to Successful Investing (PDF)
Transcript of Google Talk by Francois Rochon (PDF)
The Art of Investing: Analyzing Numbers and Going Beyond – (Google Talk/Youtube)
François Rochon: Learning from Warren Buffett (Montreal Gazette)
Part I: Gurufocus Exclusive Interview
Part II: Gurufocus Exclusive Interview
Part III: Gurufocus Exclusive Interview
An enriching strategy for quality assets (Montreal Gazette)
Interview with Francois Rochon (MSN Berkshire Board)
High confidence + humble approach = happy investor (Montreal Gazette)
What Got You There (Podcast/Youtube)

Fred Liu (Hayden Capital)

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 (pdf)
A Conglomerate That Works (NYT)

Howard Marks (Oaktree Capital)

Book: The Most Important Thing
Book: Mastering the Market Cycle: Getting the Odds on Your Side
Howard Marks on Surviving Market Storms (Barron’s)
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)
Talk at Wharton (Youtube)

George Soros (Quantum Fund)

Book: The Alchemy of Finance
Book: Soros on Soros: Staying Ahead of the Curve Soros on Soros: Staying Ahead of the Curve
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)

Jack Laporte (T. Rowe Price’s New Horizons from 1987-2009)

Jack Welch (Former CEO of GE)

“Shareholder value is the dumbest idea in the world” (Financial Times)

James Montier (GMO)

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)

Book: The Everything Store: Jeff Bezos and the Age of Amazon
Amazon Empire: The Rise and Reign of Jeff Bezos (PBS)
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)
The King of Bonds (Barron’s)

Jeremy Grantham (Grantham, Mayo, Van Otterloo & Co. LLC)

Jeremy Grantham’s letters at GMO.com

Jim Chanos (Kynikos Associates)

Jim Grant (Grant’s Interest Rate Observer)

Book: Mr. Market Miscalculates
Amazon author page
Jim Grant Is a Wall Street Cult Hero.Does It Matter If He’s Often Wrong? (Institutional Investor)

Jim Simons (Renaissance Technologies Corp.)

Book: The Man Who Solved the Market
How Jim Simons Built the Best Hedge Fund Ever (Bloomberg)
The Making of the World’s Greatest Investor (WSJ)
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)
James Simons Interview – (Numberphile/Youtube)
Dr. James Simons, S Donald Sussman Fellowship Award Fireside Chat (Youtube)

Jim Sinegal (Costco)

Costco’s Competitive Secret (The Motley Fool)

Joel Greenblatt (Gotham Asset Management)

Book: You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits
Book: The Little Book That Still Beats the Market
Book: The Big Secret for the Small Investor
On Value Investing: A Conversation with Joel Greenblatt with Howard Marks (Youtube/Wharton)
Talks at Google(Youtube)
Graham & Doddsville Interview
Joel Greenblatt’s Market Secrets (Intelligent Investing With Steve Forbes) (Forbes)
WealthTrack Interview
Why Gotham’s Greenblatt Likes ‘Gushing’ Cash-Flow Stocks (Bloomberg/Youtube)
Joel Greenblatt Class Notes – Special Situation Investing Classes at Columbia University Business School (PDF)

Joel Tillinghast (Fidelity)

Book: Big Money Thinks Small: Biases, Blind Spots, and Smarter Investing
Joel Tillinghast Finds Big Returns in Small Stocks (Barron’s)
Fidelity’s Tillinghast: How He Beats the Market (Barron’s)
Fidelity’s Bright Stars (Barron’s)

John Bogle (Vanguard)

John D. Rockefeller (Standard Oil)

Book: Titan by Ron Chernow
Book: Memoirs by David Rockefeller
The Story of a Great Monopoly (The Atlantic, March 1881)
To Be a Rockefeller (Vanity Fair)
Rockefeller Was Almost Three Times Richer Than Bezos (Bloomberg)
Archived Paper: Obituary from the New-York Times
Script: Obituary from the New-York Times

John Malone (TCI & Liberty Media)

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)
John Malone: ‘I told Warren Buffett not to invest in Bill Gates before Microsoft went public’ (Telegraph)

John Neff (Windsor Fund)

Book: John Neff on Investing
John Neff – a Fifty Seven Bagger! (Investment Masters Class)
Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87

John Templeton (Templeton Funds)

Jorge Paulo Lemann (3G Capital)

Book: Dream Big by Cristiane Correa
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)

Josh Tarasoff (Greenlea Lane Capital)

Learning from Josh Tarasoff (OMD Ventures)
Essay on how Greenlea Invest
Interviewed by MIT Investment Management Co. (MITIMCO)

Julian Robertson (Tiger Management)

A Test of Conviction: Julian Robertson and the Crash of 1987 (PDF/Insecurity Analysis)

Keith Smith (Bonhoeffer Capital Management)

Lei Zhang (Hillhouse Capital) *Seeded by David Swesen of Yale Endowment

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)

Book: Moving the Mountain
Book: Poor Charlie’s Almanack (Chinese Edition)
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)
Li Lu’s Discussion of Modernization (Himalaya Capital)
Li Lu’s Discussion of Modernization Part II (Himalaya Capital)
In China, I’d Be Dead (NYT)
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)

Lou Simpson (Former CIO for Geico and current Chairman of SQ Advisors)

This investor rivals Warren Buffett — and you probably haven’t heard of him (Marketwatch)
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

Marc Andreessen (a16z)

Why Software Is Eating the World

Mark Boyar (Boyar Value Group)

2018 The Boyar Value Group Interview in Seeking Alpha
2019 SA Interview: Value Investing With The Boyar Value Group
Barron’s Interviews The Boyar Value Group (Barron’s)
Boyar Research Featured in Welling on Wall Street (Welling on Wall Street)
How to Buy Dollar Bills for 50 Cents (Barron’s)
Mark Boyar: Wise Man of Investing (Agora Financial)
Mark Boyar’s interview with The Manual of Ideas Part 1, 2, 3, 4, 5, 6 (Youtube)
Podcast

Mark Cuban (Entrepeneur, Owner of the Dallas Mavericks, Shark Tank)

Mark Cuban In Conversation With Kyle Bass (Real Vision/Youtube)

Mark Leonard (Constellation Software)

Constellation Software’s elusive CEO (Globe and Mail)

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)

Max Heine & Michael Price (Mutual Shares) – Seth Klarman’s Mentor

Max Heine: “Getting a dollar for 50 cents” (Forbes)
How To Spot The Turnaround Stocks (NYT)
Picking Losers Who Come Out On Top (NYT)
Funds’ Goal: Buying Cheap (NYT)
Michael Price Lecture 2009 Columbia Business School (CSInvesting)
‘Mr. Price Is On The Line’ (Fortune)
Asset Value As a Cushion (NYT)

Michael Burry (Scion Asset Management)

Book: The Big Short by Michael Lewis
Betting on the Blind Side (Vanity Fair)
Michael Burry Explains Why Index Funds Are Like Subprime CDOs (Bloomberg)
Compilation of Michael Burry Content (PDF)

Michael J. Mauboussin

Calculating Return on Invested Capital (PDF)

Monish Pabrai (Pabrai 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)
Volatility is the friend of a long-term investor: Mohnish Pabrai (The Economic Times)
More blog, articles and books by Monish (Chai with Pabrai)

Morningstar

Munich RE

Primer on Reinsurance (PDF)

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)

Nick Sleep (Nomad Investment Partnership)

All the Nomad letters (PDF)
Cult figure of investing one of few to grasp early promise of internet stocks – (FT)
Learning from Nick Sleep (Investment Master Class)

Nicolas “Nick” Roditi (Rovida International)

The Worlds Best Investors (Part 2) – Nicholas Roditi the Billionaire Phantom (Undervalued Shares)
Profile Nick Roditi; The Secret Agent of George Soros (The Independent/PDF)
Last Manager Set to Leave Soros Fund (NYT)

Oakmark Funds

Staying Disciplined to a Bottom-Up Process with a Focus on Intrinsic Value (TWST)
Great Adventure (Value Investor Insight)
David Herro: What’s Changed, What Hasn’t, Since the 1980s (Morningstar)

Oaktree Capital Management

It’s Not Supposed To Be Easy: How Oaktree Strives To Add Value In Uncertain Times (PDF)

Paul Isaac (Arbiter Partners) – Walter Schloss’ nephew and Irving Isaac’s son

The Value Gene (Barron’s)
Paul J. Isaac– Master Class (Real Vision)

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)
Paul Singer, Doomsday Investor Paul Singer, Doomsday Investor Notes (The New-Yorker)
Efficient Markets Need Guys Like Me by Paul Singer (WSJ)
Billionaire Paul Singer doesn’t care what you think (Business Insiders/Institutional Investor)
Elliott brings a ‘prosecutorial’ approach to activist investing (Financial Times)
Institutional Investor Billionaire Paul Singer Accuses Central Banks of Thwarting Growth (Institutional Investor)
10 Questions with Jon Pollock (The Activist Report)

Paul Tudor Jones (Tudor Investment Corporation)

Stalking Bubbles: Paul Tudor Jones 1987-1990 (PDF/Insecurity Analysis)

Peter Bevelin

Book: Seeking Wisdom: From Darwin to Munger
Book: A Few Lessons for Investors and Managers From Warren Buffett
Book: All I Want To Know Is Where I’m Going To Die So I’ll Never Go There
2007 and 2009 interviews with Peter Bevelin (PDF/Value Investing World)
Peter Bevelin on Seeking Wisdom, Mental Models, Learning, and a Lot More (Farnam Street)

Peter L. Bernstein

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
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)
Where, Oh Where Are the .400 Hitters of Yesteryear?
Interview: Peter Bernstein & Charles Ellis (Youtube)

Peter Lynch (Fidelity Investments’ Magellan Fund)

Book: One Up On Wall Street
Book: Beating the Street
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
Barron’s 1990: Is There Life After Babe Ruth?(PDF)
Peter Lynch Draws on 50 Years of Stock-Picking to Find Growth Opportunities in Today’s Market (Barron’s)
Master Stockpicker Peter Lynch: If You Only Invest in an Index, You’ll Never Beat It (Barron’s)
Compilation of Peter Lynch Writing

Philip Carret (The Pioneer Fund)

Book: The Art of Speculation
Book: Common sense from an uncommon man
Book: A Money Mind at Ninety
Buy ‘em Cheap and Hold ‘em by Jason Zweig
Philip Carret, Money Manager, Dies at 101 (NYT)
Patience? This Man Practically Invented It (NYT)
How to invest like… Warren Buffett’s hero Philip Carret (The Telegraph)

Ralph Wanger (Acorn Fund)

Book: A Zebra in Lion Country
How to make money in small-cap stocks (Morningstar)
Acorn Fund (NYT)

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)
Reddit “Ask Me Anything” question and answer session (Reddit)
Book: Big Debt Crises
Book: Principles: Life and Work

Sam Zell (Equity Group Investments)

Book: Am I Being Too Subtle?: Straight Talk From a Business Rebel
1982: The Grave Dancer (PDF)

Shelby Cullom Davis (Davis Advisors)

Book: The Davis Dynasty
Davis Funds
Family affair (Institutional Investor)
The Wisdom of Great Investors (Davis Funds)
Grandfather Knows Best (Insurance Observer)
Shelby Davis Resource Page (ValueWalk)

Seth Klarman (Baupost Group)

Book: Margin of Safety (cheap on Kindle)
Seth Klarman Baupost Group Letter 1995-2001
Seth Klarman – The Value of Not Being Sure (PDF)
The Collected Wisdom of Seth Klarman
Investor Is More Worried Than Ever (WSJ)
Outstanding Investor Digest 2009 Interview
Harvard Business School Interview with Seth Klarman
Hard Choices (HBS)
The Oracle of Boston (The Economist)
1991 Barron’s Interview (Transcript) or Klarman Barrons 1991 Interview – Value Hunter
Why Value Investors Are Different by Seth Klarman (Barron’s)
Opportunities for Patient Investors – Seth Klarman and Jason Zweig (PDF)
Don’t Be a Yield Pig (PDF)
On Running a Fund Interview (CSInvesting)
Interview from Alpha Magazine
Why Most Investment Managers Have It Backwards (CSInvesting)
The Investor Seth Klarman, in a Rare Interview, Offers a Warning. Davos Should Listen (The New Yorker)

Stanley Druckenmiller

CNBC’s full interview with Stanley Druckenmiller (CNBC)

Ted Weschler (Berkshire Hathaway)

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)
Graham & Dodd Annual Breakfast 2022

Tom Gayner (Markel)

Tom Gayner on the Indispensable Drivers of Long-Term Compounding (MOI Global)

Tom Murphy – Capital Cities

Business Lessons from Tom Murphy (Rational Reflection/Substack)
Charlie Rose Interview

Tom Russo (Gardner Russo & Gardner)

Learning from Superinvestors: The Wisdom of Tom Russo (Latticework)

Vanguard

How risk, reward & time are related

Vitaliy Katsenelson (Contrarian Edge, Investment Management Associates, ValueX Vail)

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)

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’s first major TV interview and 5,106 pages of wisdom you will never read (Neckar Insecurity Analysis)
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)
Why Stocks Beats Gold and Bonds (Fortune)
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)
How to Tame the Casino Society by Warren Buffett (Washington Post)

Will Danoff (Fidelity Investments)

The $108 Billion Man Who Has Beaten the Market Link 1, Link 2 (WSJ)
Fidelity’s Will Danoff Looks Back on 30 Years at Contrafund (Barron’s)
Fidelity’s Bright Stars (Barron’s)

William Green (Author)

William N. Thorndike

Book: The Outsiders
William Thorndike: “The Outsiders” (Talks at Google)
Brent Beshore interviews Trish Higgins and Will Thorndike at Capital Camp 2019 (Youtube)

Other ,Article, Topics of Interest

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