Investor Resources
Will be updated periodically.
Warren Buffett
- Letters to Berkshire Shareholders (1977+)
- Buffett Partnership Letters (1957-1970)
- Berkshire Annual Meeting Videos (1994+)
- Buffett on Jewelry Business & Borsheims
- Alice Schroeder (author of The Snowball) on Buffett's Investment Strategy & Case Study on Buffett's Investment in Mid-Continent Tab Card Company
- Alice Schroeder Interview (mainly on her Buffett Insights)
- Buffett on Wells Fargo (from CNN Money - 2009)
- Buffett 1999 Speech on Stock Market Valuation
- Buffett OpEd for NYT (October 2008) - "Buy American. I Am"
- Forbes Articles on Buffett (32 pages)
- Buffett 1976 GEICO Letter
- Buffett - Jeff Raikes E-mail Exchange
- Buffett Notre Dame Transcript - 1991 (48 pages)
- Buffett University of Florida Transcript - 1998 (24 pages)
- Buffett University of Nebraska Transcript - 1994 (26 pages)
- Buffett Columbia MBA Transcript - 2002 (10 pages)
- Outstanding Investor Digest - BRK Annual Meeting 1991
- Outstanding Investor Digest - BRK Annual Meeting 1992
Charlie Munger
- Wesco Letters to Shareholders (1997-2009)
- Blue Chip Stamps Letters to Shareholders (1978-1982)
- Charlie Munger Collection of Speeches, Essays, & Wesco Annual Meeting Notes (1994-2011) (394 pages)
- Munger's Harvard Westlake Talk (2010)
- Munger in Outstanding Investor Digest - 1995
- Munger in Outstanding Investor Digest - 1997
- Munger in Outstanding Investor Digest - 1998
Li Lu (Himalaya Capital)
- Li Lu's Reflections on Reaching Fifty
- Lecture at Columbia Business School (2006)
- Lecture at San Francisco State University (2012)
- Columbia Business Conference (2021)
- Graham & Doddsville Interview (2013)
- Forward to Chinese Edition of Poor Charlie's Almanack
Allan Mecham (Arlington Value Capital)
- Letters to Investors (2008-2016)
- Letter to Investors - 2007
- Letter to Investors - 2006
- Investor Presentation - 12/2014
- WSJ Article (2012) - "The 400% Man"
- MW Article (2013) - "The Latest Bold Bet of the 400% Man"
- Manual of Ideas Interview (2010) (6 pages)
- Manual of Ideas Interview (2016) (3 pages)
Chris Hohn (TCI Fund Management)
- TCI & 3G Presentation on CSX (2008)
- TCI Safran Presentation (2017)
- TCI Letter to Safran Chairman (2017)
- TCI Charter Notes at Sohn London Conference (2016)
- TCI Article in FT (2012) - "TCI goes where other funds fear to tread"
- TCI Article in FT (2015) - "Sir Chris Hohn’s TCI returns market-beating 14%"
- TCI Article in II (longer article) - "Chris Hohn Is a Hedge Fund Manager Like No Other"
Ted Weschler (Peninsula Capital & Berkshire)
- Final Letter to Peninsula Capital Investors - 2011
Norbert Lou (Punch Card Management)
- Norbert Lou Interview - 2011 (30 pages)
- Norbert Lou's VIC write-up's (7 total)
Nick Sleep (Nomad Investment Partnership)
- Letters to Investors (2001-2014)
- Nick Sleep's Analysis of Costco (interview in Value Investor Insight)
Ian Cumming & Joseph Steinberg (Leucadia National)
- Letters to Shareholders (1978-2015)
David Abrams (Abrams Capital)
- David Abrams Interview on Columbia Podcast
- WSJ Article on Abrams (2014) - "Hedge-Fund World's One-Man Wealth Machine"
Joel Greenblatt
- Greenblatt's Columbia Class Notes (312 pages)
- Duff & Phelps Case Study
Glenn Greenberg (Brave Warrior Advisors)
- Interview in Graham & Doddsville Newsletter (Spring 2010)
Eddie Lampert (ESL Investments)
- NYT Article (2002) - "Personal Business; Big Returns, Minus the Pleasantries"
- Vanity Fair Article (2018) - “They Could Have Made a Different Decision”: Inside the Strange Odyssey of Hedge-Fund King Eddie Lampert"
- CNN Money Article (2006) - "Eddie Lampert: The best investor of his generation"
- NYT Article (2004) - "The Architect Behind Kmart's Surprising Takeover of Sears"
Lou Simpson (GEICO/Berkshire)
- GEICO Letters ('81-'94)
David Tepper (Appaloosa)
- David Tepper CMU Presentation - Transcript (2007)
- Fund Boss Made $7 Billion in the Panic - WSJ (2009)
Mark Sellers (Sellers Capital)
- Harvard Speech (2007) - "So you want to be the next Warren Buffett? How's your writing?"
- Interview in Investor Hotline Newsletter (4 pages)
- Speech to Sellers Capital Investors (4 pages)
Henry Singleton (Teledyne)
- Articles on Henry Singleton & Teledyne (43 pages)
- Teledyne Financial Summary ('61-'89)
- Leon Cooperman Slides on Singleton & Teledyne (2007)
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