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Sunday, August 9, 2020
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2018 DJCO Annual Shareholder Meeting – AUDIO, NOTES

Notes from the 2018 DJCO annual shareholder meeting. UPDATED on 2/20 at 2:42PM EST with our full transcript right here   Further reading Charlie Munger Talk...

HVS 4Q19 Newsletter: Interview with Peter Rabover, the PM of Artko Capital

Welcome to the December 2019 (Q4) issue of Hidden Value Stocks. In this issue, we included interviews with two fund managers as well as...

Six Different Checks To Spot Cash Flow Manipulation

Earnings are what people talk about, cash is what keeps the business going. As an investor it is vital you understand how well the underlying...

A Fascinating Look at Dr. Michael Burry’s Investment Strategy

A Fascinating Look at Dr. Michael Burry’s Investment Strategy by John Szramiak was originally published on Vintage Value Investing Dr. Michael Burry was one of...
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George Soros Book List

We continue updating our series on books recommended by famous investors. In the case of George Soros we have the exact opposite of Bill...

Behavioural Biases And Their Effects On Investment Decisions Series – Part 3

The behavioural biases hold the capability to make the most rational person irrational. They make a person take illogical decisions and suffer the consequences....
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Why Is Silicon Valley Ignoring Core Technology Companies?

Recently, the world witnessed the largest IPO ever.  Saudi Aramco went public and just a couple of days later it hit the $2 Trillion...
Ron Baron

Ron Baron On His Journey As An Investor

Ron Baron's Baron Funds letter to investors for the first quarter ended March 31, 2015. This is a really good one check it out...

The Secrets to Achieving Warren Buffett’s 500-Pages-Per-Week

Warren Buffett gave a talk to Columbia business school students in late 2001 or early 2002, the last question that was asked to Buffett...
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300+ Book Recommendations From Mohnish Pabrai

UPDATED: 01/09/2018 at 1:50PM EST While we are updating our books list one investor readers asked us about was Mohnish Pabrai.  When we looked...
Charlie Munger Daily Journal

Charlie Munger Daily Journal 2015 Meeting [FULL NOTES]

Also see notes from Charlie Munger Daily Journal 2015 shareholder meeting Charlie Munger Daily Journal 2015 Meeting audio followed by notes below a Rafflecopter giveaway Notes from 3/25/15 Daily...
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255 Books Recommended By Michael Mauboussin

Michael Maubossin has recommended a vast array of books over the years. Thanks to some of his recent tweets of his book shelf we...
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The Value of Corporate Culture: The Case of Berkshire Hathaway

Guest post by Lawrence A. Cunningham, author of the best-seller, The Essays of Warren Buffett: Lessons for Corporate America, and an upcoming book, Berkshire Beyond Buffett: The...
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Investing In Private Equity: Pros And Cons

Should I Invest in Private Equity? by David Merkel, CFA of AlephBlog One of the best things for me regarding blogging are the readers who...
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Jeff Bezos’ Favorite Books

This list of Jeff Bezos' favorite books was created  on 2/19/2018 Although, he has never authored one, Jeff Bezos has recommended a bunch of books...