Collection of investment resources

Updated on

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.

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)

Benjamin Graham (Father of Value Investing)


Bill Ackman (Pershing Square)

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)

Bruce Berkowitz (Fairhome Funds)


Carl Icahn (Icahn Enterprises)

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

Charlie Munger (Berkshire Hathaway)

Daniel Kahneman

David Einhorn (Greenlight Capital)

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

Elon Musk (Tesla Motors, SpaceX)

Ed Thorp (Princeton/Newport Partners)

Francois Rochon (Giverny Capital)

  • The Art of Investing: Analyzing Numbers and Going Beyond – (Talks at Google)

Henry Singleton (Teledyne Inc.)

Howard Marks (Oaktree Capital)

  • Howard Marks’ letters at
  • 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)


Irving Kahn (Kahn Brothers & Company)

Jamie Dimon (JPMorgan Chase)

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

Jim Chanos (Kynikos Associates)

Jim Simons (Renaissance Technologies Corp.)

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

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)

Li Lu (Himalaya Capital)

  • Li Lu —Know What You Don’t Know (Graham & Doddsville)

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

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 via Manual of Ideas)

Monish Padrai (Padrai Funds/Dhandho Funds)


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)

Peter L. Bernstein

Peter Lynch (Fidelity Investments’ Magellan Fund)

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)

Stanley Druckenmiller

Ted Weschler (Berkshire Hathaway)

Todd Combs (Berkshire Hathaway)

Tom Russo (Gardner Russo & Gardner)

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


Warren Buffett (Berkshire Hathaway)

Walter Schloss (Walter & Edwin Schloss Associates)

Will Danoff (Fidelity Investments)

William N. Thorndike

  • William Thorndike: “The Outsiders” (Talks at Google)
  • Book: The Outsiders

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