Here is a collection of notes from Warren Buffett, Charlie Munger, Berkshire Hathaway, Wesco’s annual meetings, individual articles and books on them.
Speeches and writings by Warren Buffett
Letters to Shareholders
1/99
Berkshire Hathaway Owner’s Manual
1977-present
Letters to Berkshire Hathaway Shareholders
1969-1976 (except 1970)
Letters to Berkshire Hathaway Shareholders
Fortune Articles
10/26/03
America’s Growing Trade Deficit Is Selling the Nation Out From Under Us
3/3/03
Berkshire Hathaway and Junk Bonds
3/3/03
Buffett on Investing in Stocks Today
3/3/03
Warren Buffett: What Worries Me
12/10/01
Warren Buffett on the Stock Market
02/01
11/22/99
Mr. Buffett on the Stock Market
7/20/98
The Bill & Warren Show
4/3/95
1990
4/11/88
The Inside Story of Warren Buffett
9/29/86
Should You Leave It All to the Children?
4/14/86
12/26/83
Can You Beat the Stock Market?
8/22/83
5/77
How Inflation Swindles the Equity Investor
4/66
The Jones Nobody Keeps Up With
Other Letters/Articles/Emails
8/97
Email Exchange With Microsoft’s Jeff Raikes
11/91
12/7/87
Letter to John Dingell: Early Fears About Index Futures
1984
The Superinvestors of Graham-and-Doddsville
Talks With Students
Spring 2005
Talk With Tuck MBA Students
1/05
Talk With Vanderbilt MBA Students
1/25/05
Notes from Student from Visit With Buffett
11/12/04
Talk With Wharton MBA Students
10/10/03
Talk With Wharton MBA Students
10/03
Speech and Q&A at Oquirrah Institute
4/03
Talk with Harvard MBA students
(article 1) (article 2)
5/9/02
Talk With Columbia MBA Students
Fall 2001
Interview with Nebraska Business Magazine
10/15/98
Talk with University of Florida MBA students (transcript) (streaming video)
10/10/94
Lecture at the University of Nebraska
1991
Books about Buffett
2008
2008
The Snowball: Warren Buffett and the Business of Life by Alice Schroeder
2004
Of Permanent Value: The Story of Warren Buffett by Andrew Kilpatrick
1996
Buffett: The Making of an American Capitalist by Roger Lowenstein
Buffett’s Book Recommendations (most recent at the top)
The Intelligent Investor by Benjamin Graham (Buffett calls this “my favorite book on investing”)
Bull! by Maggie Mahar
The Smartest Guys in the Room by Bethany McLean and Peter Elkind
In an Uncertain World by Bob Rubin
The Warren Buffett CEO: Secrets of the Berkshire Hathaway Managers by Robert Miles
Personal History by Katherine Graham
Speeches and writings by Charlie Munger
Letters to Shareholders and Other Writings
2009
2001
The Great Financial Scandal of 2003
1997-present
5/30/89
Resignation letter from the U.S. League of Savings Institutions
Speeches
Dueling Views of Reform (article in the San Francisco Chronicle about Munger’s comments at Stanford Law School Directors College)
10/3/03
Academic Economics: Strengths and Faults After Considering Interdisciplinary Needs (my column about this speech is Munger Goes Mental, 6/4/04)
8/21/02
Munger on Human Misjudgments
1994
A Lesson on Elementary, Worldly Wisdom as it Relates to Investment Management & Business (lecture at USC business school)
On Philanthropy
11/10/00
Talk of Charles T. Munger to Breakfast Meeting of the Philanthropy Round Table
3/99
10/14/98
The Investment Practices of Charitable Foundations
Other
3/03
The Munger Network of Mental Models (paper by Rich Rockwood)
Books About Munger
2009
How We Can Restore Confidence by Charles T. Munger
2008
Seeking Wisdom: From Darwin to Munger by Peter Bevelin
2008
Poor Charlie’s Almanack edited by Peter D. Kaufman
2003
Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger by Janet Lowe
2003
Seeking Wisdom: From Darwin to Munger by Peter Bevelin
Munger’s Book Recommendations (most recent at the top)
Deep Simplicity by John Gribbin
F.I.A.S.C.O.: The Inside Story of a Wall Street Trader by Frank Partnoy
Ice Age by John & Mary Gribbin
How the Scots Invented the Modern World: The True Story of How Western Europe’s Poorest Nation Created Our World and Everything in It by Arthur Herman
Models of My Life by Herb Simon
A Matter of Degrees by Gino Segre
Andrew Carnegie by Joseph Frazier Wall
Guns, Germs, and Steel: The Fates of Human Societies by Jared Diamond
The Third Chimpanzee by Jared Diamond
Influence: The Psychology of Persuasion by Robert B. Cialdini
The Autobiography of Benjamin Franklin
Living Within Limits: Ecology, Economics, and Population Taboos by Garrett Hardin
The Selfish Gene by Richard Dawkins
Titan: The Life of John D. Rockefeller, Sr. by Ron Chernow
The Wealth and Poverty of Nations: Why Some Are So Rich and Some So Poor by David S. Landes
The Warren Buffett Portfolio by Robert Hagstrom
Genome: The Autobiography of a Species in 23 Chapters by Matt Ridley
Getting It Done: How to Lead When You’re Not in Charge by Roger Fisher and Alan Sharp
Three Scientists and Their Gods by Robert Wright
Only the Paranoid Survive by Andy Grove
1998-2008 – Columns and transcripts of Berkshire and Wesco annual meetings
Berkshire Hathaway Meeting Notes
2008 Meeting
5/3/08
2008 Berkshire Hathaway Annual Meeting Notes
2007 Meeting
5/5/07
Whitney Tilson’s 2007 Berkshire Hathaway Annual Meeting Notes
2006 Meeting
Whitney Tilson’s 2006 Berkshire Hathaway Annual Meeting Notes
2005 Meeting
4/30/05
Notes from 2005 Annual Meeting
2004 Meeting
5/3/04
Column on 2004 Annual Meeting: Buffett’s Wit and Wisdom
5/1/04
Notes from 2004 Annual Meeting
2003 Meeting
5/5/03
Column on 2003 Annual Meeting: Report from Berkshire’s Meeting
5/3/03
Notes from 2003 Annual Meeting
2002 Meeting
5/8/02
Column on 2002 Annual Meeting: Highlights from Berkshire’s Meeting
5/4/02
Notes from 2002 Annual Meeting
2001 Meeting
4/30/01
Column on 2001 Annual Meeting: Best of Berkshire’s Annual Meeting
4/28/01
Notes from 2001 Annual Meeting
2000 Meeting
5/1/00
Column on 2000 Annual Meeting: Notes from the Berkshire Hathaway Annual Meeting
Wesco Meeting Notes
2008 Meeting
5/07/08
2008 Wesco Annual Meeting Notes
2007 Meeting
5/09/07
Whitney Tilson’s 2007 Wesco Annual Meeting Notes
2006 Meeting
5/11/06
Whitney Tilson’s 2006 Wesco Annual Meeting Notes
2005 Meeting
5/4/05
Notes from 2005 Annual Meeting
2004 Meeting
5/7/04
Column on 2004 Annual Meeting: Charlie Munger In Rare Form
5/5/04
Notes from 2004 Annual Meeting
2003 Meeting
5/9/03
Column on 2003 Annual Meeting: Charlie Munger’s Worldly Wisdom
5/7/03
Notes from 2003 Annual Meeting
2002 Meeting
5/15/02
Column on 2002 Annual Meeting: The Best of Charlie Munger
5/3/02
Notes from 2002 Annual Meeting
2001 Meeting
5/8/01
Column on 2001 Annual Meeting: Charlie Munger Holds Court
5/2/01
Notes from 2001 Annual Meeting
5/2/01
The Great Investment Scandal of 2003 (also, entire handout from the meeting)
2000 Meeting
5/15/00
Column on 2000 Annual Meeting: Charlie Munger Speaks
5/00
Other people’s notes from the 2000 Annual Meeting, posted here and here.
1999 Meeting
5/99
Other people’s notes from the 1999 Annual Meeting, posted here and here.
1998 Meeting
5/98
Other people’s notes from the 1998 Annual Meeting, posted here and here.
6/4/04 – Munger Goes Mental
1/23/04 – Buffettesque Superinvestors
8/21/02 – Munger on Human Misjudgments
5/29/02 – Berkshire’s Unusual Security
11/27/01 – Buffett on the Stock Market
10/30/01 – Buffett’s Wise Words on Investing
3/13/01 – Buffett’s Annual Letter
Various dates – 10 additional articles on Warren Buffett, Berkshire Hathaway and Wesco
Berkshire Hathaway/Wesco
9/5/00
Explaining Berkshire’s Losses
4/3/00
Should Warren Buffett Call It Quits?
3/27/00
A Look at Berkshire’s MidAmerican Energy Acquisition
3/20/00
Warren Buffett’s Capital Allocation
3/6/00
Why Won’t Buffett Invest in Tech Stocks?
2/14/00
The Last Bull on Berkshire?
11/22/99
Buffett’s Prescient Market Calls
11/15/99
The Debate Over Buffett’s Fortune Article
11/8/99
Slightly More Optimistic: Comments on Buffett’s Fortune Article
