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Adam Neuman is back About to watch this Source: @StevenBartlett
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Mr Chairman Howard Buffett is definitely a great choice ( His second name is literally Graham)
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The Pensions Warren Buffett Runs How has Warren Buffett approached Berkshire’s $15 billion in pension plan assets
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“In my whole life, I have known no wise people who didn’t read all the time” - Charlie Munger
Bill Gates reading The Intelligent Investor
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The fewer assets required, the more the company is worth Warren Buffett
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Investing in Wide Moat Businesses at a Discount to their Intrinsic Value
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Anytime your competitors know what you do- but find it hard to copy, you know you have a moat there”
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Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006. He was ahead of his time Source: Value Investor Insight
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Jim Sinegal Costco Founder
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The Importance of Integrity by Sam Walton, the founder of Walmart.
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A list of the Warren Buffett lunch winners till 2009. Other than Mohnish and Guy, who knows what the other winners are up to?
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Peter Lynch wrote down this list Ways to Improve Investment Performance h/t: @gnoble79
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Li Lu’s recommend book list . Seems like I’ve got a couple of books to add to my list.
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Tom Russo , who oversees more than $9b, on how he chooses an appropriate discount rate.
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Charlie Munger “Life is much like trying to be a good plumbing contractor”
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Screening for high ROE can leave you with a quality investing universe
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Elon Musk on wether an MBA is necessary or not to run a successful business
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I would argue that one filter that’s useful in investing is the simple idea of opportunity cost. —Charlie Munger
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