Thursday, June 18, 2015

Compilation of Value Links From Around the Web: June edition

Here is my compilation of the most interesting topics from around the web.

Feel free to reach out with questions or comments,

Alex

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Notes from the Berkshire Hathaway Annual meeting:

Analysis of the Berkshire Hathaway Annual Meeting | WSJ
Notes from the Berkshire Annual Meeting by David Kass | David Kass
Other annual meeting notes: Valuewalk, S&C Messina, Motley Fool,  Business Insider


Notes from the Daily Journal Annual meeting:

Notes from the Daily Journal Annual meeting | Aznaur Midov
Two hour audio clip of Charlie Munger answering questions at the Daily Journal annual meeting | ValueWalk, Bamboo Innovator,
Daily Journal Annual Meeting – coverage by Forbes| Part 1, Part 2, Part 3 and Part 4
Chai Jing's review: Under the Dome – Investigating China’s Smog: Charlie Munger recommended watching this at his annual meeting |  Youtube


Warren Buffett:

Notes from the Meeting Dr. George Athanassakos and Ivey MBA and HBA students had with Mr. Warren Buffett | Ben Graham Investing
Jeff Cunningham interviews Warren Buffett | Youtube
Analysis of the investments made by the Buffett Partnership | Bull Bear and Value Blog
How Warren Buffett keeps up with information |  Farnam Street
Buffett: No stock market bubble, but few bargains | CNN Money
Buffett: Tesla doesn't threaten me | CNBC


Mohnish Pabrai and Guy Spier:

Mohnish Pabrai and Guy Spier in Conversation with Saurabh Madaan | Talks at Google
Video from Guy Spier’s Aquamarine Capital 2013 Partnership meeting | Link


Other:

Would Benjamin Graham have hated index funds? | WSJ
A dozen things learned from Lou Simpson | 25IQ
A conversation with Joel Greenblatt – Interviewed by Howard Marks| Youtube
Greenlight Capital Q1 2015 letter | Value Walk
2015 Sohn Conference presentations | Marketfolly
Benjamin Graham’s last interview | Link
Baidu CEO interviews Bill Gates and Elon Musk | Youtube
SALT conference – Chanos, Bass, Burbank, Cooperman | Marketfolly
Bill Gates interview: How the world will change by 2030 | Youtube


Warren Buffett on CNBC after the Berkshire Annual Meeting:

Why IBM and not Apple? Warren Buffett answers
Watson enormously valuable future: Buffett
Bonds are very overvalued: Buffett
Fed has done 'right thing': Buffett
David Winters' math 'way off': Buffett
Doing business with 3G: Buffett
Watch Warren Buffett arm-wrestle an NFL pro
We have no anti-union philosophy at Berkshire: Buffett
Buffett: I am one quarter Coca-Cola
NFL's 'secret finance nerd': Suh
Repurchase and dividends two different animals: Buffett
We're not SIFI: Buffett
Hydrocarbons just as precious as Iowa top soil: Munger
Buffett: Better option than increasing minimum wage
Gates, Munger & Buffett: If I were education czar...
Buffett on the Fed: Yellen's hands are tied
Buffett: Clayton Homes' loan policy
Buffett: Clayton loan applications clearly written
What's Warren really like?
Buffett: We'll make 'considerable' money on IBM