Berkshire Shareholders Meeting – 2012 So soon after Buffett’s remarkably candid announcement that he had been diagnosed with stage 1 prostate cancer, it was impressive to hear him and his 88 year old Vice Chairman, Charlie Munger, displaying their usual high levels of energy, acerbic wit and razor sharp analytical
Digest
Buffett article and annual letter to shareholders Click here for the article Click here for the video Click here for his shareholder letter This article was published in Fortune as an adaption / preview of his shareholder letter, published two weeks later. This would be an excellent one to give
The Misguided Mix-up of Celebrity and Leadership Click here Within our long check list of items we use to assess a potential investment is a section on management. One of those questions asks whether the leadership is “low ego”. We have long believed that the larger the ego of a
Nov 2011 Issue 6 Manual of Ideas Click here Simon was recently interviewed by The Manual of Ideas, a high quality online research resource for value investors, providing screening and detailed research on specific value ideas. Click on the link above for a copy of the interview, which
Sept 2011 Issue 5 Invest like you are buying a business http://www.gurufocus.com/news/139374/invest-like-you-are-buying-a-business–kovitz-investment-group This is from the quarterly update from the Kovitz Investment Group. It highlights one factor that can lead to assets being mis-priced as businesses are compared with a basket of other similar but not identical companies.
July 2011 Issue 4 Steve Forbes interviews Joel Greenblatt http://blogs.forbes.com/steveforbes/2011/07/05/joel-greenblatt-interview-transcript/ Following his success with “The Little Book that beats the Market”, Joel Greenblatt is on the interview circuit again, promoting his 3rd book, “The Big Secret for the Small Investor”. This interview is packed with insight, extolling the
May 2011 Issue 3 A framework for investment success, Seth Klarman http://pragcap.com/a-framework-for-investment-success If you read only one article from this issue of the Digest, read this one. Seth Klarman is an outstanding investor. We featured his preface to Security Analysis in the last issue. Here, we are providing
March 2011 Issue 2 Welcome to the second edition of the Value Investor Digest. We are aiming to publish this every two months, however if we fail to find sufficient quality material, we will simply wait until we have. The objective of the Value Investor Digest is to
January 2011 Issue 1 The Value Investor Digest is a listing of the most interesting articles and reference material on value investing we come across, providing you a brief synopsis and a link to the original source. We will publish this periodically as we collect relevant material. If