Resources

A variety of resources about Long-term Investing for students and professors

 

Sample Write Ups:

• The-Security-I-Lke-Best-Western Ins
• The Security I Like Best Geico
• Quilmes
• NVR

Books:

• The Intelligent Investor (especially Chapters 3, 8 & 20)
• The Essays of Warren Buffett (excerpts from Warren Buffett’s letters to shareholders, organized by topic)
• Berkshire Hathaway Letters to Shareholders (available online, as well as on the Kindle)
• Poor Charlie’s Almanack
• The Most Important Thing
• Mastering the Market Cycle
• The Little Book That Still Beats the Market
• The Little Book of Value Investing
• Pitch the Perfect Investment
• The Base Rate Book by Michael Mauboussin, et al.
• The Most Important Thing and Howard Marks’ Memos
• All I Want To Know Is Where I’m Going To Die So I’ll Never Go There

Articles, Interviews, and White Papers:

• The Seven Immutable Laws of Investing – by James Montier
• Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation
• Value Investing, The Sanjay Bakshi Way 2.0 (March 2014)
• Seth Klarman Letters: 1995 – mid 2001
• Berkshire Hathaway Annual Meeting Archive

Videos:

• Warren Buffett on Economic Moats
• Warren Buffett – Brief History of Stocks
• Warren Buffett – How to think about stocks

Sample Case Study

• Special Situations Ideas Forum – Robert Robotti