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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
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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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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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I would argue that one filter that’s useful in investing is the simple idea of opportunity cost.
—Charlie Munger
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