It seems a number of new readers have joined this newsletter that weren’t previously following the blog. When I write a ‘Links’ post, I link to articles that I find interesting. Sometimes they are almost all related to investing. Sometimes almost none of them are—at least not directly. My aim is to follow down the path carved by Charlie Munger in taking a multidisciplinary approach to learning.
There are things that I go back and re-read from time to time, which I occasionally mention. And many of these things might be useful to those new to investing, or new to this newsletter. So for those that’s don’t have these files, or those that are looking for some reading material, below are links that may be of interest.
The Best of Charlie Munger: 1994-2011: A collection of speeches, essays, and Wesco annual meeting notes
Charlie Munger's "The Psychology of Human Misjudgment"
Warren Buffett’s Partnership Letters
If you are a Kindle reader, Max Olson’s compilation of Warren Buffett’s letters to shareholders is about the best $3 one could ever spend. If you are not a Kindle reader, see the links below, or go to Berkshire’s website.
Warren Buffett’s Letters to Shareholders: 1969-2011
Warren Buffett’s Letters to Shareholders: 2012-2020
Berkshire Hathaway Annual Meeting Transcripts: 1994-2018
Berkshire Hathaway Annual Shareholder Meetings in podcast format
Common Sense Investing: The Papers of Benjamin Graham
“Securities in an Insecure World” — A Lecture by Benjamin Graham
Nick Sleep’s Letters to Investors
Seth Klarman Letters: 1995 - mid 2001
Howard Marks’ Memos from 1990 - July 2011
On Howard Marks’ Memos - by Blas Moros
Jeremy Grantham Letters - Q1 1999 through Q2 2012
Measuring the Moat [Mauboussin]
The Base Rate Book [Mauboussin]
Peter Kaufman on The Multidisciplinary Approach to Thinking (audio and transcript)
2007 and 2009 interviews with Peter Bevelin
2016 interview with Peter Bevelin
Writing Tips - Scott Adams, DFW, Sowin compilation, Jason Zweig
If you’re looking for book recommendations, especially business biographies, the most current list of books that I have compiled can be found HERE.