Investing Library
This library of investing resources consists of investing tools, investor letters, valuation and business classes, idea write-ups, and book recommendations.
Investor Letters
Berkshire Hathaway Shareholder Letters - Buffett and Munger’s wisdom and insights
Buffett Partnership Letters - Buffett’s wisdom and insights
Giverny Capital Partner Letters - The wisdom of value investor François Rochon
Nomad Partnership Letters - Nick Sleep’s letters 2001-2014
Greenlight Partnership Letter - David Einhor 2009 letter
WESCO Financial Letters to Shareholders - Unmatched wit and wisdom of Charlie Munger (1997 - 2009)
David Loeb Letters to Shareholders - Wisdom of of David Loeb during the 2008 financial crisis
Seth Klarman Letters to Shareholders
Investment Idea Write Ups by Superinvestors
Corrections Corporation of America by Perishing Square - Bill Ackman´s 2009 presentation of his investment thesis on CCA
Huttig Building Products by Michael Burry
ValueClick, Inc by Michael Burry
Wellsford Real Properties by Michael Burry
Industrias Bachoco by Michael Burry
Investing Tools
Dataroma - superinvestor portfolio updates and statistics, and insider buying
EDGAR - SEC forms and filings
Grahamanddoddsville - value investing tools, newsletters, etc.
Stock Spin-off Investing - updated list, and information on upcoming spin-offs
The Zen of Investing - updated list, and information on upcoming spin-offs
Valueinvestorsclub - free company write-ups by top investors
Value Investing World - investing advice and wisdom and an example investing decision checklist
Value Line Investment Survey - Newsletter and one page write ups of companies.
Podcasts
Chai with Pabrai - Mohnish Pabrai´s Lectures and Podcasts
Book Recommendations
Li Lu’s Recommended Book List - book recommendations by legendary investor Li Lu
Poor Charlie’s Almanack - Peter Kaufman (Editor)
You Can Be A Stock Market Genius - Joel Greenblatt
The Dhando Investor - Mohnish Pabrai
The Intelligent Investor - Benjamin Graham
Competition Demystified - Bruce Greenwald
Value Investing: From Buffet to Graham and Beyond - Bruce Greenwald
The Education of a Value Investor - Guy Spier
Margin of Safety - Seth Klarman