Investing Library

This library of investing resources consists of investing tools, investor letters, valuation and business classes, idea write-ups, and book recommendations.


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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

Peter Lynch Letters

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

GTSI Corp by Michael Burry

Quipp Inc by Michael Burry

Wellsford Real Properties by Michael Burry

Pillowtext 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