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Bill Gates Video Lecture: Why the Future Needs Biomedical Innovation

Bill Gates Delivers 2013 David E. Barmes Global Health Lecture: Why the Future Needs Biomedical Innovation

Bill Gates Video Lecture: Why the Future Needs Biomedical Innovation

02 December 2013

Bill Gates Delivers 2013 David E. Barmes Global Health Lecture: Why the Future Needs Biomedical Innovation

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Michael Price speaking at the London Value Investor Conference 2013

17 June 2013

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Attorney General Eric Holder Testimony-Bank Prosecutions

07 March 2013

Tweet Go to 2:17:22 mark Attorney General Eric Holder testimony at a Justice Department oversight hearing

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Buffett CNBC Interview Mar 2013

05 March 2013

Tweet       Video1 Video 2 Video 3 Video 4 Video 5 Video 6 Video 7 Video 8 Video 9 Video 10 Video 11 Video 12 Video 13

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One-On-One With Bruce Berkowitz (BLOOMBERG FEB 4, 2013)

15 February 2013

One-On-One With Bruce Berkowitz

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Legacy of Benjamin Graham

05 February 2013

Tweet With the exception of my parents, Ben Graham influenced me more than probably anyone, even though I never had the benefit of actually hearing him speak.  The below video provides video footage from his Columbia College, Security Analysis course.  Enjoy!  

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Bruce Berkowitz CSIMA 2013 Audio

04 February 2013

Tweet *Video: berkowitz csima    

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MBIA Insurance-Countrywide Summary Judgment Hearing (01/09/13 – 01/10/13)

12 January 2013

Tweet BAC Slide Deck Day 1 MBIA Slide Deck Day 1 MBIA Slide Deck Day 2 DAY ONE: PART 1 OF 3: *Video: mbiavcountrywide sj successor liability day 1 part 1 PART 2 OF 3: *Video: mbiavcountrywide sj successor liability day 1 part 2 PART 3 OF 3 *Video: mbiavcountrywide sj successor liability day 1 […]

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Warren Buffett on Charlie Rose 11/26/12

27 November 2012

Tweet Source: http://www.charlierose.com/view/interview/12672      

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Compilation of Unsealed Documents (11/19-11/20): MBIA v Countrywide Home Loans Motion For Summary Judgement On Breach of Insurance Agreements

Compilation of Unsealed Documents (11/19-11/20): MBIA v Countrywide Home Loans Motion For Summary Judgement On Breach of Insurance Agreements

21 November 2012

Compilation of Unsealed Documents (11/19-11/20): MBIA v Countrywide Home Loans Motion For Summary Judgement On Breach of Insurance Agreements

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Warren Buffett Speaks to the Omaha Press (1992)

15 October 2012

Warren Buffett Speaks to the Omaha Press (1992)

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Annual report of the Superintendent of Insurance 2009

10 October 2012

Lots of fun stuff-lost of statistics.

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Gary Shillings INSIGHT OCT 2012

10 October 2012

Gary Shillings INSIGHT OCT 2012

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The Best of Charlie Munger: 1994-2011

08 October 2012

Well I guess if Tilson does anything well, it's quoting Munger.

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Graham & Doddsville Newsletter Fall 2012

08 October 2012

Graham & Doddsville Newsletter Fall 2012

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Michael Burry’s 2008 Letter to Partners

28 September 2012

Michael Burry's 2008 Letter to Partners

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Morning With Charlie Audio (Final Wesco Meeting)

26 September 2012

Morning with Charlie (Final Wesco Meeting) 7-1-2011

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[Telegraph] Paul Volcker has too little time left to fix the world

24 September 2012

Paul Volcker has too little time left to fix the world

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A (Forbes Video) Conversation With Warren Buffett (Extended)

22 September 2012

A (Forbes Video) Conversation With Warren Buffett (Extended)

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Michael Price Video Interview! (2012)

21 September 2012

Michael Price Video Interview! (2012)

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Warren Buffett (Video) Revealed Bloomberg Game Changers

10 September 2012

Warren Buffett (Video) Revealed Bloomberg Game Changers

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Andrew Haldane “How Can We Create a Financial System That Is Socially Useful?”

01 September 2012

Andrew Haldane, Executive Director for Financial Stability, Bank of England, speaking at the breakout panel entitled "How Can We Create a Financial System That Is Socially Useful?" at the Institute for New Economic Thinking's (INET) Paradigm Lost Conference in Berlin. April 14, 2012.

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The-dog-and-the-frisbee-Paper-by-Andrew-Haldane

01 September 2012

The dog and the frisbee Paper by Andrew G Haldane, Executive Director, Financial Stability and member of the Financial Policy Committee and Vasileios Madouros, Economist, Bank of England Given at the Federal Reserve Bank of Kansas City’s 36 th economic policy symposium, “The Changing Policy Landscape”, Jackson Hole, Wyoming 31 August 2012

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SEC Study Regarding Financial Literacy Among Investors

30 August 2012

Study Regarding Financial Literacy Among Investors. Results are not good.

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Daniel Kahneman-June 2012-Penguin Press

28 August 2012

Daniel Kahneman-June 2012-Penguin Press

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Grant’s Interest Rate Observer (AUGUST 22, 2012)

22 August 2012

Grant's Interest Rate Observer

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Jamie Dimon Interview NYMAG Aug-12-2012

18 August 2012

122 Minutes With Jamie Dimon The JPMorgan Chase CEO is really, really, really sorry. Except when he’s not.

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Warren Buffett speaks to UGA students (2001)

17 August 2012

Warren Buffett speaks to UGA students

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Fairholme Presentation on Sears

17 August 2012

Fairholme Presentation on Sears

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Mario Draghi, President of the European Central Bank

02 August 2012

26th July 2012

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(Video) Teasury Secretary Geithner Speaks in Los Angeles (July 31, 2012)

01 August 2012

Teasury Secretary Geithner Speaks in Los Angeles

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Implications of a Disorderly Greek Default and Euro Exit

28 July 2012

Implications of a Disorderly Greek Default and Euro Exit

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Timothy Geithner (VIDEO) The Annual Report of the Financial Stability Oversight Council

25 July 2012

The Honorable Timothy Geithner, Secretary, U.S. Department of the Treasury Hearing entitled “The Annual Report of the Financial Stability Oversight Council” Wednesday, July 25, 2012 9:30 AM in 2128 Rayburn HOB

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Jim Grant on safe-haven bubbles

16 July 2012

Jim Grant on safe-haven bubbles

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MBIA Article 78 Filings (June 13 2012)

15 July 2012

Tweet Several Docs, scroll down.   Index may24-#1 may29-#2 june4-#3 june5-#4 Index June13 index.pdf

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(Warren Buffett Interview on Bloomberg-video) JPMorgan’s Reputation Intact

15 July 2012

July 13 (Bloomberg) -- Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., talks about JPMorgan Chase & Co.’s $4.4 billion trading loss at its chief investment office and the U.S. banking industry. Buffett also discusses his investment strategy and holdings, the U.S. economy and housing market, and the outlook for the euro. He speaks with Betty Liu at the the Allen & Co. media conference in Sun Valley, Idaho, on Bloomberg Television's "In the Loop." (Source: Bloomberg)

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Warren Buffett, Alan Simpson, & Erskine Bowles On Fixing the Debt Problem

15 July 2012

Tweet ALSO, here’s a link to the Official Bowles/Simpson petition to the Presidential candidates to debate the debt. http://DebateTheDebt.org

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Bill Gates Recommended Reading (Gates Notes)

06 July 2012

Bill Gates Recommended Reading (Gates Notes)

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Confessions of a bargain hunter (Seth Klarman)

25 June 2012

In the offices of an unmarked high-rise building in Boston sits Seth Klarman, surrounded by stacks of papers and books, which, by his own admission, are at risk of toppling over and crushing him at any instant.

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I Saw the Crisis Coming. Why Didn’t the Fed? By MICHAEL J. BURRY

23 June 2012

I Saw the Crisis Coming. Why Didn’t the Fed? By MICHAEL J. BURRY

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Dr. Michael J. Burry at UCLA Economics Commencement 2012

23 June 2012

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Munger Psychology of Human Misjudgment

20 June 2012

Tweet I can’t believe this wasn’t already posted. Anyway, better late than never! Munger Misjudgment

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Oaktree Capital Group LLC at Morgan Stanley Financials Conference Tuesday, June 12, 2012

18 June 2012

Oaktree Capital Group LLC at Morgan Stanley Financials Conference Tuesday, June 12, 2012

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Howard Marks (CNBC) 18-JUNE-12

18 June 2012

nvestors should not run to safety in yield, but look for something a little more creative, says Howard Marks, Oaktree Capital Management chairman. "It might be equities; it might be bonds where there is some credit risk," he says.

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The Frontline Interview: Richard Kovacevich

15 June 2012

The Frontline Interview: Richard Kovacevich

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MBIA Article 78 (Cases Submitted to Justice Kapnick)

12 June 2012

Trial Cases Provided in Court on June 7, 2012 (ABN AMRO V DINALLO/MBIA)

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MBIA Article 78 Hearing Transcripts (Full LIST)

12 June 2012

MBIA Article 78 Transcripts (Full LIST)

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MBIA v Bank of America/Countrywide (Bransten Decision June 4, 2012)

08 June 2012

MBIA v Bank of America/Countrywide (Bransten Decision June 4, 2012)

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Sal Khan gives this years MIT’s commencement speech (Live June 8)

08 June 2012

Tweet This year’s guest speaker will be Salman Khan ’98, founder of the Khan Academy http://libraries.mit.edu/sites/news/webcast-commencement/8790/    

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[BTIG Summary] MBIA: Where Things Stand on the Article 78 Proceeding-May 2012

29 May 2012

MBIA LITIGATION UPDATE: This summary by BTIG almost takes the words right out of my mouth. Very well done.

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Munger May 4, 2012 Video

05 May 2012

Munger May 4, 2012 Video

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Q&A With James Grant May 19, 2011

30 April 2012

James Grant spoke about his experiences as a financial journalist and his body of work including a biography of Thomas Reed, speaker of the House of Representatives from 1889 to 1891, and again from 1895 to 1899.

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James Grant (Video)-What Does the Fed Do?

30 April 2012

James Grant (Video)-What Does the Fed Do?

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The Taleb Papers

16 April 2012

The Taleb Papers

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Economic Recovery: Perils, Politics and possibilities

16 April 2012

"Economic Recovery: Perils, Politics and possibilities"

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America’s Future: A Conversation with Bill Gates & Thomas Friedman

14 April 2012

America's Future: A Conversation with Bill Gates & Thomas Friedman

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Shiller Explains ‘Crowd-Funding’

14 April 2012

Shiller Explains ‘Crowd-Funding’

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Taleb: How to Prevent Other Financial Crises

28 March 2012

How to Prevent Other Financial Crises

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NCR

28 March 2012

Tweet ncr

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Buffett Interview on CNBC (8 Videos-Monday, 27 Feb 2012)

29 February 2012

Buffett Video Interview on CNBC (Monday, 27 Feb 2012)

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Bill Miller & Bruce Greenwald-2012 Columbia Investment Management Conference

27 February 2012

Bruce Greenwald and Bill Miller at the 15th Annual Columbia Investment Management Conference February 10, 2012

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Facebook at $80 billion IS TOO EXPENSIVE

31 January 2012

One-hundred billion dollars is a very dear price to pay for Facebook stock and IPO participants clearly have extraordinary expectations about Facebook’s future prospects.

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Venture Capital is a Terrible “Investment”

26 January 2012

Venture Capital is a Terrible "Investment". Keynote Address AlwaysOn Jun. 22, 2010. 02:10 PM EST Risk and Reward in Venture Capital * Bill Sahlman, Dimitri V. D'Arbeloff - Class of 1955 Professor of Business Administration and Senior Associate Dean for External Relations, Harvard Business School, Harvard Business School

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Warren Buffett, Scott Rigell on Deficit, Tax Policy, Jan. 23 (Bloomberg)

25 January 2012

Warren Buffett, Scott Rigell on Deficit, Tax Policy, Jan. 23 (Bloomberg)

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Herbert Simon Lecture (2000)

21 January 2012

Herbert Simon Lecture (2000)

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Jamie Dimon: U.S. Experiencing ‘Mild’ Recovery

11 January 2012

Jamie Dimon: U.S. Experiencing 'Mild' Recovery MON 09 JAN 12 | 04:40 PM ET

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My Partner Alex Tabatabai Explains the Basics of Investing to docstoc (Video)

09 January 2012

My Partner, Alex Tabatabai, explains the basics of investing in an interview with docstoc (Video)

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Kahneman-Thought Leader Forum 2011 (Transcript)

19 December 2011

Kahneman-Legg Mason Capital Management Thought Leader Forum 2011

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James Grant Says There’s a `Drag’ on U.S., Global Dec 14-2011

16 December 2011

James Grant Says There's a `Drag' on U.S., Global Dec 14-2011

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Taleb at The RSA (AUDIO) 1-DEC-2011

13 December 2011

Taleb at The RSA (London) 1-DEC-2011

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Michael Burry Bloomberg Transcript (2011)

27 November 2011

Michael Burry Bloomberg Transcript (2011)

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Zackhauser Investing in the Unknown and Unknowable

27 November 2011

Zackhauser Investing in the Unknown and Unknowable

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Seth Klarman Interviewed by Charlie Rose

26 November 2011

Seth Klarman Interviewed by Charlie Rose

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Google Presents: Daniel Kahneman

22 November 2011

@Google Presents: Daniel Kahneman

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Lance Workman interviews Daniel Kahneman

21 November 2011

Lance Workman interviews Daniel Kahneman

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Berkowitz Bank Of America Presentation

20 November 2011

Berkowitz Bank Of America Presentation

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Warren Buffett on Europe & Economy (Nov. 14 2011)

18 November 2011

Warren Buffett on Europe & Economy (Nov. 14 2011)

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Buffett’s Investment In IBM

15 November 2011

Buffett's Investment In IBM

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Pershing Square-Fortune Brands (Oct-18-2011)

11 November 2011

Pershing Square-Fortune Brands (Oct-18-2011)

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Greenlight Capital (Nov-7-2011)

11 November 2011

Greenlight Capital (Nov-7-2011)

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Ritholtz: “The Big Picture”

11 November 2011

Ritholtz: "The Big Picture"

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Paul Volcker-Monday, October 24, 2011

03 November 2011

Paul Volcker-Monday, October 24, 2011 on Charlie Rose

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Bill Gates Bill Talks About the Future (October 28, 2011)

29 October 2011

Bill Gates Bill Talks About the Future (October 28, 2011)

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Charles Munger Oct. 24 (Bloomberg)

25 October 2011

Oct. 24 (Bloomberg) -- Charles Munger, vice chairman of Berkshire Hathaway Inc., talks with reporters about European leaders' handling of the region's debt crisis. Munger, speaking at BYD Co.'s North American headquarters in Los Angeles, also discusses Berkshire's investment in the Chinese automaker. (Source: Bloomberg)

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Buffett Letter to Tim Huelskamp (Tax Return)

13 October 2011

Buffett Letter to Tim Huelskamp (Tax Return)

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Buffett on the economy, taxes and Obama

07 October 2011

Buffett on the economy, taxes and Obama (CNN Oct 5, 2011)

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Daniel Loeb Video (Third Point LLC)

23 September 2011

Daniel Loeb Video (Third Point LLC)

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Fairholme Funds (September 16, 2011)

23 September 2011

Fairholme Funds (September 16, 2011)

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Daniel S. Loeb (Sept 14, 2011)

21 September 2011

Daniel S. Loeb (Sept 14, 2011)

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Ackman Hong Kong Currency Bet

17 September 2011

Ackman Hong Kong Currency Bet

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Bruce Berkowitz on Wells Fargo (1992)

11 September 2011

Bruce Berkowitz on Wells Fargo (1992)

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Prem Watsa Interview September 2011

11 September 2011

Prem Watsa Interview September 2011

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Prize Lecture by Daniel Kahneman (38 minutes)

08 September 2011

Prize Lecture by Daniel Kahneman(38 minutes) Daniel Kahneman held his Prize Lecture December 8, 2002, at Aula Magna, Stockholm University. He was presented by Professor Torsten Persson, Chairman of the Prize Committee.

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Daniel Kahneman-History and Rationality

07 September 2011

Daniel Kahneman-History and Rationality

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Southeastern Asset Management Roundtable

05 September 2011

Panel discussion with analysts, Lowry Howell, Jim Thompson, and Ken Siazon, moderated by Lee Harper. Q&A with analysts joined by Mason Hawkins.

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WSJ Article 6-18-11

02 September 2011

Wall Street Journal Article by Dave Kansas (June 8, 2011)

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Charlie Munger Havard Law (audio)

24 August 2011

Charlie Munger Havard Law (audio)

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Irving Kahn Video (March 2005)

24 August 2011

Irving Kahn Video (March 2005)

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Advice From (Irving Kahn) a 105-Year-Old Banker

24 August 2011

Advice From a 105-Year-Old Banker As markets gyrate wildly, Irving Kahn, who at 105 is perhaps the world's oldest investment banker, says not to worry—the economic downturn is just a blip.

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James Grant (Consuelo Mack) Aug-12-2011

14 August 2011

James Grant (Consuelo Mack) Aug-12-2011

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Warren Buffett in Sun Valley, Idaho Thursday, 7 Jul 2011

08 July 2011

Warren Buffett in Sun Valley, Idaho Thursday, 7 Jul 2011

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A handout from “A Morning with Charlie [Munger]” (July1-2011)

03 July 2011

A handout from "A Morning with Charlie [Munger]" (July1-2011)

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Bill Gates at Pomona College

22 June 2011

Bill Gates at Pomona College

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Oral Arguments ABN AMRO Bank, N.V. v MBIA Inc.

02 June 2011

The Court of Appeals, New York State's highest court, is composed of a Chief Judge and six Associate Judges, each appointed to a 14-year term. New York's highest appellate court was established to articulate statewide principles of law in the context of deciding particular lawsuits. The Court thus generally focuses on broad issues of law as distinguished from individual factual disputes. There is no jurisdictional limitation based upon the amount of money at stake in a case or the status or rank of the parties.

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A conversation between Paul Volcker and George Soros

27 May 2011

A conversation between Paul Volcker and George Soros

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WALL STREET AND THE FINANCIAL CRISIS

27 May 2011

WALL STREET AND THE FINANCIAL CRISIS: Anatomy of a Financial Collapse MAJORITY AND MINORITY STAFF REPORT PERMANENT SUBCOMMITTEE ON INVESTIGATIONS UNITED STATES SENATE

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David Brooks addresses the Brandeis Class of 2011

26 May 2011

David Brooks addresses the Brandeis Class of 2011

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View From Omaha

23 May 2011

A View From Omaha

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Buffett & Ajit Jain

10 May 2011

Buffett & Ajit Jain talk (Indian business school students)

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Charlie Munger (CNBC May-2011)

04 May 2011

Charlie Munger (CNBC May-2011)

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Smart investors have an edge

03 May 2011

Smart investors have an edge

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Richard Zackhauser Distinguished Speaker

30 April 2011

Richard Zackhauser Distinguished Speaker

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Salman Khan: Let’s use video to reinvent education

24 April 2011

Salman Khan: Let's use video to reinvent education

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Nicholas Christakis: The hidden influence of social networks

Nicholas Christakis: The hidden influence of social networks

17 April 2011

Nicholas Christakis tracks how a wide variety of traits

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Michael Burry Vanderbilt Video

Michael Burry Vanderbilt Video

14 April 2011

Michael Burry Vanderbilt Video

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(James Grant) Why he’s worried about a big jump in inflation

03 April 2011

Why he's worried about a big jump in inflation.

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Sokol Speaks on Surprise Exit (Full Interview)

31 March 2011

Sokol Speaks on Surprise Exit (Full Interview)

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Paul Volcker Financial Crisis Inquiry Commission Interview

Paul Volcker Financial Crisis Inquiry Commission Interview

21 February 2011

Paul Volcker Financial Crisis Inquiry Commission Interview

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Warren Buffett Financial Crisis Inquiry Commission Interview

Warren Buffett Financial Crisis Inquiry Commission Interview

20 February 2011

Warren Buffett Financial Crisis Inquiry Commission Interview

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Michael Burry Interview

Michael Burry Interview

17 February 2011

Michael Burry Interview (FCIC)

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David Brooks: Politics and Culture @ The Commonwealth Club

David Brooks: Politics and Culture @ The Commonwealth Club

27 January 2011

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Buffett writes about Walter Schloss

Buffett writes about Walter Schloss

30 November 2010

Tweet Buffett writes about Walter Schloss

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A Treatise on Probability by John Maynard Keynes

A Treatise on Probability by John Maynard Keynes

22 November 2010

A Treatise on Probability by John Maynard Keynes

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Graham and Doddsville

Graham and Doddsville

17 November 2010

Tweet Graham and Doddsville

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Intelligent Investor-Chapter 8

Intelligent Investor-Chapter 8

17 November 2010

Intelligent Investor-Chapter 8

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Paul Volcker Talks to Vassar

Paul Volcker Talks to Vassar

16 November 2010

On September 28, 2010, Paul A. Volcker joined Vassar economics professor Robert Rebelein for a public conversation about current economic issues.

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Bill Gates Answers Questions

Bill Gates Answers Questions

13 November 2010

Bill Gates answers questions about the philanthropic efforts of the Bill and Melinda Gates Foundation and about what American business leaders can do to help solve the world's biggest problems.

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Seth Klarman Video-Discussion led by Professor Bill Sahlman

Seth Klarman Video-Discussion led by Professor Bill Sahlman

12 November 2010

A breakout session led by Professor Bill Sahlman Tuesday, October 14, 2008 This panel of experienced investors discusses the U.S. financial crisis and its causes, as well as potential investment opportunities. Paul Finnegan, MBA 1982 Co-CEO, Madison Dearborn Partners, Inc. Yoshi Hori, MBA 1991 CEO, Globis Management School Seth Klarman, MBA 1982 President, The Baupost Group Mark Nunnelly, MBA 1984 Managing Director, Bain Capital Inc.

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HBS Interview with Seth Klarman

12 November 2010

An interview with HBS alumnus Seth Klarman regarding his experience at HBS and his views on leadership and success and the priority of giving back to one's community.

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Firm Banked on Distressed Debt Oaktree now blossoming in upturn

Firm Banked on Distressed Debt Oaktree now blossoming in upturn

10 November 2010

There’s a small airline in Florida planning a $300 million initial public offering. In Luxembourg, a beverage company is eyeing its own IPO, worth perhaps 1 billion euros. A German packaging firm already has issued $341 million in bonds to repay debt owed to its owner. The firm behind each of these maneuverings? L.A.’s own Oaktree Capital Management.

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Berkshire response to SEC letter dated June 11, 2010

Berkshire response to SEC letter dated June 11, 2010

26 October 2010

The purpose of this letter is to respond to your letter dated June 11, 2010. This response supplements our response dated May 7, 2010 to comment two in your letter dated April 7, 2010. To assist you in reviewing our response, we preceded our response with a copy (in bold type) of the point as stated in your letter.

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Buffett Video (Montana Economic Summit)

25 October 2010

Keynote Address: Warren Buffett, Chairman and CEO - Berkshire Hathaway

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Warren Buffett on Phil Fisher

Warren Buffett on Phil Fisher

18 October 2010

WHAT WE CAN LEARN FROM PHIL FISHER. By Warren Buffett and Thomas Jaffe (19-October-1987)

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Buffett Article 3 Percent Solution

18 October 2010

14-September-1993, The Washington Post.

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Business Insider Interview with James Grant

Business Insider Interview with James Grant

14 October 2010

Business Insider Interview with James Grant

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Buffett: “Business is Back”

07 October 2010

(Video) Buffett: "Business is Back"

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Howard Marks: Hemlines and Investment Styles

Howard Marks: Hemlines and Investment Styles

24 September 2010

While the details change, the pendulum-like fluctuation of investment styles is a constant. Fear versus greed, pursuit of safety versus aggressiveness, stocks versus bonds, and growth versus value are just a few examples of the areas in which we see this take place. In this way, the investment world proves the wisdom of Mark Twain’s observation that, “History doesn’t repeat itself, but it does rhyme.”

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Warren Buffett to CNBC: “We’re Still In a Recession”

24 September 2010

Warren Buffett on CNBC Sept. 2010

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Conversation With Charlie Munger September 2010

17 September 2010

A Conversation with Charlie Munger at the University of Michigan September 12, 2010.

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Klarman-Opportunities for Patient Investors

Klarman-Opportunities for Patient Investors

13 September 2010

At the CFA Institute 2010 Annual Conference in Boston (held 16–19 May), Jason Zweig sat down with legendary investor Seth Klarman to gain insights into Mr. Klarman’s successful approach to investing.

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Einhorn-Grant’s Spring Conference

Einhorn-Grant’s Spring Conference

20 August 2010

Grant’s Spring Investment Conference David Einhorn, “Private Profits and Socialized Risk” 2008

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Martin Mayer-Grant’s Spring Conference

Martin Mayer-Grant’s Spring Conference

20 August 2010

Martin Mayer was the featured luncheon speaker at the Grant's Spring Conference, which was held at the Plaza Hotel in New York on April 7, 2009. Following is the text of his remarks.

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Seth Klarmans Recommended Reading List

Seth Klarmans Recommended Reading List

14 August 2010

Seth Klarman's Recommended Reading List From the CFA Institute Annual Conference

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Klarman Tops Griffin as Investors Hunt for ‘Margin of Safety’

Klarman Tops Griffin as Investors Hunt for ‘Margin of Safety’

14 August 2010

June 11 (Bloomberg) -- Seth Klarman almost doubled his hedge fund’s assets to $22 billion in the past two years as the industry shrank by sticking with the off-the-beaten-path investments he’s pursued since starting out in 1983.

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Paul Volcker: June 14 2010

Paul Volcker: June 14 2010

03 August 2010

Discussing the future of financial regulation, with Paul Volcker.

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Buffett’s Mr Fix It

Buffett’s Mr Fix It

02 August 2010

By Brian Dumaine, assistant managing editorAugust 2, 2010: 7:02 AM ET FORTUNE -- The day after Lehman collapsed in September 2008, David Sokol noticed that the stock of Constellation Energy, a Baltimore utility, was plummeting. He called his boss, Warren Buffett, and said, "I see an opportunity here." Buffett, who had noticed the same thing, replied after a brief discussion: "Let's go after it."

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(As Predicted) Li Lu Is One Of Three Candidates To Succeed Buffett

(As Predicted) Li Lu Is One Of Three Candidates To Succeed Buffett

30 July 2010

Twenty-one years ago, Li Lu was a student leader of the Tiananmen Square protests. Now a hedge-fund manager, he is in line to become a successor to Warren Buffett at Berkshire Hathaway Inc.

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The Most Underrated Part of Warren Buffett’s Success

The Most Underrated Part of Warren Buffett’s Success

26 July 2010

What are the most underrated and overrated parts of Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) CEO Warren Buffett's success? I recently asked Roger Lowenstein, a contributing writer for The New York Times and the best-selling author of five books, including Buffett: The Making of an American Capitalist and When Genius Failed. His new book is the The End of Wall Street.

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Seth Klarman Article

Seth Klarman Article

12 July 2010

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Ruane Cunniff Goldfarb 2009 Transcript

Ruane Cunniff Goldfarb 2009 Transcript

26 June 2010

Tweet THIS MAY NOT SCROLL PROPERLY, BUT DOWNLOAD WORKS. Ruane Cunniff Goldfarb 2009 Transcript

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Southeastern Asset Management Report to SEC

Southeastern Asset Management Report to SEC

21 June 2010

Southeastern Asset Management Report to SEC

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Howard Davies Speech

19 June 2010

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Fermat & Pascal Letters

Fermat & Pascal Letters

19 June 2010

Fermat & Pascal letters. The correspondence is a discussion exploring the best ways to think about probabilities.

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Charlie Rose: Warren Buffett, Bill Gates, and Melinda Gates

18 June 2010

Bill Gates,Melinda Gates and Warren Buffett in an exclusive conversation about 'The Giving Pledge'

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The Surprising Truth About What Motivates Us

11 June 2010

This lively RSA Animate, adapted from Dan Pink's talk at the RSA, illustrates the hidden truths behind what really motivates us at home and in the workplace.

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Responding to Negative Reactions to Buffett’s FCIC Testimony

07 June 2010

There appears to be a negative reaction to Buffett's recent support of Moody's during his testimony to the FCIC. Ultimately, decisions based upon someone else's set of facts (without independent verification) in my opinion, deserve to fail and should fail on the basis of meritocracy.

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Individual Investors and Professional Money Managers Suffer From the Same Basic Defect

07 June 2010

Individuals fail to identify the best money managers for the same underlying reasons that most money managers are unable to identify the best investments, which to a large extent is a problem of perception and a lack of relevant knowledge. The set of tools (education, personal experience through trial & error, etc.,) that individuals acquire over time generally allow them to make sensible everyday decisions. So much so, our brains create shortcuts in the decision making processes, which work well when faced with simple problems. For example, how to decide where to eat when out of town? If you're like me (i) you ask someone, (ii) you select at random-though usually a familiar restaurant chain, or (iii) you look for the largest crowd. You generally can't go wrong eating at a crowded restaurant or somewhere familiar. These are pretty good mental models as they relate to restaurant selection and the result is an easy one to measure because it's immediate and isn't ongoing. Moreover, you can't improve taste, because taste is a matter of opinion.

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Financial Crisis Inquiry Commission | Buffett Testimony

04 June 2010

Witnesses testified on the role of credit rating and the 2008 financial crisis. Warren Buffett and Raymond McDaniel testified about Moody's business practices, the relationship between credit ratings agencies and large banks, and the failure to adequately predict the severity of the housing crisis. Witnesses testified on the role of credit rating and the 2008 financial crisis. Warren Buffett and Raymond McDaniel testified about Moody's business practices, the relationship between credit ratings agencies and large banks, and the failure to adequately predict the severity of the housing crisis.

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Buffett Expects ‘Terrible Problem’ for Municipal Debt

04 June 2010

Warren Buffett, whose Berkshire Hathaway Inc. has been trimming its investment in municipal debt, predicted a “terrible problem” for the bonds in coming years.

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Paul Volcker: The Way Forward

Paul Volcker: The Way Forward

02 June 2010

A videotaped interview with Former Federal Reserve Chairman Paul Volcker on the state of the economy and government responses to the economic crisis.

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An article about Li Lu from 1998

01 June 2010

An article about Li Lu from 1998.

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John Maynard Keynes, Essays in Biography

John Maynard Keynes, Essays in Biography

01 June 2010

John Maynard Keynes - Essays in Biography

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Benjamin Franklin Letters From France

Benjamin Franklin Letters From France

01 June 2010

Benjamin Franklin Letters From France

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Le Bon, Crowds

01 June 2010

Le Bon, Crowds 1896

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Ben Graham Calculus Article Published 1917

01 June 2010

A published Article By Benjamin Graham as a Calculus Student (1917)

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Ben Graham Notes

01 June 2010

Rare Ben Graham Luncheon Notes

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Statement of Tony Nicely

01 June 2010

Statement of Tony Nicely Chairman, President & Chief Executive Officer GEICO Insurance Companies on behalf of the National Association of Independent Insurers before the House Financial Services Capital Markets, Insurance and Government Sponsored Enterprises Subcommittee June 11, 2002.

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GEICO Fairness Opinion Material 1995

31 May 2010

Geico Corp 10/6/95 - Fairness Opinion Presentation August 24, 1995

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Another Cialdini Talk

30 May 2010

Another Cialdini Talk (Audio)

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Cialdini (Audio)-Science of Persuasion

30 May 2010

Cialdini (Audio)-Science of Persuasion

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Cialdini (Audio)-The Secret Impact of Social Norms

30 May 2010

(Audio) The secret impact of social norms.

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FORBES ON BUFFETT

28 May 2010

FORBES ON BUFFETT 1 HOW OMAHA BEATS WALL STREET Forbes discovered Warren Buffett in 1969, and this early interview introduced the iconic investor to a wide audience for the first time. 4 THE MONEY MEN Look At All Those Beautiful, Scantily Clad Women Out There! 6 “YOU PAY A VERY HIGH PRICE IN THE STOCK MARKET FOR A CHEERY CONSENSUS” What does Buffett think now? In this article written for FORBES he puts it bluntly: Now is the time to buy. ...

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Appraisal of General Motors Common Stock Molodovsky (Analysts Journal 1959)

28 May 2010

Appraisal of General Motors Common Stock by Nicholas Molodovsky The Analysts Journal 1959 THE THEORETICAL INTRINSIC VALUE OF GM for 1959 is estimated in this report at 52. With the stock currently selling around 50, its price is almost in line with value. However, GM is not the only stock in the market. The advantage of the method used in this study is that it allows setting up comparative tables for an unlimited number of equities, in terms of today's values as well as of values projected into future years. An investor can select the most undervalued stocks for the time range of his planning. And these appraisals are entirely independent from the past or present prices of the stocks in question.

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Benjamin Graham Journal Scans

26 May 2010

Benjamin Graham Journal Scans Big File (17mb) 126 pages of wonderful material. Enjoy!

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Warren Buffett 1982 Letter on Derivatives

26 May 2010

This letter is to comment upon the likely source for trading activity that will develop in any futures market involving stock indices. My background for this commentary is some thirty years of practice in various aspects of the investment business, including several years as a securities salesman. The last twenty-five years have been spent as a financial analyst, and I currently have the sole responsibility for an equity portfolio that totals over $600 million. I am enclosing copies of several articles that relate to my experience in the investment field.

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Warren Buffett CEO: Kevin Clayton with Robert Miles

24 May 2010

Warren Buffett CEO: Kevin Clayton with Robert Miles

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Buffett & Paulson (Omaha Chamber of Commerce)

24 May 2010

Buffett & Paulson (Omaha Chamber of Commerce)

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Buffett, Munger, Gates 2010

24 May 2010

Tweet Video 1 Video 2 Video 3 Video 4 Video 5

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My letter to Bruce Berkowitz (Fairholme Capital Management, L.L.C.)

23 May 2010

Bruce Berkowitz Fairholme Capital Management, L.L.C. 1001 Brickell Bay Drive, Suite 3112 Miami, FL 33131 Telephone: 305-358-3000 Date 04/27/09 Dear Bruce, Naturally, I applaud your temperament over the last two years. The below discussion will not at all be new and you will certainly recognize the issues of my concerns and I hope you choose to act on them in short duration. From my perspective, $10 billion is the point at which size really begins to constrain performance, the consequence of a rapidly decreasing universe of investments. With respect to Fairholme, you must be thinking whether it makes sense to keep the fund open or otherwise to close it to new investors.

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Howard Marks Videos (Oct. 2008)

23 May 2010

Howard Marks Videos Bloomberg (Oct. 2008)

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Howard Marks Memo to Clients: Warning Flags

23 May 2010

Memo to: Oaktree Clients From: Re: Howard Marks Warning Flags For about a year, I’ve been sharing my realization that there are two main risks in the investment world: the risk of losing money and the risk of missing opportunity. You can completely avoid one or the other, or you can compromise between the two, but you can’t eliminate both. One of the prominent features of investor psychology is that few people are able to (a) always balance the two risks or (b) emphasize the right one at the right time. Rather, at the extremes they usually obsess about the wrong one . . . and in so doing make the other the one deserving attention.

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James Grant Debate

22 May 2010

JAMES GRANT IN THE MEDIA

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An hour with former Prime Minister of Singapore Lee Kuan Yew (2004)

21 May 2010

An hour with former Prime Minister of Singapore Lee Kuan Yew (2004)

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A conversation with Lee Kuan Yew (2000)

21 May 2010

A conversation with Lee Kuan Yew (2000)

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My Letter to the Virginia Board of Accountancy (October 2006)

21 May 2010

To the Committee of the Virginia Board of Accountancy: My below statements address issues concerning the current statutes and regulations about the education requirements to sit for the Uniform CPA examination. There are significant problems and long term consequences that will result in the continuance of the current statute in this regard.

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SETH KLARMAN NOTES 5-17-2010 By iluvbabyb

20 May 2010

By iluvbabyb Jason Zweig interviewed Seth Klarman and these are my [iluvbabyb] incomplete notes scribbled in haste and not direct quotes. In value investing, you should think about investing Graham & Dodd style. Volatility works in your favor in terms of providing mispriced assets. Volatility shouldn't be viewed as a problem. You should be seeking to buy bargains, and the best bargains often are found in the "hairiest" situations, such as in distressed securities or securities in litigation.

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REPRINT OF FORTUNE ARTICLE: THE INSIDE STORY OF WARREN BUFFETT The Wizard of Omaha may well be America’s best investor, but another talent is practically a secret: He’s an ace at running businesses. Here’s how he does it.

19 May 2010

(FORTUNE Magazine) – WARREN BUFFETT, chairman of Berkshire Hathaway, calls the conglomerate his ''canvas,'' and shortly, when its annual report comes out, the world will learn precisely what kind of picture this legendary investor painted in the tumultuous year of 1987. A preview: As a work of art, the year was not a minor Buffett. Berkshire -- whose shareholders, I wish to say quickly and happily, have long included me -- chalked up a $464 million gain in net worth, an advance of no less than 19.5%. That is somewhat below the 23.1% annual average that Buffett has recorded since taking over the company 23 years ago. But in a year in which many professional investors had their heads handed to them, this latest example of Buffett brushwork has to rank as one more masterpiece. The annual report, which readers always comb for Buffett's once-a-year revelations about what he has been...

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Warren Buffett Talks About Business to the University of North Carolina

14 May 2010

Warren Buffett Talks About Business to the University of North Carolina

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Buffett Talk

14 May 2010

Another Great talk with Warren Buffett

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Warren Buffett Talks About Business to the University of Florida

14 May 2010

Warren Buffett Talks About Business to the University of Florida

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Warren Buffett & Bill Gates at The University of Washington

14 May 2010

Warren Buffett & Bill Gates at The University of Washington give general career advice and explain how to be happy in business, work, and life.

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Warren Buffett talks about Ben Graham

14 May 2010

Warren Buffett discusses Benjamin Graham.

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Munger & Gibson Harvard-Westlake School Video

11 May 2010

How did we get there? Reflections on the Market Meltdown, with Charles T. Munger and James H. Gibson

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What Buffett really said about the SEC Goldman Sachs Investigation

What Buffett really said about the SEC Goldman Sachs Investigation

08 May 2010

Buffett: Abacus was made the subject of an SEC investigation. There's been misreporting, non-intentional obviously, but there has been a misreporting of the nature of the transaction, in the majority of the reports that I've read. This will take a little time, but I think it's an important subject. I would like to go through that transaction first and then we'll get to have further questions. There were four losers, I will focus on two of them. Goldman Sachs itself was a loser, but they didn't intend on being a loser. They intended to sell a portion of the transaction, but were unable to sell. The main loser in terms of actual cash value was a very large bank in Europe by the name of ABN AMRO. They subsequently became part of the Royal Bank of Scotland.

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Buffett’s Successor as Investment Officer

07 May 2010

It appears to me very clear that the first in line for Warren Buffett's position as Investment Officer is Li Lu. Several years back I had the privilege to hear Li Lu speak, and he is no question, the real deal. Li Lu was born in 1966 and was raised in China. He was one of the principle student leaders during the Tiananmen Demonstration in 1989, and was fortunate to escape to the United States later that year. Li Lu attended Columbia University from 1990 to 1996 and received three degrees simultaneously: a B.A. in Economics from Columbia College, a J.D. from Columbia Law School, and a M.B.A. from Columbia Business School. Shortly thereafter Li Lu began a career as a money manager. Naturally, Li Lu is an avid student of both Warren Buffett and (especially) Charlie Munger. With respect to Investment Manager succession, Munger provided a few very clear and important pieces of information recently, though not intending to explicitly do so.

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Berkshire Hathaway Valuation

07 May 2010

Investment reports generally include basic financial data and financial ratios, both of which are almost always taken from consolidated financial statements. Much of the time, reasonable conclusions (though of varying quality) can be determined by use of consolidated data, however, this is not always the case. There are plenty of instances where consolidated information is, at times, misleading or otherwise altogether useless. Consolidated information which does not accurately represent a business’s underlying economics is bad information and conclusions drawn therefrom will be equally bad.

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Lessons from “Poor Richard”

07 May 2010

We are ignoring the lessons of "Poor Richard" rather, more importantly, Benjamin Franklin. It might be wise for the individuals of the United States to reconsider why we have been successful in the past and what will drive us to failure. Poor Richard: The Indies have not made Spain rich, because her outgoes are greater than her incomes. Buy what thou hast no need of, and ere long thou shalt sell thy necessaries. . . Many a one, for the sake of finery on the back, have gone with a hungry belly and half-starved their families. Silks and satins, scarlet and velvets, put out the kitchen fire, as Poor Richard says.

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An interview with Tom Murphy

05 May 2010

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Lloyd Blankfein, Chief Executive Officer and Chairman of Goldman Sachs (2010)

05 May 2010

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A conversation with Roger Lowenstein

05 May 2010

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“The Washington Post” owner Katharine Graham with a rebroadcast of a conversation (2001).

05 May 2010

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A conversation with physicist Freeman J. Dyson (2009)

05 May 2010

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A conversation with physicist Freeman J. Dyson (1999)

05 May 2010

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A conversation with Warren Buffett (rebroadcast from May 10, 2007)

05 May 2010

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Buffett CNBC Interview (Parts 1-8)

05 May 2010

Part 1-Getting Past ‘Pearl Harbor': Ask Warren Transcript Part 2-Who Will Run Berkshire After Buffett? Ask Warren Transcript Part 3-If Buffett Were President: Ask Warren Transcript Part 4-Praising Social Security and Grading Obama: Ask Warren Transcript Part 5-Buffett's 'Dumb Deals': Ask Warren Transcript Part 6-Coke vs. Pepsi: Ask Warren Transcript Part 7-The U.S. Dollar, China & Acme Brick: Ask Warren Transcript Part 8-Is Charlie Munger Too Pessimistic? Ask Warren Transcript

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} catch(err) {}</script></li><li><strong>woo_highlights_show</strong> - true</li><li><strong>woo_highlights_tag</strong> - </li><li><strong>woo_highlights_tag_amount</strong> - 6</li><li><strong>woo_hightlights_image_dimentions_height</strong> - 75</li><li><strong>woo_home</strong> - true</li><li><strong>woo_home_thumb_height</strong> - 57</li><li><strong>woo_home_thumb_width</strong> - 100</li><li><strong>woo_image_single</strong> - false</li><li><strong>woo_logo</strong> - http://mattpauls.com/info/wp-content/woo_uploads/10-logo3.png</li><li><strong>woo_manual</strong> - http://www.woothemes.com/support/theme-documentation/gazette-edition/</li><li><strong>woo_nav_exclude</strong> - </li><li><strong>woo_recent_archives</strong> - #</li><li><strong>woo_resize</strong> - true</li><li><strong>woo_shortname</strong> - woo</li><li><strong>woo_show_carousel</strong> - false</li><li><strong>woo_show_video</strong> - false</li><li><strong>woo_single_height</strong> - 180</li><li><strong>woo_single_post_image_height</strong> - 380</li><li><strong>woo_single_post_image_width</strong> - 280</li><li><strong>woo_single_width</strong> - 250</li><li><strong>woo_slider_heading</strong> - Also in this site</li><li><strong>woo_tabs</strong> - true</li><li><strong>woo_themename</strong> - Gazette</li><li><strong>woo_uploads</strong> - a:10:{i:0;s:59:"http://mattpauls.com/info/wp-content/woo_uploads/12-INK.png";i:1;s:59:"http://mattpauls.com/info/wp-content/woo_uploads/11-INK.png";i:2;s:61:"http://mattpauls.com/info/wp-content/woo_uploads/10-logo3.png";i:3;s:60:"http://mattpauls.com/info/wp-content/woo_uploads/9-logo3.png";i:4;s:60:"http://mattpauls.com/info/wp-content/woo_uploads/8-logo2.png";i:5;s:59:"http://mattpauls.com/info/wp-content/woo_uploads/7-logo.png";i:6;s:60:"http://mattpauls.com/info/wp-content/woo_uploads/6-logo1.png";i:7;s:60:"http://mattpauls.com/info/wp-content/woo_uploads/5-logo1.png";i:8;s:59:"http://mattpauls.com/info/wp-content/woo_uploads/4-logo.png";i:9;s:59:"http://mattpauls.com/info/wp-content/woo_uploads/3-logo.png";}</li><li><strong>woo_video_category</strong> - Select a category:</li></ul>