Monday, July 16, 2018

Austin Value Capital

Austin Value Capital

Warren Buffett

Compilations

Download - Compilation of everything Buffett: partnership letters, Berkshire Hathaway letters, annual meeting transcripts, memos, and articles.
Download - Compilation of Berkshire Hathaway annual meeting transcripts starting from 1994.

Charlie Munger

Download - Compilation of everything Munger including annual letters from Blue Chip Stamps, Wesco, and Daily Journal as well as articles and talks.

Benjamin Graham

Download - Compilation of everything Graham including partnership letters and articles.

Walter Schloss

Download - Compilation of articles by Walter Schloss.

Jamie Dimon

Download - Compilation of letters, annual reports, and investor day presentations related to Jamie Dimon.

Amazon

Download - Compilation of Amazon's letters to shareholders.

Alphabet

Download - Compilation of Google/Alphabet's letters to shareholders.

Markel

Download - Compilation of letters as well as interspersed meeting notes.

Fairfax

Download - Compilation of letters and annual reports for Fairfax, Fairfax India, and Fairfax Africa.

Brookfield

Download - Compilation of letters, annual reports, investor day presentations, and annual supplmentals of Brookfield Asset Management, Brookfield Infrastructure Partners, Brookfield Renewable Energy Partners, Brookfield Property Partners, and Brookfield Business Partners.

Leucadia

Download - Compilation of letters as well as interspersed presentations and annual meeting notes.

Michael Burry

Download - Compilation of available content of Michael Burry.

John Maynard Keynes

Download - Compilation of National Mutual Life Assurance letters.

Constellation Software

Download - Compilation of letters and written question and answers for Constellation Software.

Exor

Download - Compilation of letters related to John Elkann and Exor.

Enterprise Diversified

Download - Short compilation of letters from Sitestar/Enterprise Diversified.


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Digital Goods

https://www.escoe.ac.uk/wp-content/uploads/2018/06/EM2018-Brynjolfsson-et-al.pdf