Investing Resources

This Library of Investing Resources consists of almost 40 PDFs and thousands of pages of Investing Wisdom.

Content:

• Investor Letters and Speeches

• Valuation and Business Classes

• Psychology Write-Ups

• Investing Philosophy One-Pagers

• Transcripts of Special Speeches

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The Investing Platform consist of:

• Monthly Deep Dives/Valuations of Companies

• Regular Research Articles

• Access my Portfolio (+Real Time Updates)

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Investing and Letters

• All Speeches and Writings of Charlie Munger from 1994 to 2011 (Source: Todd Sullivan)

• Peter Lynch Letters

• The Peter Lynch Playbook

• Seth Klarman Letters

• Nick Sleep Letters

• The Art of Stock Picking by Charlie Munger

• Charlie Munger’s Investment Checklist

• Interviews and Transcripts of Rakesh Jhunjhunwala

• All publicly available writings of Warren Buffett

• Terry Smith Letters

• All Shareholder Letters by Francois Rochon

• What Makes a Successful Investor List by Warren Buffett

• Phil Fisher’s 15-Point List with Rules for Buying Stocks

• Phil L. Carret Investing Rules and Gems

• The Losers Game by Charles D. Ellis

• Li Lu Paper on Becoming an Outstanding Investor and Value Investing in China

• Chapter 12 of John Maynard Keynes' "The General Theory"

• Chapter 8 of Benjamin Graham’s The Intelligent Investor

• Chapter 20 of Benjamin Graham’s The Intelligent Investor

• The Babe Ruth Effect by Michael Mauboussin

• Buffett Essay - How Inflation Swindles the Equity Investor

• How to Trade in Stocks by Jesse L. Livermore

• Turtle Creek Letters

Valuation and Business

• Aswath Damodaran Valuation Class

• Joel Greenblatt Columbia Class Notes

• Bruce Greenwald Class Notes

• The Bruce Greenwald Method, Lectures, and Additional Class Notes

• Jeff Bezos (Amazon) Shareholder Letters

One-Pager of Investing Philosophies

• Howard Marks

• Charlie Munger

• Peter Lynch

Psychology Resources

• All Public Writings of Daniel Kahneman and Amos Tversky

• Daniel Kahneman's “Maps of Bounded Rationality”

• “The Psychology of Human Misjudgement” Transcript

• The Superinvestors of Graham and Doddsville (Article by Warren Buffett from 1984)

• The Human Side of Decision-Making by Daniel Kahneman

• Interview with Richard Thaler (The Father of Behavioral Economics)

Interviews and Transcripts

• Howard Marks Talk at Goldman Sachs 2022 - Transcript

• “The Psychology of Human Misjudgement” Transcript