Friday, September 12, 2014

The Best From The Web: Weekly Value Links - Sept 12th

Interview with Joel Greenblatt in Barrons: (Link)
Interview with Wilbur Ross in Outlook Business: (Link
Howard Marks Memo to Oaktree Clients: (Link
Charlie Munger’s Letters to shareholders of Blue Chips Stamps 1978-1982. Compiled by Max Olson:

Blue Chip Stamps financials: (Link)  and letters: (Link

Jason Zweig interviewed Charlie Munger after the Daily Journal annual meeting on September 10th: (Link) and the second article (Link2)
More coverage of the Daily Journal meeting from Noah Buhayar at Bloomberg: (Link)
Notes from the Value Investing Congress in NYC: (Link) and (Link)
“How Guy Spier Evolved Into a Great Investor” on Bloomberg Radio: (Link)
Third Avenue Funds 3Q 2014 Shareholder Letter: (Link)
Salman Khan – The Learning Myth: Why I’ll Never Tell My Son He’s Smart: (Link)
So Bill gates Has This Idea for a History Class (New York Times): (Link)
Excerpts from Baupost’s Q2 Letter to Investors: (Link