Learning from Superinvestors: How to Think About Holding Companies

http://www.beyondproxy.com/holding-companies/

Don Yacktman: Measuring Your Money Manager

Legacy of Benjamin Graham

Charlie Munger & Warren Buffett's Secrets To Investing Success by Monish Pabrai

William Ackman: Everything You Need to Know About Finance and Investing in Under an Hour

Jean-Marie Eveillard on Investors’ Biggest Mistake

Michael Porters’ Five Forces Examined

About this theme I would also recommend the book "Competition Demystified - A radically simplified approach to business strategy" from Bruce Greenwald.

Charlie's Wisdom

Bill Nygren: the importance of cash and buybacks

Paul McCulley & Bill Miller, Stocks vs Bonds

Steven Romick and the application of Grinold and Kroner model to Walmart

Grinold and Kroner Model

Bill Ackman's Investments

En Bolsa el dinero está más seguro sobre todo en crisis - Garcia Paramés

Palestra de Prem Watsa

Prem Watsa gere a seguradora canadiana Fairfax no mesmo estilo e filosofia que Warren Buffett gere a sua Berkshire Hathaway.


Esta é uma palestra que Watsa concedeu ao Ben Graham Center for Value Investing na Richard Ivey School of Business.

Link

Johnson & Johnson CEO on Road Ahead

Michael Mauboussin - "Think Twice"

Michael Mauboussin, the Chief Investment Strategist at Legg Mason Capital Management, a Professor at Columbia’s Business School and the author of “Think Twice: Harnessing the Power of Counterintuition,” about common investment mistakes, how to improve decision-making, and what investors can learn from the recent stock-market woes.

Plano Inclinado - Poupança

A importância da poupança, da redução do endividamento, do controlo da dívida do estado.

Bruce Berkowitz on WealthTrack

Bruce Greenwald sobre Value Investing

Bruce Greenwald explica, neste vídeo, o que é o Value Investing. Este é o auto daquele que para mim é um dos mais relevantes livros sobre a matéria: Value Investing: from Graham to Buffett and Beyond.

Lição Value Investing por Seth Klarman

Grande lição de Value Investor, dentro do contexto actual de mercado e por um dos melhores investidres em valor da actualidade, Seth Klarman, fundador e presidente da socidade de investimentos Baupost e autor do livro de culto "Margin of Safety".

Vídeo