Library

Great Investors

Some of the truly greats from the past and some super investors whose thoughts are worth understanding. We have included some material whcih is available elsewhere like the Berkshire AGM transcripts, but not Howard Marks’ memos as they are all available on the Oaktree website, unless there is something fantastic which we want to draw attention to.

Main Folder

Bernstein

Buffett and Munger

- all the transcripts, more stuff than you have time to read, frankly

Chanos

GMO

- selected “best” articles

Greenblatt

Klarman

Lynch

Others

- interviews with Swensen and Soros, a 20s something young investor argues that Howard Marks is wrong (actually really good), Graham’s letters and lots of other material which I found interesting and useful