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wvedder Message

wvedder's Space » All messages

  • dheerajgrover 2012-06-03 10:23
    wvedder: Already seen it. That Consuelo Mack interview was originally released about five or six months ago.
    Thanks for pointing that out....i did not realize that it was the same interview that Consuelo Mack was again posting on its website.

    However, the lessons are so relevant that it is a good refresher on Don Yacktman's investing philosophy and what he sees in the market today when the investment environment is so volatile.
  • Geoff Gannon 2012-03-06 06:49
    wvedder: Thanks! I also noticed that Don Yacktman said that ""The Real Warren Buffett" by James O'Loughlin is a terrific book and I think could
    Yes. I thought it was good. It's worth a read. But all of these have slants that are different that what Warren Buffett is really like. So, if you think you're getting a clear idea of how Buffett made his fortune from these books - that's not true.

    The sources that give you the fullest picture of the way Buffett actually invests are:

    The Snowball / Buffett:Making of an American Capitalist/Of Permanent Value
    The Intelligent Investor/Common Stocks and Uncommon Profits/Poor Charlie's Almanack
    Letters to Shareholders/Letters to Partners

    Those 8 sources will give you everything you need to know about Buffett. You don't really need to read anything else, though I do suggest some of his talks to students - especially the Notre Dame notes.
  • Geoff Gannon 2012-03-05 16:53
    wvedder: Geoff,

    I saw that you recently recommended a lot of books about Buffett, Graham, Lynch, Greenblatt, etc. What do you think about the books by Mary Bu
    I think they are okay. I think - especially if you knew nothing about Warren Buffett - you could actually learn a lot from the Buffettology books and the "Warren Buffett Way" (and "The Warren Buffett Portfolio"). But it is not one of the first books I'd suggest. And I don't think it offers any special insight into Warren Buffett.

    For information about Buffett's investing style, it is better to read "The Snowball", "Buffett: The Making of An American Capitalist", "Poor Charlie's Almanack", "The Intelligent Investor", "Common Stocks and Uncommon Profits", "Of Permanent Value", and Warren Buffett's letters to shareholders, letters to partners, and his various talks he's given to classes. In fact, I think one of the best things you can read is what Buffett said at Notre Dame back in the 1990s. I linked to it earlier today. In fact, everything you find listed on Buffett at TIlson's site is worth reading:


    Also, Charlie Rose did some interviews with Warren Buffett. You can find some (but oddly not all parts of all of them) at Charlie Rose's site:


    I would tell people to check those things out before they read Buffettology and "The Warren Buffett Way". Those books are more filtered. More someone's idea of Buffett's ideas rather than what his ideas really are.
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