Welcome to the Investing for Beginners podcast! This episode will be a chock full of important names and resources on investing so be prepared! We will go through briefly on a lot of familiar investors (and obscure ones also) and their speeches and shareholder letters and tell you why they’re worth your dime to read so listen on!
Timestamps of the episode:
-Peter Lynch and his investing style of knowing what you own. A classic. [02:27]
-Warren Buffett’s speeches and his letters [03:52]
-Charlie Munger, the OG partner of Buffett that is a league of his own. [05:28]
-Howard Marks and his value investing memos: the sane voice amidst the noise. [08:18]
-Joel Greenblatt: the best value investor teacher. [11:00]
-Terry Smith and his Fundsmith shareholder letters: growth investing. [13:50]
-Tom Gayner of Markel, the lowkey investor following Buffett’s investing style using insurance float. [15:00]
-Jeff Bezos’ early Amazon shareholder letters and the persistent focus on free cash flow. [16:33]
-Jamie Dimon, CEO of JPMorgan Chase’s shareholder letters, the second best to read after Buffett. [18:02]
-Mark Leonard’s shareholder letters of Constellation software: relentless attention to ROIC, free cash flow and company culture. [19:33]
-Bill Ackman of Pershing Capital [21:55]
-Nick Sleep and Zacharia Nomad partnership shareholder letters, the pioneer of scale economies shared. [23:15]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Resources mentioned in the show:
Most, if not all, can be found here- https://www.stratosphere.io/fund-letters/
Charlie Munger’s speech transcript on the Psychology of Human Misjudgment- https://jamesclear.com/great-speeches/psychology-of-human-misjudgment-by-charlie-munger
Joel Greenblatt’s Columbia class notes transcript- https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf
Howard Marks’ memos- https://www.oaktreecapital.com/insights/memos
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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