Wisdom Library

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Welcome to our wisdom library, a goldmine of free content. In the world of investing, reading isn't merely a choice; it's the catalyst for personal growth. Across every facet, reading is vital for evolving into a great investor.

To help you save both time and money, we've compiled a growing collection of exceptional content tailored to your learning journey! Think of it as your personalized MBA and a curated library just for you.

Greatest Investors Compilations

Everything Warren Buffet: Partnership letters, Berkshire, and more!

Everything Charlie Munger: Annual letters, Daily Journal, Talks, and more!

Berkshire Hathaway annual meeting transcripts (from 1994)

Nick Sleep: Compilation of Nomad Investment Partnership Letters

Peter Lynch: Investing Articles

Benjamin Graham: Partnership Letters and Articles

Li Lu: Compilation of Books, Talks, and Interviews

Constellation Software: Letters from Mark Leonard and written Q&A

Jeff Bezos: Compilation of Amazon’s Letters to Shareholders

Alphabet (Google): Compilation of Letters to Shareholders

Valuation and Business Content

• Aswath Damodaran Valuation Class

• Joel Greenblatt Columbia Class Notes

• Bruce Greenwald Class Notes

• The Bruce Greenwald Method, Lectures, and Additional Class Notes

• Jeff Bezos (Amazon) Shareholder Letters

Best Content on YouTube

• Free Value Investing Course (13 lessons - Investing like Buffett)

• Free Investing Master Class (10 lessons - For beginners)

• Financial Markets by Robert Shiller (23 lessons - Advanced)

• Investments - Complete Course (35 lectures)

• Warren Buffett, Chairman, Berkshire Hathaway Investment Group | Terry Leadership Speaker Series

• Warren Buffett & Charlie Munger: 100 Years of Financial Wisdom in 4 Hours

• Incredible Warren Buffett Speech - 1 hour

• Principles for Dealing with the Changing World Order by Ray Dalio

Investing and Famous Investor’s Content

• The Losers Game by Charles D. Ellis

• All publicly available writings of Warren Buffett

• Li Lu Paper on Becoming an Outstanding Investor and Value Investing in China

• Chapter 12 of John Maynard Keynes' "The General Theory"

• Chapter 8 of Benjamin Graham’s The Intelligent Investor

• Chapter 20 of Benjamin Graham’s The Intelligent Investor

• The Babe Ruth Effect by Michael Mauboussin

• All Speeches and Writings of Charlie Munger from 1994 to 2011 (Source: Todd Sullivan)

• Peter Lynch Letters

• The Peter Lynch Playbook

• Seth Klarman Letters

• Nick Sleep Letters

• The Art of Stock Picking by Charlie Munger

• Charlie Munger’s Investment Checklist

• Interviews and Transcripts of Rakesh Jhunjhunwala

• Terry Smith Letters

• All Shareholder Letters by Francois Rochon

• What Makes a Successful Investor List by Warren Buffett

• Phil Fisher’s 15-Point List with Rules for Buying Stocks

• Phil L. Carret Investing Rules and Gems

• Buffett Essay - How Inflation Swindles the Equity Investor

• How to Trade in Stocks by Jesse L. Livermore

• Turtle Creek Letters

Investing Philosophies Content

• Investment Philosophies by Aswath Damodaran

• Howard Marks

• Charlie Munger

• First Avenue Investment Philosophy

Psychology Content

• All Public Writings of Daniel Kahneman and Amos Tversky

• Daniel Kahneman's “Maps of Bounded Rationality”

• “The Psychology of Human Misjudgement” Transcript

• The Superinvestors of Graham and Doddsville (Article by Warren Buffett from 1984)

• The Human Side of Decision-Making by Daniel Kahneman

• Interview with Richard Thaler (The Father of Behavioral Economics)

Interviews and Transcript Content

• Howard Marks Talk at Goldman Sachs 2022 - Transcript

• “The Psychology of Human Misjudgement” Transcript

Aswath Damodaran

Aswath Damodaran’s YouTube channel contains some of the most insightful information out there. Especially his several (free) lessons and lectures. I’ve listed some of my favourites below:

• Statistics 101 from Aswath Damodaran (14 lessons)

• Session 1: Introduction to Valuation (16 mins)

• Session 2: Intrinsic Value Foundation (13 mins)

• Session 3: The Risk Free Rate (17 mins)

• Session 4: Equity Risk Premiums (17 mins)

• Session 6: Cost of Debt and Capital (15 mins)

• Session 7: Estimating Cash Flow (19 mins)

• Session 8: Estimating Growth (15 mins)

• Session 9: Terminal Value (10 mins)

• Session 10: Value Enhancement (15 mins)

• Session 11: Loose Ends in Valuation (13 mins)

• Session 12: Acquisition Ornaments (15 mins)

• Session 13: Loose Ends - Distress & Dilution

• Session 14: Relative Valuations (18 mins)

• Session 15: PE Ratios (16 mins)

• Session 16: Other Earnings Multiples (12 mins)

• Session 18: Revenue Multiples (11 mins)

• Session 19: Asset-Based Valuation (14 mins)