Item 8

All intelligent investing is value investing.

Internal Company Memos

• Bill Gates - The Internet Tidal Wave
• Howard Schultz - Starbucks Strategy
• Jeffrey Katzenberg - Disney Studios
• Stewart Butterfield - We Don't Sell Saddles Here

Compilations

• Kinetic Energy Ventures Compilations
• Austin Value Capital Compilations
• Compilation of Buffett letters,transcripts, memos, and articles.
• Berkshire Shareholder Meeting Transcript 1994-2018
• Complete Buffett Partnership Letters
• Compilation of Munger annual letters, articles and talks
• Compilation of Walter Schloss Articles
• Sequoia Fund letters from 1974-1982
• All Amazon Shareholder Letters
• Peter Lynch Worth Magazine Articles
• The Papers of Benjamin Graham
• Michael Burry MSN Money Articles
• Michael Burry Scion Capital Letters
• Michael Mauboussin Papers
• Collection of Nicholas Sleep Nomad Letters
• Investing Quotations (Compiled by Phil Ordway)
• Investment Principles and Checklists (Compiled by Phil Ordway)

Video Lectures and Streams

• Martin Shkreli Introduction to Investing and Finance
• Bruce Greenwald 2010 Lectures
• Joel Greenblatt 2005 Lectures
• Peter Lynch 1994 National Press Club Lecture
• Aswath Damodaran 2014 to 2020
• CS183C: Technology-enabled Blitzscaling - Standord University 2015
• Roaring Kitty aka DeepFuckingValue Live Streams (includes $GME)

Founder Stories

• Brian Chesky at Stanford University 2015 - Launching Airbnb & Challenges of Scale
• Reed Hastings at Stanford University 2015 - Building A streaming Empire
• Elon Musk 2020 - Third Row Tesla

Speech Transcripts

• Peter Kaufman - The Multidisciplinary Approach to Thinking
• Richard Hamming - Learning to Learn
• William Deresiewicz - Solitude and Leadership
• Li Lu - Columbia Business School
• Bill Nygren Google Talk - Value Investing Principles and Approach
• Stanley Druckenmiller - Lost Tree Club

Presentation Slides

• Bear Stearns - Primer on the ROIC Valuation Framework
• Bear Stearns - Discounted Cash Flow Methodology
• Goldman Sachs - Equity Valuation
• Jim Chanos - Non-GAAP Metrics
• Andreessen Horowitz - Network Effects
• Dorsey Asset Managment - Competitive Advantage & Capital Allocation
• Pershing Square Starbucks Presentation
• Broyhill - Don't Confuse Cheap With Value
• Saber Capital Managment - 3 Paths to Finding Value in Stocks
• Hayden Capital - Afterpay Case Study

Class Notes

• Joel Greenblatt on Special Situation Investing - Columbia Business School
• Bruce Greenwald on Value Investing - Columbia Business School
• Benjamin Graham on Current Problems in Security Analysis - New York Institute of Finance(Sep 1946 to Feb 1947)
• Peter Thiel CS183: Startup - Stanford

Value Investing

• What Has Worked in Investing - Tweedy Browne
• Crist on Value - Strategies from America's Leading Handicappers
• The Superinvestors of Graham-and-Doddsville - Warren Buffett
• Fundsmith Owner's Manual

Fund Letters

• lettersandreviews.blogspot - Fund Manager Letters, Stocks, CEO Letters to Shareholders
• r/SecurityAnlaysis - Q42020 Letters & Reports
• Chris Bloomstran - Sempter Augustus
• Howard Marks - Oaktree Capital
• Fred Liu - Hayden Capital

Papers

• How to Create Value Without Earnings:The Case of Amazon
• Has the Stock Market Become Less Representative of the Economy?

Blogs

• Paul Graham
• Bill Gurley - Above the Crowd
• John Hempton - Bronte Capital
• csinvesting
• Latticework Investing
• Saber Capital Management Notes
• Farnam Street
• Mine Safety Disclosures
• Deep Throat IPO
• The Bogle eBLOG Archives
• MatthewBall.vc

Substacks

• Not Boring - Packy McCormick
• The Generalist - Mario Gabriele
• Technically - Justin Gage

Textbooks

• Valuation - McKinsey & Company
• Investment Valuation - Aswath Damodaran
• Principles of Corporate Finance - Brealey, Myers & Allen

Writing

• The Day You Became a Better Writer - Scott Adams
• On Writing Well - William Zinsser
• The Elements of Style - Strunk
• A Plain English Handbook - SEC

Podcasts

• Invest Like the Best
• The Acquirers Podcast
• Acquired
• Focused Compounding
• Value Investing with Legends
• This Week in Intelligent Investing
• The Business Brew
• The Jolly Swagman

Multidisciplinary

• Discover Magazine Compilation
• Richard Feynman Lectures

Commentary

• Extraordinary Popular Delusions and the Madness of Internet Speculators - David B. Moore

Free Tools

• OpenInsider
• Insider Tracking
• Sec Form 4 Insider Trading
• Whale Wisdom
• highshortinterest.com
• Financhill - Most Shorted Stocks
• IBorrowDesk
• Most Active Options
• Real-Time Stock Indices Futures
• Major world Indices
• TradingView
• Finra Bonds Data
• Fidelity Sectors & Industries Peformance
• Big Charts
• SEC Form 4 Transaction Codes
• Datorama
• FRED Economic Data
• Yardeni Research
• Useful Data Sets - Aswath Damodoran
• Securities Class Action Clearinghouse - Stanford
• Reddit r/SecurityAnalysis
• SEC EDGAR
• Seeking Alpha
• Finviz
• Market Chameleon
• Tikr Terminal
• Koyfin Charts
• Unhedged
• GuruFocus