So many great resources :)
I want to add a couple more from the ‘Talks at Google’ youtube channel:
https://youtu.be/D6h5bvxnBKk — William Thorndike on his book, “The Outsiders”.
From the description: Thorndike brings to bear the analytical wisdom of a successful career in investing, closely evaluating the performance of companies and their leaders. You will meet eight individualistic CEOs whose firms’ average returns outperformed the S&P 500 by a factor of twenty — in other words, an investment of $10,000 with each of these CEOs, on average, would have been worth over $1.5 million twenty-five years later. You may not know all their names, but you will recognize their companies: General Cinema, Ralston Purina, The Washington Post Company, Berkshire Hathaway, General Dynamics, Capital Cities Broadcasting, TCI, and Teledyne. In The Outsiders, you’ll learn the traits and methods — striking for their consistency and relentless rationality — that helped these unique leaders achieve such exceptional performance.
https://youtu.be/B1RhAWzUCsc — Meb Faber on his book, “Global Value”.
From the description: Over 70 years ago, Benjamin Graham and David Dodd proposed valuing stocks with earnings smoothed across multiple years. Robert Shiller later popularized this method with his version of the cyclically adjusted price-to-earnings (CAPE) ratio in the late 1990s and correctly issued a timely warning of poor stock returns to follow in the coming years. We apply this valuation metric across more than 40 foreign markets and find it both practical and useful. Indeed, we witness even greater examples of bubbles and busts abroad than in the United States. We then create a trading system to build global stock portfolios, and find significant outperformance by selecting markets based on relative and absolute valuation.
https://youtu.be/1r1vJZ80Z7I — Tobias Carlisle on his book, “Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations”
From the Description: It is a simple, but counterintuitive idea: Under the right conditions, losing stocks — those in crisis, with apparently failing businesses, and uncertain futures — offer unusually favorable investment prospects. This is a philosophy that runs counter to the received wisdom of the market. Many investors believe that a good business and a good investment are the same thing. Many value investors, inspired by Warren Buffett’s example, believe that a good, undervalued business is the best investment.
All are great talks, especially since there isn’t enough time in the day to read every great book. I hope you enjoy them.