Morningstar Interview with Wally Weitz Part 2 - More Picks from the Other Oracle of Omaha

Brad Hinton and Wally Weitz discuss Ultimate Stock-Picker's Portfolio watch list names held by Omaha-based Weitz Funds.

Here is video link or you can watch directly below :

Whitney Tilson on FBN - 10/22/07

Whitney Tilson on what investors should do during times of market turmoil, why banks have trouble with SIVs, Fairfax Financial, Target, Sears and Wal-Mart on Fox Business Network, 10/22/07.

Here is video links :

• Part-1 : Tilson on what investors should do during times of market turmoil, why banks have trouble with SIVs.
• Part-2 : Tilson on Fairfax Financial, Target, Sears and Wal-Mart.

Marty Whitman's 3 Bargain Stocks

In a Fortune exclusive, Marty Whitman, the dean of deep-value investors, identifies stocks he considers 'safe and cheap.' His picks will surprise you.

Direct Link - 3 Bargain Stocks.

David Einhorn on 17th Annual Graham & Dodd Breakfast

David Einhorn, President of Greenlight Capital gave a talk titled, "Fooling some of the people all of the time" on 17th Annual Graham & Dodd Breakfast, October 19, 2007.

[Video link was removed due to the request of Heilbrunn Center for Graham & Dodd Investing.]

Related Articles :

• David Einhorn's Prepared Remarks on 17th annual Graham & Dodd Breakfast Speech (PDF)
  
• David Einhorn Comments on the Credit Market and His Portfolio
• Valuing mortgage bonds: Don't ask, don't tell
• What regulators are good for: Cleaning up
  

CNBC Interview with Whitney Tilson - Finding Buy Opportunities

Whitney Tilson on CNBC with Maria B. 10 minutes of comments on MCD, TGT, the EMC stub, banks' problems with 20/90 bonds, avoiding housing, etc.

Here is video link or you can watch directly below :

CNBC Interview with Julian Robertson

CNBC's Erin Burnett discusses the economy and the prospects for a recession with legendary investor Julian Robertson.

Here is video links :

• Julian Robertson, Part-1
• Julian Robertson, Part-2
• Julian Robertson, Part-3

Related Link : Tiger's Robertson Sees 'Doozy of a Recession'

Whitney Tilson on FBN - 10/16/07

Whitney Tilson's comments on Berkshire Hathaway & McDonald's, Fed and housing, EMC stub, and Resource America (REXI) on Fox Business Network, 10/16/07.

Here is video links :

• Tilson on Berkshire Hathaway & McDonald's
• Tilson on the Fed and housing
• Tilson on the EMC stub (long EMC, short out VMW)
• Tilson on Resource America (REXI)
  

FBN Interview with Warren Buffett

Liz Clayman, formerly of CNBC, who recently joined The Fox Business Network had a great interview with Warren Buffett.

Here is video links :

• Buffett on the Economy
• Buffett on Selling PetroChina
• Buffett's Best Investment
  
• Buffett on Bear Stearns
  
• Buffett on Succession
  

Related Links:

• Transcript
• Buffett Tells FOX Business He's Sold PetroChina Stake
• Buffett Avoids Bear Stearns, Countrywide Financial
  

Morningstar Interview with Wally Weitz - Picks from the Other Oracle of Omaha

Wally Weitz and Brad Hinton discuss Weitz Funds holdings.

Here is video link or you can watch directly below.

CNBC Interview with Bruce Berkowitz - Street Smarts:Value Plays

Finding opportunity in stocks under stress, with Bruce Berkowitz, president of Fairholme Capital Management, and CNBC's Maria Bartiromo.

Here is video link - Street Smarts:Value Plays.

CNBC Interview with Leon Cooperman - Hot Hand in Hedge Funds

Legendary money manager and founder of Omega Advisors, Leon Cooperman, shares his outlook on the markets with CNBC's Bill Griffeth.

Here is video link - Hot Hand in Hedge Funds.

Whitney Tilson: Activist shareholders are here to stay – and investors should be glad

Whitney Tilson's latest article on FT's Inside Curve column.

Direct Link - Activist shareholders are here to stay – and investors should be glad.

Jean-Marie Eveillard on WealthTrack

In the wake of the recent crisis in the credit markets, WealthTrack looks at market risks and opportunities with three heavy weight investors: PIMCO’s legendary bond king, Bill Gross, First Eagle’s Jean-Marie Eveillard and BlackRock’s Bob Shearer.

Here is video link and transcript. (Only available for 2 weeks)
Or you can download the video (MP4 Format) here (Right Click and Save as..).

Value Investing News Anniversary

VIN is a great site for my value investing ideas. I had put VIN on my Recommend Sites long time ago.

Macleans.ca Interview with Warren Buffett

Warren Buffett talks about the joys of making billions and giving it away -- and why the kids shouldn't get it.

Direct Link - Interview with Warren Buffett.

Investor's HOTLINE Interview with Whitney Tilson

Here is the interview that Joe Bradley, founder of Investor’s HOTLINE, conducted with Whitney Tilson co-founder and a managing partner of the firm.

You can listen to Whitney’s analysis of recent market action, his expectations for the economy, his explanation of the T2 approach to picking stocks, identification of some of the company’s near-term picks and updates on past favorites, nuggets of wisdom from Warren Buffett, and more.

Direct Link - Investor's HOTLINE Interview with Whitney Tilson.

Pabrai Funds Meeting Notes

Articles about Pabrai Funds Meeting :

• Pabrai Funds Meeting
• Joe Ponzio
• Why Ask Me? Ask Mohnish.
• Mohnish: On Noise, Emotion, Gold And Change
• Pabrai Week: The Kelly Formula
• Dah Hui Lau - Pabrai's Annual Meeting at Chicago
• Sham Gad : 2007 Pabrai Funds Annual Meeting
  

Seminars from Columbia University's Value Investing Program

You can find recordings of guest lectures delivered by accomplished and world renowned investors. These individuals have generously contributed their time to share their insights with Columbia Business School students and have kindly agreed to have their lectures shared on The Heilbrunn Center for Graham ＆ Dodd Investing website as a valuable resource to the value investing community.

• Andrew Weiss
• Spring 2007 Lecture
• Spring 2006 Lecture
• Thomas Russo
• Spring 2006 Lecture
• Christopher Browne
• Spring 2007 Lecture
• Spring 2006 Lecture
• Glenn Greenberg
• Spring 2006 Lecture
• Lewis Sanders
• Spring 2007 Lecture
• Spring 2006 Lecture
• Michael Price
• Spring 2006 Lecture

Direct Link - The Heilbrunn Center for Graham ＆ Dodd Investing.

Warren Buffett to CNBC: Fed Rate Decision Won't Affect My Investment Decisions

In a live telephone interview with CNBC's Becky Quick, Warren Buffett said today's decision by the Federal Reserve on interest rates won't make "any difference whatsoever" to his investment decisions.

• Video Link - Warren Buffett to CNBC: Fed Rate Decision Won't Affect My Investment Decisions.
• Full transcript about investing - Warren Buffett to CNBC: "I Don't Care" If the Fed Cuts Rates.
• The transcript about the donation and the important role David Dodd played in his life - Warren Buffett: A 'Very Happy Story With a Happy Ending.

Whitney Tilson's Articles at FT.com Column

I consolidate Whitney Tilson's articles at FT.com column :

Latest :

• 2007-09-14, Whitney Tilson: Hot favourites won’t always turn out to be great winners
  

Previous :

• 2007-08-17, Be ready to act when market opens a door to opportunity , PDF version
  
• 2007-07-20, Human qualities in managerment matter for long-term success, PDF version
• 2007-06-24, Buyout binge is sign of good health, PDF vsrsion
• 2007-05-18, Not-to-be-missed tips for value hunters , PDF vsrsion
  
• 2007-04-21, Investors should ‘re-buy’ their portfolios every day , PDF version
  
• 2007-03-16, It never hurts to enlist some high-class help , PDF version
  
• 2007-02-16, Learn from your own investment mistakes , PDF version
  
• 2007-01-19, Delve deep to find the good spin on spun-off companies , PDF version
  
• 2006-11-24, Good reasons to lock in your gains and trim your holdings (PDF)
• 2006-10-27, Opportunity to sample the treats
• 2006-10-06, Massaging figures is more widespread than you think , PDF version
  
• 2006-08-18, The undermining effects of overconfidence , PDF version
  
• 2006-07-14, Mining for gems among the overlooked small caps , PDF version
  
• 2006-06-09, Patience can find a virtue in market inefficiency , PDF version
  
• 2006-05-04, On Buffet and value investing , PDF version
  
• 2006-04-21, Stick with the simple, if scary, solution (PDF)
• 2006-03-24, Take a Bumpy Ride Through the Mean Streets (PDF)
• 2006-02-23, Activism means more than hissy fits and egos (PDF)

Whitney Tilson: Hot favourites won't always turn out to be great winners

This is Whitney Tilson's latest article on FT's Inside Curve column. Here is Tilson's points :

• Perfect foresight is impossible in the complicated and dynamic world of investing. Even the best investors typically turn out to be wrong.
• Never underestimate the competition.
• Valuation matters.
• That’s something to remember every time you buy a stock, especially if you’re betting on “sweeping trends”.
• Buy-and-hold isn’t what it used to be.

Direct Link - Whitney Tilson: Hot favourites won’t always turn out to be great winners.

David Dreman on WealthTrack

David Dreman, Chairman of Dreman Value Advisors, was on Consuelo Mack WealthTrack.

Here is video link and transcript. (Only available for 2 weeks)
Or you can download the video here (Right Click and Save as..).