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Welcome to ValueLetters, an AI-narrated journey through the greatest investment writings ever created. Each episode brings to life the timeless insights of legendary investors such as Warren Buffett, Seth Klarman, Peter Lynch, and Terry Smith. From letters and articles to written interviews and essays, we uncover the wisdom, context, and principles that have guided decades of success. Beyond these classic writings, I also share my own reflections and analyses, inspired by the same masters whose ideas continue to shape the world of value investing. Join me as we rediscover the art of thoughtful investing, one piece of writing at a time.
| Episode | Date |
|---|---|
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Bayes and Base Rates AI Forecasts and Probabilistic Thinking Mauboussin and Callahan 2026
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Mar 13, 2026 |
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US Alternative Asset Managers Growth Moats and Industry Outlook 2025: Video Edition
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Dec 26, 2025 |
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US Alternative Asset Managers Growth Moats and Industry Outlook 2025
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Dec 26, 2025 |
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Quantum Computing Market Outlook Technology Challenges & Investment Risks
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Dec 23, 2025 |
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Competitive Advantage Period CAP Michael J. Mauboussin 1997
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Dec 23, 2025 |
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Warren Buffett 1961 Semi Annual Partnership Letter Structure Growth and Discipline
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Dec 17, 2025 |
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Probabilities and Payoffs: Michael Mauboussin and Dan Callahan
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Dec 16, 2025 |
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Michael Mauboussin Insights on Investment Strategy and Market Behavior
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Dec 16, 2025 |
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Warren Buffett 1960 Partnership Letter Unlocking Value Through Sanborn Map
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Dec 16, 2025 |
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Mauboussin on Corporate Cash Holdings Trends Insights
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Dec 15, 2025 |
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Warren Buffett 1958 Partnership Letter Early Strategy and Workouts
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Dec 15, 2025 |
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Warren Buffett 1959 Partnership Letter Market Reality and Early Outperformance
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Dec 15, 2025 |
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Warren Buffett 1957 Letter Early Value Investing and Market Discipline
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Dec 14, 2025 |
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Return on Invested Capital Explained: How ROIC Drives Shareholder Returns and Long-Term Value 💰📈
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Nov 24, 2025 |
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Li Lu’s 2024 Speech: How to Invest Through Global Uncertainty
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Nov 18, 2025 |
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Warren Buffett’s 2025 Farewell: Reflections, Leadership Transition, and Lasting Wisdom
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Nov 16, 2025 |
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Capital Allocation- Mauboussin, November 2025
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Nov 12, 2025 |
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Capital Allocation: Assessing Management’s Skills by Mauboussin, November 2025
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Nov 10, 2025 |