ValueLetters

By Maisam

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Category: Investing

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Episodes: 18

Description

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
Bayes and Base Rates AI Forecasts and Probabilistic Thinking Mauboussin and Callahan 2026
Mar 13, 2026
US Alternative Asset Managers Growth Moats and Industry Outlook 2025: Video Edition
Dec 26, 2025
US Alternative Asset Managers Growth Moats and Industry Outlook 2025
Dec 26, 2025
Quantum Computing Market Outlook Technology Challenges & Investment Risks
Dec 23, 2025
Competitive Advantage Period CAP Michael J. Mauboussin 1997
Dec 23, 2025
Warren Buffett 1961 Semi Annual Partnership Letter Structure Growth and Discipline
Dec 17, 2025
Probabilities and Payoffs: Michael Mauboussin and Dan Callahan
Dec 16, 2025
Michael Mauboussin Insights on Investment Strategy and Market Behavior
Dec 16, 2025
Warren Buffett 1960 Partnership Letter Unlocking Value Through Sanborn Map
Dec 16, 2025
Mauboussin on Corporate Cash Holdings Trends Insights
Dec 15, 2025
Warren Buffett 1958 Partnership Letter Early Strategy and Workouts
Dec 15, 2025
Warren Buffett 1959 Partnership Letter Market Reality and Early Outperformance
Dec 15, 2025
Warren Buffett 1957 Letter Early Value Investing and Market Discipline
Dec 14, 2025
Return on Invested Capital Explained: How ROIC Drives Shareholder Returns and Long-Term Value 💰📈
Nov 24, 2025
Li Lu’s 2024 Speech: How to Invest Through Global Uncertainty
Nov 18, 2025
Warren Buffett’s 2025 Farewell: Reflections, Leadership Transition, and Lasting Wisdom
Nov 16, 2025
Capital Allocation- Mauboussin, November 2025
Nov 12, 2025
Capital Allocation: Assessing Management’s Skills by Mauboussin, November 2025
Nov 10, 2025