Corporate-governance scholar, lawyer and author known for his work on Berkshire Hathaway and Warren Buffett; founded and runs the Quality Shareholders Group.
University of DelawareQuality Shareholders Group
George Washington University
The Essays of Warren Buffett reorganises decades of Berkshire shareholder letters by subject - governance, accounting, mergers, valuation - turning scattered annual commentary into a usable manual. The later books extend the analysis to Berkshire's decentralised structure and to the traits that make a business durable enough to hold for decades.
8 books of their own
Berkshire's shareholder letters arranged by topic: governance, valuation, mergers.
“The resource is as valuable as Larry Cunningham's The Essays of Warren Buffett, which similarly organizes by subject matter” — Christopher Bloomstran
Source: Semper Augustus 2024 Letter to Clients, 'Books and Tunes for Walking', p. 96
Recommended by: Christopher Bloomstran, Francois Rochon and 11 others
Berkshire as an operating company: its subsidiaries' culture and whether it lasts.
Recommended by: Mohnish Pabrai
What makes a business high quality and worth owning for years at a fair price.
Recommended by: Patrick O'Shaughnessy
How Berkshire runs on trust instead of the controls other large firms use.
Recommended by: Warren Buffett
The reasoning that links Graham's analysis with Buffett's use of it.
Recommended by: Mohnish Pabrai
How individual investors can exploit the constraints that bind professionals.
Recommended by: Mohnish Pabrai
Buffett, Munger and scholars discuss governance and investing at a 1996 symposium.
Recommended by: Mohnish Pabrai
How AIG became the world's largest insurer, and its builder's account of his ouster.
Recommended by: Mohnish Pabrai
The Essays of Warren Buffett: Lessons for Corporate America | Berkshire's shareholder letters arranged by topic: governance, valuation, mergers. | 1997 | T2 | Christopher Bloomstran, Francois Rochon, Frank Martin and 10 others |
Berkshire Beyond Buffett | Berkshire as an operating company: its subsidiaries' culture and whether it lasts. | 2014 | T2 | Mohnish Pabrai |
Quality Investing | What makes a business high quality and worth owning for years at a fair price. | 2016 | T2 | Patrick O'Shaughnessy |
| Margin of Trust | How Berkshire runs on trust instead of the controls other large firms use. | 2019 | T2 | Warren Buffett |
How to Think Like Benjamin Graham and Invest Like Warren Buffett | The reasoning that links Graham's analysis with Buffett's use of it. | 2001 | T2 | Mohnish Pabrai |
Outsmarting the Smart Money: Understand How Markets Really Work and Win the Wealth Game | How individual investors can exploit the constraints that bind professionals. | 2002 | T2 | Mohnish Pabrai |
| The Buffett Essays Symposium: A 20th Anniversary Annotated Transcript | Buffett, Munger and scholars discuss governance and investing at a 1996 symposium. | T2 | Mohnish Pabrai | |
| The AIG Story | How AIG became the world's largest insurer, and its builder's account of his ouster. | 2013 | T2 | Mohnish Pabrai |