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About This Podcast
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.
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Recent Episodes
US Alternative Asset Managers Growth Moats and Industry Outlook 2025: Video Edition
This video is based on a Morningstar research report authored by Morningstar analysts and published as part of the Alternative Asset Manager Observer series in 2025. The audio provides a deeper and…
US Alternative Asset Managers Growth Moats and Industry Outlook 2025
This extended audio edition is based on a Morningstar research report authored by Morningstar analysts and published as part of the Alternative Asset Manager Observer series in 2025. The audio…
Quantum Computing Market Outlook Technology Challenges & Investment Risks
This extended audio edition is based on a December 2025 research report by a Technology Observer at Morningstar, providing an in depth analysis of the emerging quantum computing market and its long…
Competitive Advantage Period CAP Michael J. Mauboussin 1997
This extended audio edition explores key insights from a foundational research paper on the Competitive Advantage Period CAP, a critical yet frequently overlooked driver of long term corporate…
S1E1961 Warren Buffett 1961 Semi Annual Partnership Letter Structure Growth and Discipline
This audio edition features Warren Buffett’s July 1961 Semi Annual Letter to the partners of Buffett Partnership Ltd, offering a clear view into the operational evolution and investment discipline…
Probabilities and Payoffs: Michael Mauboussin and Dan Callahan
This extended audio edition presents a detailed exploration of the February 2025 article by Michael J. Mauboussin and Dan Callahan, CFA, focusing on the central role of expected value in investment…
Michael Mauboussin Insights on Investment Strategy and Market Behavior
This extended audio edition explores selected excerpts from Legg Mason Capital Management, featuring interviews and research papers by Michael Mauboussin. The material offers a deep examination of…
S1E1960 Warren Buffett 1960 Partnership Letter Unlocking Value Through Sanborn Map
This extended audio edition explores Warren Buffett’s 1960 Partnership Letter, offering a deeper and more detailed examination of his performance philosophy and evolving investment approach during…
Mauboussin on Corporate Cash Holdings Trends Insights
This extended audio edition explores the August 2025 research report by Michael J. Mauboussin and Dan Callahan, CFA, offering a deeper and more detailed examination of the long term rise in corporate…
S1E1958 Warren Buffett 1958 Partnership Letter Early Strategy and Workouts
This extended audio episode explores key highlights from Warren Buffett’s 1958 Partnership Letter, offering a deeper and more detailed look into his evolving investment philosophy during the…
S1E1959 Warren Buffett 1959 Partnership Letter Market Reality and Early Outperformance
This extended audio edition presents key excerpts from Warren Buffett’s 1959 Partnership Letter, offering a deeper and more reflective look into his early investment thinking and portfolio…
S1E1957 Warren Buffett 1957 Letter Early Value Investing and Market Discipline
This extended audio episode explores key insights from Warren Buffett’s Second Annual Letter to Partners from 1957, offering a deeper and more detailed look into the early foundations of his value…
Return on Invested Capital Explained: How ROIC Drives Shareholder Returns and Long-Term Value 💰📈
In this episode of ValueLetters 🎙️, we present an AI-narrative of the 2023 paper by Michael Mauboussin and Dan Callahan, exploring why Return on Invested Capital (ROIC) 💰 is one of the most important…
Li Lu’s 2024 Speech: How to Invest Through Global Uncertainty
In this ValueLetters episode, we dive into Li Lu’s remarkable 2024 speech at Peking University’s Guanghua School of Management. It is a thoughtful, grounded look at global value investing during a…
Warren Buffett’s 2025 Farewell: Reflections, Leadership Transition, and Lasting Wisdom
📜 In this episode of ValueLetters, we explore Warren Buffett’s heartfelt 2025 farewell message to Berkshire Hathaway shareholders. Released on November 10, 2025, this rare public note marks a turning…
Capital Allocation- Mauboussin, November 2025
This episode explores key insights from the report Capital Allocation (Published Nov 05 2025) by Michael J. Mauboussin and Dan Callahan, CFA, examining how effective capital allocation drives…
Capital Allocation: Assessing Management’s Skills by Mauboussin, November 2025
This episode explores key insights from the report Capital Allocation (Published Nov 05 2025) by Michael J. Mauboussin and Dan Callahan, CFA, examining how effective capital allocation drives…
Frequently Asked Questions
ValueLetters has published 17 episodes since November 2025, covering topics in Business, Investing.
ValueLetters is currently dormant with new episodes every few days. Average episode length is 35m.
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