A look at Aubrey K. McClendon, CEO of Chesapeake Energy's margin call which forced him to sell all his CHK stock and the techniques that the Fairholme Fund uses to evaluate managers.

Berkshire Hathaway will invest $5 billion in Goldman Sachs. In addition, Goldman will raise at least $2.5 billion in common equity in a public offering. Berkshire will have warrants to buy another $5 billion in common stock.

AIG plans to announce their new restructuring plan tomorrow and some of their assets may be attractive to Buffett's Berkshire Hathaway.

A look at the Treasury's plan for Fannie Mae and Freddie Mac, plus Guy Spier of Aquamarine Capital Management's guidelines for protecting your portfolio from Black Swans

Two interviews with Joel Greenblatt from 1997 about special situations investing.

A look at Jason Zweig's latest Intelligent Investor column at the WSJ and how a checklist can save investors from poor returns.

A look at Templeton's 10 maxims and how they fit into today's markets.

Zhao Danyang of the Pure Heart China Growth Investment Fund won the Glide Foundation's lunch auction with Warren Buffett. Here is a brief look at Zhao and his fund.

I look at Losing My Virginity by Richard Branson, a book recommended by Mohnish Pabrai. Branson actually acts very similar to a value investor and employs a margin of safety in the businesses he starts, this is a great book.

As value investors, we spend a tremendous amount of time reading. I found Evernote as a good solution for compiling a repository of things that I have read, so that I can access them from anywhere and easily come back to them.

The videos of Buffett's talk at IMD are long and hard to share, I thought I would transcribe what was said. All of this is paraphrased but hopefully you find it helpful.

Is Starbucks the next AOL? Maybe. There is talk about a turnaround for the brand, but so far, everything I have heard from the company does not seem to indicate what I would be looking for in a possible turnaround.

What I’ve done here is used Peter Boodell’s notes from and annotated them with some of my own thoughts.

Price is what you pay, value is what you get. Those words aren’t mine, they belong to Warren Buffett. For now though, they remain incredibly relevant to the type of investment environment we’re in.

Given the poor performance of Steak n Shake (SNS) it should be no wonder that some shareholders are disgruntled. Below is a letter to the company, by H. Kevin Byun of Denali Investors. He suggests a number of appropriate methods for the company to pursue in order to create shareholder value.