2 of my personal investing heroes are featured in this one document. This is a transcript from the 2008 Columbia Business School, Graham + Dodd Luncheon as part of the Heilbrun Center for Graham and Dodd Investing.
Seth Klarman is the Managing Partner of Baupost Group, and is known as the author of Margin of Safety.
Howard Marks is Managing Partner of Oaktree Capital Management, and is known for The Most Important Thing.
Both of these books are considered to be investing bibles for very good reason and are essential to any investing library.
Bruce Greenwald is also featured — he is excellent as well. His book, Competition Demystified, is such a great book on competitive strategy.
Here is the DropBox link to this transcript. It is an excellent read.