I just thought of another good link I should have posted. It's the video from one of the highlights of the Berkshire annual meeting weekend. It's the VALUExBRK conference, put on by investor Guy Spier on the day before the annual meeting. At more than 5 hours including a 1-hour lunch recess, it's lengthy but packed full of great speakers and topics (roughly 20 minutes apiece).

At the 00:03:45 mark, the first presenter is Daily Journal Chairman and CEO Steven Myhill-Jones, hand-picked by Charlie Munger to run the company. His presentation was titled, "How Charlie Munger Recruited Me to Daily Journal," and is described as, "The Daily Journal CEO on the lunch in LA, the phone call that began with "before you say no, I'm almost 98," and why public-sector complexity is a moat in the age of AI."

YouTube: VALUExBRK 2026 | Bill Ackman, Mohnish Pabrai, Tom Gayner, Chris Bloomstran & More (Guy Spier)

Here's the full rundown of the speakers and topics:

Guy Spier — Welcome and Winning Points Against the Grim Reaper
Opening remarks on storytelling, joy, and lessons from a difficult year — including reflections on the February letter and the GBM diagnosis.

Steven Myhill-Jones — How Charlie Munger Recruited Me to Daily Journal
The Daily Journal CEO on the lunch in LA, the phone call that began with "before you say no, I'm almost 98," and why public-sector complexity is a moat in the age of AI.

Adam Mead — 60 Years of Berkshire by the Numbers
The author of The Complete Financial History of Berkshire Hathaway on the data: more equity capital added in the last 5 years than in Berkshire's first 52, and the pivotal Gen Re deal at 3x book.

Bryan Lawrence — Meet Marvin and Vicki, Our AI Agents at Oakcliff
Two AI agents running on Mac minis. Bryan's takeaway: businesses with revenues denominated in human time but costs in tokens face a structural problem.

Bill Ackman — Creativity, Permanent Capital, and Howard Hughes
Why creativity in investing means doing things that haven't been done before, and how Howard Hughes is being built into a "mini-Berkshire."

Tom Gayner — Choosing Your Game, and Why I Read War and Peace Aloud
The Markel CEO on knowing your edge ("I'm not racing Usain Bolt") and the discipline of stick-to-itiveness across decades.

Eric Markowitz — Lessons from the World's Oldest Businesses
A preview of his forthcoming book, anchored on Hoshi Ryokan in Japan — founded in 718 AD, now run by the 47th-generation owner.

Gisela Baur — Thirty Years of Interviewing Warren Buffett
The German journalist on what she has learned: his memory, his trick of always asking rather than performing, and his willingness to give things up to make room for what matters.

Luca Dellanna — Why Habits Beat Incentives
Hungary spends nearly 5% of GDP on family-formation incentives without moving fertility. Why habits outperform incentives across business, sport, and life.

Thomas Russo — Brands, Luxury, and the Power of Patience
Weetabix as the gateway to brand investing, Nestlé's loss of self-criticism, and a case-by-case view of luxury.

Chris Bloomstran — Berkshire Could Fall 99.3% and Still Have Beaten the S&P
The Semper Augustus founder on Geico's deliberate 80% retreat in premiums starting in 1985, and why Greg Abel's real task is to deploy Berkshire's $270B war chest when the next crisis arrives.

Lauren Templeton — Why Fairfax Financial Looks Like Berkshire Circa 1997
The case for Fairfax as today's young Berkshire: $26B equity, $40.8B float, 18.7% book-value CAGR since 1985, and family control.

Brandon van der Kolk — How YouTube Became the Largest Video Platform on TV
The Investor Center founder on a platform that now takes more TV watch time than Netflix, and how he built a value-investing channel to over 100 million views.

Mohnish Pabrai — AI, India, Dakshana, and a Charlie Munger Story
On fear and greed as opportunity, the risk to India if it lacks foundational AI models, the Dakshana sewing-machine story, and the legendary Munger "tell him about the blonde" story.

Guy Spier — Closing
Thanks to the Aquamarine Team Bringing Chantal, Mariana, and David onstage — because the team, not the host, makes the day happen.