I think I posted the video of Alice Schroeder's (author of Warren Buffett's biography Snowball) speech at the University of Virginia. I reiterate how good of a speech it is. This link contains a link to the video but also has a good synopsis of the most important part of the speech. Thanks goes to Nathan.
http://compoundingmachines.wordpress.com/2009/01/19/mid-continent-tab-card-co/
During her presentation, Schroeder provided a fascinating case study of a private investment Buffett made in 1959 in a company called Mid-Continent Tab Card Company.
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