Today, Warren Buffett released the Berkshire Hathway’s annual letter to the shareholders.

The buzz today is that he recommends some books to read:

• Bull! by Maggie Mahar
• The Smartest Guys in The Room by Bethany McLean and Peter Elkind
• In an Uncertain World by Robert Rubin

He gives a nod to Jason Zwieg’s revising of The Intelligent Investor, originally written by Benjamin Graham.

There is one other book reference in the letter and you have probably heard this story. Every year, Buffet does a session with finance students from the University of Tennessee. Last year, the students gave him a copy of Jim Clayton’s autobiography, First A Dream. Clayton is the founder of Clayton Homes, a powerhouse in the manufactured homes business. One thing lead to another and Buffet ended up buying Clayton homes last year. As a thank-you for the tip, each student got one share of Class B stock . Today’s value is $3,136.

Two of these titles are already on Amazon’s Top 25

P.S. Fast Company also had a take on the Clayton Homes acquisition in their Jan. 2004 issue.