Over at the Financial Times David Stevenson has conducted a couple of set of interviews with a bunch of the more value oriented investment professionals around. They're well worth listening to, especially if you have doubts about a buy and hold strategy. If there's a single theme it's about buying cheap, but there's far more here than that. Thought provoking.
Podcast 1: James Montier, Albert Edwards and Tim Bond
Podcast 2: Paul Marsh, Elroy Dimson and Rob Arnott
David's regular Adventerous Investor FT column is well worth reading as well.