by Matt Brice | Nov 29, 2016 | Buffett Letter Series
I want to make two points in this post. The first is on Buffett’s management style and the second on his patience. First, Buffett’s management skills are amazingly unique. I don’t think this is well appreciated, although he has demonstrated his approach for over 30...
by Matt Brice | Oct 26, 2016 | Buffett Letter Series, Investment Theory
“Life can only be understood backwards, but it must be lived forwards.” Soren Kierkegaard I like using this quote, mainly because I hope it justifies my undergraduate degree in philosophy. Luckily, with Buffett’s partnership and Berkshire letters, we can read his...
by John Huber | Oct 4, 2016 | Buffett Letter Series
As I mentioned in the 1977 letter summary, Matt and I are methodically summarizing each of the Buffett letters. We’ve read these multiple times, but they continue to be extremely valuable learning tools, and are always worth studying again. Let’s move on to the 1978...
by John Huber | Sep 16, 2016 | Buffett Letter Series
Reading the Berkshire Hathaway shareholder letters is one of the greatest learning experiences that I have had in my investing career. The letters collectively are akin to a master class on business, investing, behavioral finance, and corporate governance—taught by...
by Matt Brice | Sep 12, 2016 | Buffett Letter Series
As an investor, I can think of no other “book” that is more deserving of religious study than Buffett’s letters. Of the options out there, I think an annual review and study of Buffett’s early partnership and Berkshire letters remains one of the highest value...