1991: From "Economic Franchises" to "Double-Dip" Windfalls | The Interim Chairman at Salomon
This episode is about the 1991 Berkshire Hathaway Annual Report, featuring Warren Buffett’s comprehensive Chairman’s Letter and detailed financial statements. The text outlines Berkshire's identity as...
25 Apr 57min
Berkshire 1990: Wall Street Tricks and Junk Bonds, the Knife on the Wheel, and Buffett’s Earnings Iceberg Revisited
The 1990 Berkshire Hathaway annual report details the company's diverse operations and financial performance under the leadership of Warren Buffett and Charlie Munger. The text highlights a unique cor...
19 Apr 1h 17min
The Bird in the Bush and 25 Years of Mistakes: Buffett’s 1989 Masterclass on Intrinsic Value and Retained Earnings
The 1989 Berkshire Hathaway Annual Report outlines the company's diverse business operations, ranging from its primary insurance and reinsurance sectors to various manufacturing and retail subsidiarie...
11 Apr 48min
1988 Coca-Cola Debuts | Buffett Smashes the Illusion: Berkshire Reveals GAAP Accounting Tricks
The 1988 letter to Berkshire Hathaway shareholders outlines the company’s financial performance, highlighting a significant increase in net worth despite a more challenging investment climate. Warren ...
4 Apr 56min
Buffett’s Sainted Seven in 1987: Indestructible Cash-Generating Moats | Why Mr Market Loves Black Monday
In his 1987 letter to shareholders, Warren Buffett details the exceptional performance of Berkshire Hathaway, emphasizing that the company's business value consistently outpaces its book value. He att...
28 Mars 56min
"Be Fearful When Others Are Greedy" – Buffett’s 1986 Masterclass on Spotting Cash Flow Traps
This 1986 letter to Berkshire Hathaway shareholders reports a significant 26.1% gain in net worth, driven largely by the exceptional performance of subsidiary managers. Warren Buffett emphasizes that ...
21 Mars 1h 5min
Buffett’s 1985 Masterstroke: Cap Cities’ "Goliath" Takeover of ABC & A Final Farewell to Textiles
This episode is about 1985 Berkshire Hathaway Annual Report, featuring a detailed letter from Chairman Warren Buffett that outlines the company’s financial performance and core partnership-oriented bu...
14 Mars 1h 1min
Buffett's 1984 Masterclass: Intrinsic Value, Capital Allocation, and the Art of The One Dollar Rule
This episode comprises the 1984 Berkshire Hathaway Annual Report, featuring a detailed letter from Chairman Warren Buffett alongside consolidated financial statements. Buffett analyzes the company’s e...
7 Mars 1h 7min
