Investment Personalities

Warren Buffett's View on Leverage (Debt) Warren Buffett has consistently maintained a cautious, even oppositional stance toward using leverage.

Cash Flow vs. Profit: Which Better Reflects a Company's True Health? Introduction In financial analysis, profit and cash flow are two key metrics for assessing a company's health.

Warren Buffett's Critical View on the Accounting Treatment of "Goodwill" Buffett has repeatedly criticized traditional accounting standards for handling goodwill in Berkshire Hathaway's shareholder le...

Warren Buffett's Views on Stock Repurchases Warren Buffett has repeatedly emphasized in his shareholder letters that the wisdom of stock repurchases depends on the relationship between a company’s sto...

Why Is Warren Buffett "Head Over Heels" for Japan's Big Five Trading Houses? Hey there, this is really fascinating. Warren Buffett—the investing legend who spent his whole career saying "Never bet aga...

What Would Happen to Berkshire Hathaway If Regulators Prohibited Insurance Companies from Investing in Stocks? Background Analysis Berkshire Hathaway's core business model relies on "float" generated ...

What is Float? Float refers to the premiums collected by insurance companies from customers, which are held temporarily before being paid out as claims or expenses.

The Essential Difference Between Warren Buffett's "Owner Earnings" and EBITDA Warren Buffett emphasizes "Owner Earnings" as a metric for evaluating a company's true profitability in value investing, w...

What Buffett Most Wants to Convey: A Life Philosophy After reading all of Buffett’s shareholder letters, I believe what he most wants to impart to the world is not merely an investment formula, but a ...

Selected Investment Warren Buffett's investment in IBM (purchased approximately $10.7 billion worth of IBM stock in 2011, then gradually sold between 2017-2018).

# To What Extent Was Buffett's Success Attributed to the "Golden Age" of Rapid U.S. Economic Growth? Buffett's investment career spans multiple economic cycles.

Analysis of the Relationship Between Buffett's Success and "Sweetheart Deals" Validity of the Criticism Yes, this criticism holds some validity.

Has Berkshire's Massive Size Become Its Greatest Obstacle to Achieving Excess Returns? Yes, Berkshire Hathaway's enormous size has indeed become one of its greatest obstacles to achieving excess retur...

How Would Warren Buffett's Investment Portfolio Differ If He Lived in China? As a leading figure in value investing, Warren Buffett's philosophy emphasizes long-term holdings in quality businesses, fo...

Is Buffett's "Mr. Market" Analogy Still Relevant in the Age of Algorithmic and AI-Driven Trading? 1. The Core Meaning of the "Mr. Market" Analogy In his shareholder letters, Buffett likened the stock ...

The Biggest Blind Spot in Buffett's Investment Philosophy Buffett's investment philosophy centers on value investing, emphasizing investments within his "circle of competence"—companies with simple, p...

This is a brilliant "thought experiment" because it forces a head-on collision between two radically different, yet immensely powerful philosophies of value.

How to Apply Buffett's Investment Principles to Today's SaaS Companies? What Are Their "Moats"? Overview of Buffett's Investment Principles As a representative of value investing, Warren Buffett's pri...

The Acquisition Case That Best Represents Warren Buffett's Investment Philosophy The case I have chosen is Berkshire Hathaway's acquisition of See's Candies in 1972.

The Role of the Berkshire Hathaway Annual Meeting in Preserving Corporate Culture The Berkshire Hathaway Annual Shareholders Meeting is hailed as the "Woodstock for Capitalists" because it transcends ...