Buffet Interviews - What's Your Strategy?

buffet has been really, really good at explaining what he did and how he did it. So i think my favorite buffet interviews will be the ones where he goes into the unit economics of different companies. Some of soro's techniques seem pretty impressionistic, you know, but it's also similar to kinta models. You have these mental models in soro's more like mental interest rates and commodities prices. Then once in a while you find something interesting that they do really well. They are actually running into problems that you could learn from them about what those problems are.