

#166 Book Breakdown (2 of 2): “The Essays of Warren Buffett: Lessons for Corporate America” by Lawrence Cunningham | Outliers with Daniel Scrivner
Oct 5, 2023
Lawrence Cunningham, author of 'The Essays of Warren Buffett: Lessons for Corporate America', discusses topics such as Warren Buffett's investment strategy, the negative impact of financial "helpers", valuing commercial real estate, and the categories of ownership interest in accounting. They emphasize the importance of studying Buffett's ideas and highlight the enduring investment insight of ASOP. This book provides a comprehensive understanding of Buffett's approach to entrepreneurship and investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
Mr. Market and Investing in Farms, Real Estate, and Stocks
01:54 • 20min
Achieving Satisfactory Investment Returns
22:07 • 16min
The Negative Impact of 'Helpers'
38:20 • 7min
Sir Isaac Newton's Investing Experience, Returns and Motion, Dow Performance, Warren Buffett's Bet, and Valuation
45:09 • 3min
ASOP and the Insufficient Bush Theory: The Formula for Valuing Assets
48:30 • 2min
Valuing Commercial Real Estate and the Relationship Between Growth and Value Styles of Investment
50:02 • 2min
Investing, Rationality, and Speculation
52:13 • 10min
Categories of Ownership Interest in Accounting
01:01:58 • 11min
Unlocking the Value of Unredeployable Holdings
01:13:20 • 17min