Mindware

The Essays of Warren Buffet

Dec 9, 2020

06:19:56

Creator website

Highlights

AI Chapters

Episode notes

The Power of the Simple Math

02:54

The Charges to Earnings of the New Scott Pfitzer

02:52

The Advantages of a New Steel Plant

02:14

Introduction

4min

Buffett's Berkshire Investments

3min

Corporate America - The Biggest Problem in Governance

4min

Modern Finance Theory and Portfolio Theory

2min

Modern Finance Theories and Buffett's Performance

4min

The Misuse of the Terms Value Investing and Speculation

4min

Buffett's Comment on the Financial Crisis of 2008

2min

Share Repurchases - A Common Action Corporate America Buffett Points Out

4min

How to Find Value Enhancing Acquisitions

3min

10.

Buffett's Look Through Earnings

3min

11.

Accounting to the Canary by Warren Buffett

3min

12.

Corporate Governance and Attracting Shareholders

3min

13.

A Depressed Stock Market Will Benefit Berkshire

2min

14.

Seven Ways to Improve Our Returns

3min

15.

9 Reasons Why You Shouldn't Buy Berkshire

4min

16.

Reporting at the Annual Meeting

1min

17.

CEOs Predicting Growth Rates for Their Companies

2min

18.

CEOs and CEOs of Investing Companies

3min

19.

The Board's Responsibility to Change Management

3min

20.

Is There a CEO in the Boardroom?

4min

21.

Coke's Co-Purchase Is Not Controlled by Other Institutions

2min

22.

The Board Voted a Significant Increase in Directors Fees

3min

23.

The Importance of Business Change

3min

24.

The Textile Industry Is a Commodity Business

3min

25.

The Business of the Newspaper Industry

4min

26.

Mid-American Is a Major Supplier of Electricity and Natural Gas in the US

4min

27.

Corporate Charitable Contributions by Owners

3min

28.

A Brief History of the Shareholder Dedicated Contribution Program

2min

29.

The Power of the Simple Math

3min

30.

Stock Options Should Be Structured Properly

2min

31.

Getting Fired Can Produce Incentive Compensation

3min

32.

The Unusual Compensation System of H.H. Brown

3min

33.

CEOs and Directors Shouldn't Go Against Risk Control

3min

34.

Audit Committees Can't Audit

2min

35.

Berkshire's Culture Accounts

4min

36.

Investing in Stocks Is a Bad Idea

3min

37.

Mr Market Quotes - The Best Way to Value Your Portfolio

4min

38.

Investors Lose as Market Falls but Investors Gain

3min

39.

Arbitrage in the Real Estate Business

4min

40.

A Review of the RJR Acquisitions

4min

41.

Investing $40 in Coca-Cola Stock

3min

42.

The Real Risk of Investment

4min

43.

Investing in the Stock Market

2min

44.

Buying Controlled Business or Marketable Holdings?

3min

45.

The Importance of Value Investing

3min

46.

X for Half X in Common Stocks

4min

47.

Coke's Past, Present, Future, and Future

3min

48.

How to Invest Successfully in Common Stocks

4min

49.

Cigar Butts in the Institutional Imperative

3min

50.

The Big Hurry - The Biggest Loss

3min

51.

Investing in Insurance During Financial Chaos

3min

52.

The Second Major Category of Investments

2min

53.

Investing in Productive Assets

3min

54.

How to Buy a 10% Interest in Wells Fargo

3min

55.

The Secret of Sound Investment

2min

56.

Investing in Junk Bonds

2min

57.

Zero Coupon Bonds - A Brief History of the Bond Market

2min

58.

A Look at the Stripping of Government Bonds

3min

59.

The Bezel of Investment Banking

4min

60.

Preferential Stock Investments - The Mistakes of a Decision

3min

61.

The US Air Write-Down

3min

62.

US Air's Convertible Preferential Stocks Are Probably Worth $358 Million

4min

63.

The Dow Industrial Has Doubled Since I Committed to Buy the Preferred

2min

64.

Derivatives - A Brief Introduction

3min

65.

Derivatives and Corporate Meltdowns

3min

66.

Derivatives Are Financial Weapons of Mass Destruction

3min

67.

Derivatives Are Dangerous

3min

68.

Do You Know Who You Are Sleeping With?

3min

69.

The US Dollar Is Getting Worse Every Day

3min

70.

The Great Kingdom of the United States Is Doing

4min

71.

Clayton Homes and the Housing Market

3min

72.

Stocks Can't Outperform Business Indefinitely

3min

73.

The God Rocks and the Hyper Helpers

3min

74.

NYSE Listing Will Reduce Transaction Costs for Berkshire Shares

2min

75.

How to Attract Long-Term Investors

4min

76.

Dividend Decisions at the Parent Company Level

3min

77.

Why Should a Company Repurchase Its Shares?

4min

78.

Repurchases Are a Bad Idea for Continuing Shareholders

4min

79.

How to Attract Investors Who Think and Act Like Owners

4min

80.

The Class a Shares of Berkshire Common Stock

3min

81.

The B-Stock Is a Low-Denomination Product Far Superior to Berkshire, Only Trusts

2min

82.

Why Berkshire Should Pay a Dividend?

3min

83.

Dividends - The Sell-Off Approach

4min

84.

A Manager's Guide to Mergers and Acquisitions

2min

85.

Why Should We Buy 10% of T at 2X Per Share?

3min

86.

Shares Issued by Berkshire and Blue Chip

4min

87.

How to Make a Good Deal in a Merger

2min

88.

The Double Whammy Effect of Value-Deluding Stock Use Issues

3min

89.

The CEO's Bias in Acquisitions

2min

90.

Corporate Leveraged Buyouts - How to Make a Profit From Leverage Buyout LBOs

4min

91.

Berkshire - Dealmaking Beats Working

4min

92.

How to Buy a Business

3min

93.

The Buying Decisions of the Investors

2min

94.

Choosing a Home for a Business

3min

95.

ASOP and the Inefficient Bush Theory

4min

96.

How to Calculate Integer Value

4min

97.

Berkshire's Market Value Has Never Been Sluggish

3min

98.

The Compound Growth Rate of Berkshire Hathaway Inc

4min

99.

Using Retained Earnings to Repurchase Stocks

3min

100.

Putting Rent on a Scoreboard

3min

101.

The Importance of Goodwill in Business Analysis

4min

102.

Accounting Goodwill During Inflation

3min

103.

The Goodwill Attributable to GEICO

3min

104.

The FASB Is Correct, and Most Mergers a Purchase Has Been Made

5min

105.

The Charges to Earnings of the New Scott Pfitzer

3min

106.

The Absurdity of Cash Flow Numbers

3min

107.

The Value of Short-Term Put Options - The Black's Full-of-Date Formula

3min

108.

Using GAP to Defraud

3min

109.

The Advantages of a New Steel Plant

2min

110.

A Review of the Corporation's Financial Condition

3min

111.

A Brief History of the FASB

3min

112.

The Accounting Profession and the SEC Should Be Shamed

3min

113.

Stock Options - What Are They?

4min

114.

Achieving a Deal With Mergers and Restructuring

3min

115.

The Helper-Aided Group Must Be Below Average

4min

116.

Is the Deferred Tax Liability Meaningless Accounting Fiction?

5min

117.

The Benefits of Delayed Taxes

3min

118.

The Treasury Will Pay $3.3 Billion Per Tax on Your 2003 Income

3min

119.

How to Maximize Long-Term Capital Growth

3min

120.

Private Equity - The Third Choice for Sellers

3min

121.

The Future of Berkshire Shares

4min

122.

The Good News Is That Berkshire Will Outperform the Average American Company

3min

123.

Berkshire's CEO Will Be Successful

2min

124.

How to Buy a New Subsidiary at Berkshire

3min

125.

Berkshire's Success in the Insurance Industry

3min

126.

A Flat Wallet Is the Enemy of Superior Investment Results

2min

127.

The Future of Philanthropy

1min

Lessons for Corporate America

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.