# buffett — RSS Amplifier Recent posts from the 7 feeds in the RSS Amplifier directory that cover buffett. Page: Feed: --- ## [Why proof always comes second](https://insights.harshbatra.com/p/why-proof-always-comes-second) _2026-08-16 · Harsh Batra_ Airbnb sold cereal to survive, and I called myself the best before a single record year backed it up. Proof isn't the start. It's the result. ## [The Barnacles on the Hull](http://mastersinvest.com/newblog/2026/8/10/barnacles-on-the-hull) _2026-08-13 · john garrett · Blog - Investment Masters Class_ Richard Farmer had a favourite way of explaining costs at Cintas . He told his people to imagine a new ship entering the water. “ When a new ship is put into the water, it has a clean hull, ” Farmer explained. “ It moves fast and is highly manoeuvrable. Nothing is holding it back .” Leave it in port for a year, though, and things change. “ Barnacles accumulate on the hull. They slow the ship down,… ## [One Man's Story: Capping IRA Balances](https://dirtcheapstocks.substack.com/p/one-mans-story-capping-ira-balances) _2026-08-12 · Dirtcheapstocks · Dirtcheapstocks Substack_ I grew up making $6/hour working on a farm. I went to crappy public schools in a rural part of Appalachia. Then I went to a university with a 99% acceptance rate. I was proud to be in college at all. I didn’t know how far behind the curve I was. After I graduated, my starting salary as an accountant was $48,000. I rented an apartment on the wrong side of town for $485/month, and never felt richer… ## [Growth vs. Value Investing: Why the Best Investors Refuse to Pick a Side](https://brianferoldi.substack.com/p/growth-vs-value-investing-why-the) _2026-08-12 · Brian Feroldi · Long-Term Mindset_ Warren Buffett settled this debate in one sentence back in 1992. Most investors still miss it. ## [What would an 8-year-old version of you think of you now?](https://insights.harshbatra.com/p/would-you-rather-be-the-worlds-best) _2026-08-09 · Harsh Batra_ Warren Buffett's Inner Scorecard test, and why the only opinion of you that actually matters belongs to your eight-year-old self. ## [Meta's Cash Flow Doubled. Its Free Cash Flow Went Up 5%.](https://brianferoldi.substack.com/p/metas-cash-flow-doubled-its-free) _2026-08-08 · Brian Feroldi · Long-Term Mindset_ Three sections, and the one number that explains the gap. ## [The Dolphin and the Anchor](http://mastersinvest.com/newblog/2026/7/27/the-dolphin-and-the-anchor) _2026-08-07 · john garrett · Blog - Investment Masters Class_ In 80 CE, the Roman emperor Titus minted a coin with a strange little emblem on the reverse: a dolphin coiled around an anchor. It was already an old visual pun for balancing speed and restraint — one Augustus, a century earlier, had prized so highly he'd made festina lente , " hasten slowly ," his personal motto, warning his generals that nothing wrecked a campaign faster than an impatient… ## [Episode 6: Episode 6: The 1965 Buffett Partnership Letter ; The 12½-Cent Takeover](https://becomingberkshire.substack.com/p/episode-6-episode-6-the-1965-buffett-ca6) _2026-08-06 · Becoming Berkshire · Becoming Berkshire_ In Episode 6, I revisit Warren Buffett’s 1965 partnership letter and the year he took control of Berkshire Hathaway. [Listen](https://api.substack.com/feed/podcast/210092491/9054f51d316426c58decda267936957b.mp3) ## [Negative EV, Strong Cash Flow, 95% Gross Margins](https://dirtcheapstocks.substack.com/p/negative-ev-strong-cash-flow-95-gross) _2026-08-05 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [Every stock price is a prediction. Here's how to decode it.](https://brianferoldi.substack.com/p/every-stock-price-is-a-prediction) _2026-08-05 · Brian Feroldi · Long-Term Mindset_ A reverse DCF reveals the growth rate Wall Street is betting on. Five steps, no fancy math. ## [Countdown to Getting Paid (Sponsored)](https://crawlproof.com/a/9Vg3fz8XqkEF) _2026-08-05 · **Sponsored**_ Create a shareable wallet timer — deposits buy back time and pay debt down ## [Hochschild, Kohn & Co.](https://becomingberkshire.substack.com/p/hochschild-kohn-and-co) _2026-08-05 · Becoming Berkshire · Becoming Berkshire_ Issue #51 | Buffett and Munger’s First Investment Together, and the Cost of Buying a Second-Class Business at a Third-Class Price ## [6 qualities from 4 studies on self-made millionaires](https://insights.harshbatra.com/p/i-checked-myself-against-4-studies) _2026-08-02 · Harsh Batra_ Four studies found 6 traits shared by self-made millionaires. I checked myself against every one. Do you have what it takes to build wealth from zero? ## [Meta Had Its Best Year Ever. The Bottom Line Went Down.](https://brianferoldi.substack.com/p/how-i-read-an-income-statement) _2026-08-01 · Brian Feroldi · Long-Term Mindset_ Walking down Meta's last 5 years, line by line. ## [Inside the 1978 Capital Cities Annual Report](https://becomingberkshire.substack.com/p/inside-the-1978-capital-cities-annual) _2026-07-31 · Becoming Berkshire · Becoming Berkshire_ Issue #50 | 1978: A Deep Dive into the Capital Cities 10-K ## [The 1970s: Warren Buffett's Defining Decade](https://dirtcheapstocks.substack.com/p/the-1970s-warren-buffetts-defining) _2026-07-29 · Dirtcheapstocks · Dirtcheapstocks Substack_ It all seemed so easy when he started. Warren Buffett graduated from Columbia in 1951. He had $19,700 to his name. Over the next five years, he would compound his net worth at a rate of 55% annually . He bought things like Western Insurance at 1x earnings . He bought Greif Brothers Cooperage at 2.5x earnings . When he launched his investment partnership in 1956, he had today’s equivalent of $1.3… ## [Most investors use a DCF on the wrong companies](https://brianferoldi.substack.com/p/most-investors-use-a-dcf-on-the-wrong) _2026-07-29 · Brian Feroldi · Long-Term Mindset_ There's only one stage of a company's life where a DCF actually works. Here's how to spot it, plus a full walkthrough on Alphabet. ## [Waiter or Owner](http://mastersinvest.com/newblog/2026/7/18/waiter-or-owner) _2026-07-29 · john garrett · Blog - Investment Masters Class_ Picture two people standing in the same restaurant, watching the same rival open across the street. In the first version, you own the place. A competitor selling the same food has just set up shop across the road, and it feels personal — a threat to your money, your reputation, your family's future. You notice whether its tables are full. You study its menu. You watch its prices. You wonder what… ## [Anchor to the future](https://interestuponinterest.com/2026/07/26/anchor-to-the-future/) _2026-07-26 · Vikas Kasturi · Interest upon Interest_ Making a case for why we need to anchor to the future and not to the past. ## [How a Grain Trader Became Russia's Most Wanted Man](https://insights.harshbatra.com/p/how-a-grain-trader-became-russias) _2026-07-26 · Harsh Batra_ The mental model that turned a grain trader into a war commander. ## [How to Read Any Balance Sheet in 2 Minutes (Using Microsoft)](https://brianferoldi.substack.com/p/how-to-read-any-balance-sheet-in) _2026-07-25 · Brian Feroldi · Long-Term Mindset_ Four ratios. No finance degree required. Here's exactly where to look. ## [Point a Domain, Start a Pit (Sponsored)](https://crawlproof.com/a/i9CAOWgzrQPB) _2026-07-25 · **Sponsored**_ Point any domain to a blacked-out, poison-green coming-soon page with an email waitlist. ## [Updates on a Few Ideas](https://dirtcheapstocks.substack.com/p/updates-on-a-few-ideas) _2026-07-23 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [The Floor to the Boardroom](http://mastersinvest.com/newblog/2026/7/17/promote-from-within) _2026-07-23 · john garrett · Blog - Investment Masters Class_ Ron Vachris started at Costco forty years ago as a forklift driver. He unloaded pallets, worked the floor, learned the business one job at a time — merchandising, operations, real estate — for four decades, before eventually becoming the company's CEO. There was no shortcut through the middle. He walked the whole path. It's tempting to read that as a nice story about one particular warehouse, one… ## [A P/E of 30 Looks Expensive or Does It?](https://brianferoldi.substack.com/p/a-pe-of-30-looks-expensive-or-does) _2026-07-22 · Brian Feroldi · Long-Term Mindset_ One number means nothing on its own. Compare it to history, peers, and the S&P 500, and the picture changes. ## [Zigging and zagging](https://interestuponinterest.com/2026/07/19/zigging-and-zagging/) _2026-07-19 · Vikas Kasturi · Interest upon Interest_ It has two main themes. The first theme is that lucky people follow a zig zag path in life. The second theme is that heavy ideologies must be avoided because they box you in and don't allow you to zig zag. And therefore, in a world of ideas, we must be nomads, not settlers. ## [From the Archives: Buffett’s Playbook Meets Berkshire’s Cigar Butt](https://becomingberkshire.substack.com/p/from-the-archives-buffetts-playbook) _2026-07-19 · Becoming Berkshire · Becoming Berkshire_ I first sent this 1963 issue to about 50 readers. Now it’s updated with Buffett’s partnership letter and Berkshire’s 1963 annual report. ## [Episode 5: The 1964 Buffett Partnership Letter](https://becomingberkshire.substack.com/p/episode-5-the-1964-buffett-partnership-d73) _2026-07-19 · Becoming Berkshire · Becoming Berkshire_ In Episode 5 of Becoming Berkshire, we look at Warren Buffett’s 1964 Partnership Letter and Berkshire Hathaway’s 1964 annual report. [Listen](https://api.substack.com/feed/podcast/207627297/0e809dedf92a763618ad1a0525b0d01c.mp3) ## [You have to be better than free](https://insights.harshbatra.com/p/you-have-to-be-better-than-free) _2026-07-19 · Harsh Batra_ When copies are free, what's still worth paying for? Kevin Kelly's eight answers, with Tim Ferriss's examples of people who built on them. ## [Meta's Cash Flow Is Booming. Its Free Cash Flow Is Shrinking.](https://brianferoldi.substack.com/p/metas-cash-flow-is-booming-its-free) _2026-07-18 · Brian Feroldi · Long-Term Mindset_ Same company, two very different numbers. The gap between them is what I'd watch. ## [The Secret of Weak Competition](http://mastersinvest.com/newblog/2026/7/15/competition-is-a-free-consultant) _2026-07-16 · john garrett · Blog - Investment Masters Class_ Warren Buffett once said, half-joking, that the secret of life is weak competition. It's a strange thing for the world's most famous investor to admit — we're taught that competition is healthy, that rivalry sharpens products and disciplines prices. Buffett has spent sixty years looking for businesses that face as little competition as possible. He's not alone. Charlie Munger put it more bluntly —… ## [How to Buy Real Estate at a 60% Discount](https://dirtcheapstocks.substack.com/p/how-to-buy-real-estate-at-a-60-discount) _2026-07-15 · Dirtcheapstocks · Dirtcheapstocks Substack_ A Quick Story ## [PixelRift — Platforming with Level Editor (Sponsored)](https://crawlproof.com/a/QgKaAI5JiKD0) _2026-07-15 · **Sponsored**_ Includes a built-in level editor, campaign with elemental heroes, and boss encounters. ## [Capital Cities](https://becomingberkshire.substack.com/p/tom-murphy-and-capital-cities-the) _2026-07-15 · Becoming Berkshire · Becoming Berkshire_ Issue #49: 1977 - How Tom Murphy and Dan Burke Built One of the Greatest Media Compounders of the 20th Century ## [How to Value a Company That Barely Has Revenue Yet](https://brianferoldi.substack.com/p/how-to-value-a-company-that-barely) _2026-07-15 · Brian Feroldi · Long-Term Mindset_ Today, we’ll continue our lessons on valuation. ## [The Chalk on the Floor](http://mastersinvest.com/newblog/2026/6/29/thinking-about-competition) _2026-07-13 · john garrett · Blog - Investment Masters Class_ There’s a story from the early days of Charles Schwab — the steel man, not the brokerage founder — that tells you almost everything you need to know about internal competition. Schwab, running a mill for Andrew Carnegie , walked into one of his worst-performing plants and asked the day shift foreman a simple question: how many “ heats ” — furnace runs — had they completed that day. Six, came the… ## [The solution to anxiety and hopelessness is a quest](https://insights.harshbatra.com/p/the-solution-to-anxiety-and-hopelessness) _2026-07-12 · Harsh Batra_ Anxiety comes from too many options with no priorities; hopelessness from too few. A quest resolves both. Hormozi and Ed Sheeran on finding yours. ## [From the Archives: The $7.50 Mistake That Built Berkshire Hathaway](https://becomingberkshire.substack.com/p/from-the-archives-the-750-mistake) _2026-07-12 · Becoming Berkshire · Becoming Berkshire_ Originally published October 10, 2023 | Issue 3: 1962 ## [The Only 5 Sections of an Annual Report Worth Reading](https://brianferoldi.substack.com/p/the-only-5-sections-of-an-annual) _2026-07-11 · Brian Feroldi · Long-Term Mindset_ One of them explains Mastercard's 45% net margin. Another tells you if the company can survive a bad year. ## [35 Books In.](http://mastersinvest.com/newblog/2026/7/6/reading-2026) _2026-07-10 · john garrett · Blog - Investment Masters Class_ Top 14 \[Ranked Top to Bottom\] By the time I closed the last page of The Invisible Billionaire — Jerry Shields' biography of Daniel Ludwig — I had read thirty-five books this year. A meatpacker from Austin, Minnesota. A five-star general. A Japanese electronics founder. Two advertising brothers who broke every rule in London. A tennis coach. A Dutch-Austrian who bottled an energy drink nobody asked… ## [High Teens ROE, Industry Leader, Cash Rich](https://dirtcheapstocks.substack.com/p/high-teens-roe-industry-leader-cash) _2026-07-09 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [The 4 Valuation Methods Every Investor Should Know (and When Each One Lies to You)](https://brianferoldi.substack.com/p/the-4-valuation-methods-every-investor) _2026-07-08 · Brian Feroldi · Long-Term Mindset_ Here's the right tool for every stage. ## [Eight Days Searching for the Same Answer](http://mastersinvest.com/newblog/2026/7/4/us-masters-tour-2026) _2026-07-05 · john garrett · Blog - Investment Masters Class_ A couple of months ago I spent eight days crossing America — Indianapolis to Cincinnati , Boston , New York , and finally Omaha for the Berkshire Hathaway annual meeting — visiting businesses, investors, ballparks, bookstores and art galleries. On the surface, the itinerary made little sense. Fire safety equipment, diesel engines, uniform rental, furniture stores, hedge funds, modern art and… ## [The infinite game I keep playing](https://insights.harshbatra.com/p/the-infinite-game-i-keep-playing) _2026-07-05 · Harsh Batra_ inite games end when someone wins. Infinite games only end when you stop playing. A hard month reminded me which one I'm in. ## [Episode 4: Buffett’s 1963 American Express Bet](https://becomingberkshire.substack.com/p/episode-4-buffetts-1963-american-702) _2026-07-04 · Becoming Berkshire · Becoming Berkshire_ In Episode 4 of Becoming Berkshire, we are still in 1963. [Listen](https://api.substack.com/feed/podcast/205460841/2c2958a3501bab8a122b87860f17a511.mp3) ## [Buffett, Burry, and Lynch Disagree on Valuation. All Three Beat the Market Anyway.](https://brianferoldi.substack.com/p/buffett-burry-and-lynch-disagree) _2026-07-01 · Brian Feroldi · Long-Term Mindset_ Growth, value, GARP. Three opposite views on price, three great track records. ## [Failure as a Competitive Advantage](http://mastersinvest.com/newblog/2026/6/26/failure-as-a-competitive-advantage) _2026-06-30 · john garrett · Blog - Investment Masters Class_ Spend enough time studying exceptional organisations and you begin to notice recurring patterns. They recruit differently. They decentralise decision making. They think about capital allocation differently. They stay unusually close to customers. They build cultures that seem to compound over decades. Another pattern is less obvious, but it appears with remarkable consistency. The world’s best… ## [Episode 3: 1963, The Two Stories Meet](https://becomingberkshire.substack.com/p/episode-3-1963-the-two-stories-meet-850) _2026-06-29 · Becoming Berkshire · Becoming Berkshire_ In Episode 3 of Becoming Berkshire, we enter 1963, the year Buffett’s partnership letter and Berkshire Hathaway’s annual report start to feel like two parts of the same story. [Listen](https://api.substack.com/feed/podcast/205460842/423d18509956f8057bbabb96b0d4dd05.mp3) ## [Mental Models for Building a Business](https://insights.harshbatra.com/p/mental-models-for-building-a-business) _2026-06-28 · Harsh Batra_ These models come from the SXSW talk by Mohnish Pabrai. Applied together they have a compounding impact that make 1+1+1+1 = 1111 to give you an edge. ## [1962: Berkshire Hathaway’s Annual Report](https://becomingberkshire.substack.com/p/1962-berkshire-hathaways-annual-report-2d8) _2026-06-27 · Becoming Berkshire · Becoming Berkshire_ In 1962, Warren Buffett began buying shares of Berkshire Hathaway, a struggling New England textile mill selling far below book value. [Listen](https://api.substack.com/feed/podcast/205460843/db0bd3ad7bdf6a595ad7becc91984863.mp3) ## [1962: Buffett’s Partnership Letter](https://becomingberkshire.substack.com/p/1962-buffetts-partnership-letter-24e) _2026-06-27 · Becoming Berkshire · Becoming Berkshire_ In this episode, we look at Warren Buffett’s 1962 partnership letter and the early framework behind his investing style. [Listen](https://api.substack.com/feed/podcast/205460844/f1ce13bba4dd8b46a64110b33acdfe2b.mp3) ## [Warren Buffett Settled the Growth vs Value Debate in 1992](https://brianferoldi.substack.com/p/warren-buffett-settled-the-growth) _2026-06-27 · Brian Feroldi · Long-Term Mindset_ A cheap stock can be expensive. A pricey one can be cheap. Here's the proof. ## [The 6-Stage Map That Tells You How to Value Any Company](https://brianferoldi.substack.com/p/the-6-stage-map-that-tells-you-how) _2026-06-24 · Brian Feroldi · Long-Term Mindset_ The same method that values Coca-Cola will wreck your read on a money-losing startup. Here's how to match them.