# buffett (audio feeds) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover buffett. Page: Feed: --- ## [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. ## [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. ## [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) ## [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. ## [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 ## [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 ## [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. ## [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. ## [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. ## [AI News Summaries & Audio (Sponsored)](https://crawlproof.com/a/hdOuUt9edhLy) _2026-07-22 · **Sponsored**_ Tap an article for an AI summary and an audio briefing. ## [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) ## [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. ## [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. ## [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. ## [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. ## [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. ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/rMXgCZMxoXYm) _2026-07-01 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [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) ## [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. ## [How the 3 Financial Statements Connect, Explained With Meta](https://brianferoldi.substack.com/p/how-the-3-financial-statements-connect) _2026-06-20 · Brian Feroldi · Long-Term Mindset_ Net income shows up in three places. Once you spot it, the statements stop being homework ## [For the First Time in Forever : Disney ($DIS)](https://becomingberkshire.substack.com/p/for-the-first-time-in-forever-disneydis) _2026-06-18 · Becoming Berkshire · Becoming Berkshire_ What Disney’s 2025 10-K reveals about streaming profitability, record operating cash flow, and a company that may finally be turning the corner ## [Why Has the Stock Market Gone Up for 60 Straight Years? A $1,000 Lemonade Stand Explains It.](https://brianferoldi.substack.com/p/why-has-the-stock-market-gone-up) _2026-06-17 · Brian Feroldi · Long-Term Mindset_ The simplest valuation lesson I know. Once you see it, you can't unsee it. ## [Mastercard Turned $97 Into $570 in 10 Years. Here's Where the Money Came From](https://brianferoldi.substack.com/p/mastercard-turned-97-into-570-in) _2026-06-13 · Brian Feroldi · Long-Term Mindset_ There are only 2 ways investors get paid. This one company shows both working at once. ## [6 Business Yellow Flags](https://brianferoldi.substack.com/p/6-business-yellow-flags) _2026-06-10 · Brian Feroldi · Long-Term Mindset_ In our previous lessons, we’ve looked at the yellow flags commonly found on companies’ balance sheets, income statements, and cash flow statements. ## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/SBUGOaYemqsA) _2026-06-10 · **Sponsored**_ Pass 2FA and verifications with real carrier numbers via our API. ## [Berkshire Hathaway 1977: A New Hope](https://becomingberkshire.substack.com/p/berkshire-hathaway-1977-a-new-hope) _2026-06-10 · Becoming Berkshire · Becoming Berkshire_ Issue 48| Buffett’s 1977 letter shows how operating earnings, disciplined underwriting, and marketable securities began to power Berkshire’s transformation. ## [The 14 Profit Ratios Every Investor Should Know (Explained With Apple)](https://brianferoldi.substack.com/p/the-14-profit-ratios-every-investor) _2026-06-06 · Brian Feroldi · Long-Term Mindset_ Apple sold $416 billion worth of products and services in its fiscal 2025. ## [8 Cash Flow Statement Yellow Flags](https://brianferoldi.substack.com/p/8-cash-flow-statement-yellow-flags) _2026-06-03 · Brian Feroldi · Long-Term Mindset_ As we learned in a previous lesson, the cash flow statement is like your personal checking account. ## [Inside Exxon’s Empire: ($XOM)](https://becomingberkshire.substack.com/p/inside-exxons-empire-xom) _2026-05-25 · Becoming Berkshire · Becoming Berkshire_ Reviewing ExxonMobil’s 2025 10-K to understand how one of the world’s largest energy companies actually makes money. ## [The Buffalo Evening News](https://becomingberkshire.substack.com/p/the-buffalo-evening-news) _2026-05-20 · Becoming Berkshire · Becoming Berkshire_ Issue 47| 1977 -Why Buffett and Munger paid up for the Buffalo Evening News and why the Sunday edition became one of his hardest early business fights. ## [From Qwikster to Cash Flow Machine: Netflix ($NFLX)](https://becomingberkshire.substack.com/p/from-qwikster-to-cash-flow-machine) _2026-04-28 · Becoming Berkshire · Becoming Berkshire_ A 2025 10-K Review of Netflix’s transformation into a global profit machine ## [Charlie Munger’s 1977 Blueprint for Berkshire](https://becomingberkshire.substack.com/p/before-berkshire-was-berkshire-the) _2026-04-06 · Becoming Berkshire · Becoming Berkshire_ Charlie Munger’s 1977 Blue Chip Stamps letter reads like an early blueprint for Berkshire. See’s, Wesco, float, and the strange little holding company that helped shape Buffett’s empire. ## [Start Here: Your Guide to Becoming Berkshire](https://becomingberkshire.substack.com/p/start-here-your-guide-to-becoming) _2026-03-31 · Becoming Berkshire · Becoming Berkshire_ Where to start, what I write about, and the best posts to read first ## [The YouTube of Video Games? Roblox ($RBLX)](https://becomingberkshire.substack.com/p/roblox-the-youtube-of-video-games) _2026-03-22 · Becoming Berkshire · Becoming Berkshire_ A 10-K deep dive into Robux, deferred revenue, developer network effects, and whether Roblox’s moat is real ## [1976: When the Berkshire Machine Began to Work](https://becomingberkshire.substack.com/p/1976-when-the-berkshire-machine-began) _2026-03-09 · Becoming Berkshire · Becoming Berkshire_ Issue 45| 1976 -Inside the 1976 Berkshire Hathaway Annual Report: GEICO, insurance float, and the early formation of Buffett’s compounding engine.