# buffett (blogs) — RSS Amplifier Recent posts from the 5 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… ## [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. ## [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… ## [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. ## [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? ## [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… ## [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. ## [8.1% APY Plus Free Stock (Sponsored)](https://crawlproof.com/a/kxogZ4PSXbFT) _2026-07-26 · **Sponsored**_ Claim 8.1% APY and up to $1,030 in SK hynix and Nvidia stock. ## [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. ## [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… ## [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. ## [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. ## [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 ## [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. ## [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… ## [Home Internet From Space (Sponsored)](https://crawlproof.com/a/YkGzLd4eM5Ws) _2026-07-10 · **Sponsored**_ Residential satellite internet that brings connectivity to homes beyond conventional networks ## [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. ## [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. ## [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… ## [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. ## [The Elon Musk principles I copied](https://insights.harshbatra.com/p/elon-musks-principles-for-work-and) _2026-06-21 · Harsh Batra_ I came across a video of Elon Musk that summarises how he thinks. ## [Anchoring Bias](https://interestuponinterest.com/2026/06/20/anchoring-bias/) _2026-06-20 · Vikas Kasturi · Interest upon Interest_ This post is about Anchoring bias in humans. ## [The Answers Are Already In The Building](http://mastersinvest.com/newblog/2026/6/14/the-answers-are-already-in-the-building) _2026-06-15 · john garrett · Blog - Investment Masters Class_ There's a consulting industry worth hundreds of billions of dollars built on a surprisingly simple arbitrage: companies pay outsiders enormous fees to tell them what their own employees already know. It's one of the great ironies of organisational life. The person in the corner office, armed with an MBA, a strategic framework and a PowerPoint deck, spends months searching for answers that the… ## [The mistakes that cost the most](https://insights.harshbatra.com/p/the-mistakes-that-cost-the-most) _2026-06-14 · Harsh Batra_ Buffett says his most expensive mistakes weren't bad bets. They were good bets he didn't make. Munger had a name for it: sucking your thumb. ## [The mistakes that cost the most](https://insights.harshbatra.com/p/the-mistakes-that-cost-the-most) _2026-06-14 · Harsh Batra_ Buffett says his most expensive mistakes weren't bad bets. They were good bets he didn't make. Munger had a name for it: sucking your thumb. ## [Marketplace for AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/tPrA2Qucpnf8) _2026-06-14 · **Sponsored**_ Find professionals who use ChatGPT, Copilot, and Claude to deliver work faster. ## [4x EV/EBIT, Buying Back Stock, Consistently Profitable](https://dirtcheapstocks.substack.com/p/4x-evebit-buying-back-stock-consistently) _2026-06-11 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [The Family Feeling](http://mastersinvest.com/newblog/2026/6/2/the-family-feeling) _2026-06-02 · john garrett · Blog - Investment Masters Class_ There is a word that appears, unbidden, in the writing and speeches of the founders of some of the greatest businesses ever built. It shows up in the memoirs of Ray Kroc , in the annual reports of Old Dominion Freight , in the founding philosophy of IKEA . The word is not "strategy." It is not "execution" or "competitive advantage" or "return on invested capital." The word is family . A pattern… ## [Calling the Top](https://dirtcheapstocks.substack.com/p/calling-the-top) _2026-05-29 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [2 Dislocated Ideas](https://dirtcheapstocks.substack.com/p/2-dislocated-ideas) _2026-05-14 · Dirtcheapstocks · Dirtcheapstocks Substack_ 1) How to buy a basket of blue chip stocks at 64% of market value. 2) How to buy bitcoin for $11,000. ## [Warren Buffett Case Study - East Sullivan Mines 1962](https://dirtcheapstocks.substack.com/p/warren-buffett-case-study-east-sullivan) _2026-04-23 · Dirtcheapstocks · Dirtcheapstocks Substack_ My name is Dirt. I write about cheap stocks. ## [How foolish are you willing to look](https://interestuponinterest.com/2026/04/19/how-foolish-are-you-willing-to-look/) _2026-04-19 · Vikas Kasturi · Interest upon Interest_ Warren Buffett said that he and Charlie are willing to look foolish provided they have not acted foolishly. In this blog, I am saying this is a superpower because it allows you to not fall for social proof and making independent decisions. ## [Falling for narratives](https://interestuponinterest.com/2026/04/11/falling-for-narratives/) _2026-04-11 · Vikas Kasturi · Interest upon Interest_ The mind likes to weave simple narratives around complex events. It makes it easier to store, understand and retell them. In investing it is better to have fewer narratives and be willing to go anywhere where there are opportunities. ## [Bias for now](https://interestuponinterest.com/2026/04/04/bias-for-now/) _2026-04-04 · Vikas Kasturi · Interest upon Interest_ Humans spent a majority of the time as hunter - gatherers. Therefore we have a bias for immediacy. This is both good news and bad news. Good news when we can use dashboards and other real time feedback for improvement. Bad news because Compound Interest is an invention of civilization which we are not programmed for. ## [This too shall pass](https://interestuponinterest.com/2026/03/11/this-too-shall-pass/) _2026-03-11 · Vikas Kasturi · Interest upon Interest_ When there is so much noise and confusion around us, it is important to have a perspective that everything is impermanent. And no matter how dark the day is now, that too shall pass. ## [Learning from Sir Christopher Hohn](http://mastersinvest.com/newblog/2026/1/24/learning-from-sir-christopher-hohn) _2026-01-26 · john garrett · Blog - Investment Masters Class_ In his third year at a New York hedge fund, Christopher Hohn had a huge year — and they paid him a US$10 million bonus. Most people would call that “making it.” He didn’t. Hohn says he immediately gave it away — set up a foundation and put the money into it. “I didn’t want it… This isn’t really something I should have.” Then look at what he did next. When he launched his own firm, he didn’t reach… ## [When Rory met Sanyal](https://interestuponinterest.com/2026/01/16/3405/) _2026-01-16 · Vikas Kasturi · Interest upon Interest_ Once you understand why people do what they do, it is easier to sell ideas to them. This blog combines a real life problem with Rory Sutherland's wisdom in a Dhurandhar like setting. ## [Best of times, worst of mistakes](https://interestuponinterest.com/2025/12/20/best-of-times-worst-of-mistakes/) _2025-12-20 · Vikas Kasturi · Interest upon Interest_ This blog is about money. And how over centuries we seem to be making similar mistakes with it. ## [What I learned from reading in 2025](http://mastersinvest.com/newblog/2025/11/7/what-i-learned-from-reading-in-2025) _2025-12-16 · john garrett · Blog - Investment Masters Class_ Reading 2025 - Top 30 \[Top to bottom\] Each year I set out to read widely — across business, sport, art, psychology and history — knowing full well that it rarely follows a straight line. One book leads to another, then another rabbit hole opens. A footnote becomes a biography; a passing reference turns into a month-long detour. That wandering is the point. Pattern recognition is the by-product.… ## [Anitya: everything is transient](https://interestuponinterest.com/2025/12/13/anithya-everything-is-transient/) _2025-12-13 · Vikas Kasturi · Interest upon Interest_ Everything is transient. They come and they go. And things often don't go according to plan. But cultivating an attitude of taking things less seriously and viewing them as transitory can act as a shock absorber. ## [We’ll See – 2](https://interestuponinterest.com/2025/11/29/well-see-2/) _2025-11-29 · Vikas Kasturi · Interest upon Interest_ Change is hard yet underestimated and we must not declare victory too soon because things tend to revert to mean. This is a sequel to the previous blog on the importance of being skeptical. ## [A Century-Old Classic Buffett Would Love](http://mastersinvest.com/newblog/2025/11/16/a-book-buffett-would-enjoy) _2025-11-18 · john garrett · Blog - Investment Masters Class_ Every so often you stumble across a book so old, so unassuming, that it shouldn’t have any relevance to modern investing… and yet it reads as if it were written yesterday. That was my experience with R.W. McNeel’s 1927 gem, Beating the Market . Nearly a century old, it feels startlingly contemporary. You might reasonably ask: How could a hundred-year-old investing book offer anything useful today?… ## [We’ll see](https://interestuponinterest.com/2025/11/08/well-see/) _2025-11-08 · Vikas Kasturi · Interest upon Interest_ Time is the ultimate stressor. Most of the current narratives, ideas, books, products or technologies are unlikely to stand the test of time. On the other hand, things, ideas and products that have survived for hundreds of years are likely to do so in future too. ## [Unpopular investing](https://interestuponinterest.com/2025/10/25/unpopular-investing/) _2025-10-25 · Vikas Kasturi · Interest upon Interest_ Investment should be about making good long term returns. It's not about winning a popularity contest. ## [Voting machine vs weighing machine](https://interestuponinterest.com/2025/10/17/voting-machine-vs-weighing-machine/) _2025-10-17 · Vikas Kasturi · Interest upon Interest_ This blog revisits some of Ben graham's teachings related to markets and valuations. ## [Ajit Agarkar channels his inner economist](https://interestuponinterest.com/2025/10/11/ajit-agarkar-channels-his-inner-economist/) _2025-10-11 · Vikas Kasturi · Interest upon Interest_ In this blog, I present the recent team selection through 3 different ideas.