Podcast

Walking Through Buffett's Letters: Value Investing Learning Portfolio

Tune in every Saturday, starting August 30, 2025, to celebrate Warren Buffett’s birthday with a fresh exploration of his shareholder letters from 1957 onward. We delve into a specific letter or theme…

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Latest episodes

  1. 2006 Buffett Captures TTI Elephant | Bonus: 90-Year-Old Walter Schloss10 Aug 2026
  2. How a $5 Billion Premium Arose in the 2005 P&G-Gillette Acquisition, and Buffett’s Explanation of Wall Street’s Newton's Fourth Law of Motion3 Aug 2026
  3. 2004: Buffett Under Fire Over Coca-Cola Board Seat｜ Oracle of Omaha Turns Major Dollar Bear, Shocking Wall Street27 Jul 2026
  4. 2003 Buffett Shareholder Letter: The Real Estate Loan Mess | Learn from Your Losses – The Hot Potato Financing Illusion19 Jul 2026
  5. 2002: Buffett Warns of Financial Weapons of Mass Destruction | Derivatives – Berkshire Hathaway’s Whistleblower Letter, Six Years Before the 2008 Financial Crisis12 Jul 2026
  6. The 2001 Insurance Black Swan: 9/11 | The FINOVA Acquisition, and the Full Breakdown of Non-Insurance Expansion5 Jul 2026
  7. The 2000 Dot-Com Crash — Buffett's Cash Hunt and Aesop's Fable Revisited: A Bird in the Hand vs. Two in the Bush28 Jun 2026
  8. Buffett’s 1999 “Surgical Precision” Deal: Navigating the Legal Maze to Acquire MidAmerican Energy21 Jun 2026
  9. 1998 M&A & Restructuring | The Ultimate Wall Street Deception-Proof Guide: Buffett’s EJA Acquisition and Unmasking the Stock Option Illusion13 Jun 2026
  10. The Essence of Buffett’s 1997 Reverse Thinking | Masterclass: How Buffett & Munger Deciphered Silver Supply-Demand Imbalances, Earning $90M+7 Jun 2026