Warren Buffett MBA Talk – Part 9
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Finally, an extremely interesting question (not to say the others weren’t): securitzation of debt – Buffet seems once again to be spot on here.
YEA.
@KeyboardJockey1980 asd
FYI
Buffet really disliked REIT’s mentioning Texas Pacific Trust. It’s risen 450% since this video. His favorite Coca-cola? down 10% after 13 years of holding!
@snotfactory ethical.
LOL! “micro cap”
@kkjhhkjhkj Yea sure, you can join in the discussion. I’ll PM you. And everything you just stated I agree with.
@zebbedi Can you send me a copy of the discussion? CAPM assumes markets are efficient. Markets are not efficient. The market is manic depressive. Therefore, it is borderline worthless (in my opinion). DCF is so easy to mess up. If you over or underestimate a return in the future by just the slightest amount, it throws everything off.
@jamestakeshi DCF is fundamentally flawed in the same way that WACC and CAPM have weaknesses. It’s no coincidence that every person that studied under Ben Graham or learned the principles through Buffett were able to consistently beat the market on a regular basis. Walter Schloss, Charlie Munger being direct examples. I could share what I know but I couldn’t do it in one day and it wouldn’t be appropriate over youtube. We can talk over e-mail if you would like.
@zebbedi Does that mean that Buffett’s model is better than DCF? I believe so… His portfolio consistently beats the S&P 500 index. I’d really would like to know his model. Can you share me what you have so far in your investigations?
@jamestakeshi I’ve read The Intelligent Investor 6 times, the only difference between them is that Security Analysis is a bit more complex. Both books talk about analysis and computation and neither mention anything about psychology other than that one needs to control their emotions. I would bet everything I own that Warren doesn’t use DCF.
@zebbedi Qualitatively speaking, YES! But not so much about the quantitative aspect. Intelligent Investor by Ben Graham mostly speak about theories and psychology of investing but less about analysis and computation. Security Analysis by Graham and Dodd would be my best bet in determining that. I really don’t think Warren Buffett is using Discounted Cash Flow. I’m assuming he developed his own model.
@jamestakeshi He gives so many clues. Read his biography, and any book written by Ben Graham and you’ll have a good idea how he does it. I think I’m pretty close.
@snotfactory You mean ethical? Yes you can, and he has.
Buffett donates millions to Planned Parenthood – an abortion clinic that slaughters millions of unborn babies
Pls boycott Buffett’s Berkshire Hathaway
To see the violence on unborn babies during abortion pls visit the websites that pop up when you type this into your search engine:
1) abortioninstruments
2) abortionNo
3) Abort73 – look under tab “Abort73 Videos” – scroll down & watch 13th video title – This is Abortion
Websites shows how fetus in 1st trimester are not “a? blob of tissue”
Mr. Warren, What Valuation model are you using??????
Ever wonder what an abortion looks like?
If you get a chance, please visit the websites that pop up when you? type the following into your search engine:
1) abortioninstruments
2) abortionNo
3) Abort73 – look under subheading “Abortion Videos”
Unfortunately, Warren Buffett donates significant funds to abortion mill – Planned Parenthood that performs? 25% of all U.S.A. abortions that brutally & violently kills unborn & helpless babies. See dismembered baby body parts in the above websites
warren buffet presents a strong message. Just like the karate kid part 2.
@Elbottoo he just doesn’t want for his kids to be lazy and spoiled by all of that money, he gave them just enough money they needed, stop judging the man you don’t know and watch a little bit documentaries about him and you will see that he is a great man.
@trinisexgod I was never addicted to the caffeine in Coke or any other soda. I was addicted to the fizz. I weaned myself off of sodas and only drink them occasionally now. But I still love fizz, and that’s one reason I like beer, too. (No, I’m not addicted to beer.)
The most fundamental question of all: What is the underlying law of nature.
As the way of all things, what effect do you suppose its question, knowledge, understanding and application by billions of persons would have on the state of global economics, science, the humanities, education, government and business?
@jhalas20: Coca Cola isn’t in real estate like McDonald’s is… It’s a totally different concept.
He is an extremely shrewd businessman who knows his things! Thats how he makes money. He is cold, he is direct and focussed on what he does. So he makes a lot of money.
In his personal life, he aint doing so well. Its funny how he never gave his kids any money but hands out billion dollar checks to other businesses without any “consultants and lawyers” checking out the financials.
I’ve used coke to clean off corroded connections to my car battery, works wonders!
The increase in company earnings referred to by Mr Buffet is due to the rip off financial market, a mirage fabricated by the banker bobos for which ordinary workers will be paying for decades.
So open another beer Mr Buffet and pay the consequences.
he mentioned medicare, but what about medicaid?
What do you mean it doesn’t make sense ? Please elaborate. And what do you mean it it doesn’t work ? It has worked for millions of people (who cannot afford insurance) in European, Latin American, even some AFRICAN countries, that provide universal healthcare.
Because #1, what you’re proposing doesn’t even makes sense and #2, it doesn’t nor could it work that way. Insurance was put in place so that those that couldn’t afford – could now afford. The Insurance industry didn’t come about out of thin air. There was a demand and they supplied that demand. Unfortunately, as is with all things that work within supply and demand, the Insurance Industry has now become the problem. How do you fix that? Certainly not by increasing Government spending.
America spends more money on health care per capita than any other country in the world. We are not able to afford the quality of life we expect from our health care. The insurance companies will ALWAYS profit, so why not cut out the middle man and actually spend all that money on REAL HEALTH CARE?!