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Portfolio

5 posts


Decoding Warren Buffett's 5-decades of Wisdom - Part 5

Portfolio

Decoding Warren Buffett's 5-decades of Wisdom - Part 5

Fact-checking Buffett's valuation formula, plus 3 underrated ideas from his letters — look-through earnings, the EBITDA ban, and the institutional imperative.

2026-06-04 9 min read
Decoding Warren Buffett's 5-decades of Wisdom - Part 4

Portfolio

Decoding Warren Buffett's 5-decades of Wisdom - Part 4

Should investors follow financial news or stick to primary sources like annual reports? Here's how Buffett actually splits his reading time.

2026-05-28 9 min read
Decoding Warren Buffett's 5-decades of Wisdom - Part 3

Portfolio

Decoding Warren Buffett's 5-decades of Wisdom - Part 3

Why Buffett's simple valuation method and Wall Street's complex models aren't competing — they're built for two different games entirely.

2026-05-07 9 min read
Decoding Warren Buffett's 5-decades of Wisdom - Part 2

Portfolio

Decoding Warren Buffett's 5-decades of Wisdom - Part 2

How Warren Buffett actually calculates intrinsic value — the exact formula, discount rate, and margin of safety explained simply.

2026-04-23 9 min read
Decoding Warren Buffett's 5-decades of Wisdom  - Part 1

Portfolio

Decoding Warren Buffett's 5-decades of Wisdom - Part 1

A decade-by-decade summary of Warren Buffett's shareholder letters, 1977–2025 — his biggest lessons and mindset shifts in one place.

2026-04-09 9 min read