Seeing Buffett Clearly

Essays about Warren Buffett, Charlie Munger, Berkshire Hathaway.

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Dark Buffett, Buying Banks, Jewish Treasury Bills, and Amex's Float: More Alternate History

Buffett: "In Wall Street the old proverb has been reworded. Give a man a fish and you feed him for a day. Teach a man to arbitrage and you feed him…

May 3 •

Frederik Gieschen

Berkshire Hathaway Annual Meeting Best Of

Charlie Munger: "I think that a life properly lived is just learn, learn, learn all the time. Berkshire’s gained enormously from decisions by learning…

Apr 29 •

Frederik Gieschen

What if? Warren E. Buffett, An Alternate History

"We are born a thousand men and die as one." (HBO's Industry, but also Heidegger)

Apr 21 •

Frederik Gieschen

Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence)

"I am a guy who has been able to take moderate obsession and a long attention span and turn them into pretty good results. A long attention span will…

Mar 28 •

Frederik Gieschen

Buffett's Lectures at the University of Notre Dame (1991)

"I read annual reports, but I don’t read anybody’s opinion about what’s going to happen next week, or next month or next year."

Mar 23 •

Frederik Gieschen

Cranking The Learning Machine Up To 11

Another obsession. Do you read to signal or to learn?

Mar 11 •

Frederik Gieschen

Enough: The Forgotten Lesson of Ben Graham's Life

Did Buffett miss Graham's most important insight?

Mar 4 •

Frederik Gieschen

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