Warren Buffett: Why Opportunities Abound In This Changing World

Johnny HopkinsInvesting Opportunities, Warren BuffettLeave a Comment

In the 2023 Berkshire Hathaway Annual Meeting, Warren Buffett argues that opportunities in investing remain abundant, driven by others making poor decisions. He reflects on how the world has changed since 1942, noting that new technologies don’t eliminate opportunities. Over the 58 years of running Berkshire Hathaway, he has observed … Read More

Warren Buffett on Knowing Your Strengths and Avoiding the Spotlight

Johnny HopkinsLeadership Principles, Warren BuffettLeave a Comment

In his 2019 Berkshire Hathaway Annual Letter, Warren Buffett reflects on his experience with corporate directors, acknowledging their decency, likability, and intelligence, though many lacked the aptitude for handling money or business matters. He humorously notes that everyone has areas of incompetence saying, if I were ever scheduled to appear … Read More

Warren Buffett: When Economic Downpours Rain Gold: Be Ready with a Washtub

Johnny HopkinsInvesting Strategy, Warren BuffettLeave a Comment

In his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discusses Berkshire Hathaway’s commitment to long-term growth in earning power per share, acknowledging that actual earnings may occasionally decline due to economic downturns or industry-specific events. Berkshire retains all earnings, reinvesting significantly more than competitors, to achieve sustainable growth. While gains … Read More

Warren Buffett: Avoid The Preening Duck Error In Bull Markets

Johnny HopkinsWarren BuffettLeave a Comment

In his 1997 Berkshire Hathaway Annual Letter, Warren Buffett reports an $8 billion increase in Berkshire Hathaway’s net worth, reflecting a 34.1% rise in per-share book value. While acknowledging strong performance, Buffett tempers enthusiasm, noting the broader market’s exceptional gains in 1997. He humorously warns against overconfidence, likening it to … Read More

Warren Buffett: Just One Company Can Deliver Unmatched Wealth

Johnny HopkinsInvesting StrategyLeave a Comment

In his 2023 Berkshire Hathaway Annual Letter, Warren Buffett highlights Berkshire Hathaway’s strategy of acquiring businesses with strong, enduring economics and capable management. He emphasizes the challenge of predicting winners and the importance of rare companies that can reinvest capital at high returns. Buffett reflects on past acquisition opportunities and … Read More

Warren Buffett: Why Market Drops Are Good for Investors

Johnny HopkinsInvesting StrategiesLeave a Comment

In his 1997 Berskshire Hathaway Chairman’s Letter, Warren Buffett highlights the advantages of stock repurchase programs, particularly when prices are low, as they increase ownership stakes more effectively. He notes that Berkshire Hathaway benefits significantly from long-term shareholders, with 97% retaining their shares year-over-year. Market declines, contrary to popular belief, … Read More

Why REITs Can’t Compound Like Berkshire

Johnny Hopkinsinvesting insightsLeave a Comment

During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have any– Is there any reticence or– I don’t want to say regret, that’s not the right word. But the fact that the REIT … Read More