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The Warren Buffett Business Factors
INTRODUCTION 4
GOALS 5
ATTITUDE AND TEMPERAMENT 6
FRIENDS AND WONDERFUL BUSINESSES 6
HONESTY 7
CHARLIE MUNGER 7
BEN GRAHAM 8
DAVE DODD 9
LORIMER DAVIDSON 9
ROSE BLUMKIN 10
THE WONDERFUL BUSINESS 11
SHUTDOWN OF TEXTILE BUSINESS 12
CAPITAL TURNOVER AND ALLOCATION 14
A MANAGERIAL STORY 15
DIVIDEND POLICY 16
INTELLIGENT INVESTING 19
MR. MARKET 25
RISK 26
RETURN ON EQUITY CAPITAL 28
FINANCE 28
BOOK VALUE AND INTRINSIC VALUE 29
INTRINSIC VALUE AND CAPITAL ALLOCATION 30
ANIMAL SPIRITS AND EGO 31
GREED 31
ACCOUNTING 32
TAXATION AND INFLATION 33
"LOOK-THROUGH" EARNINGS 34
NON-INSURANCE OPERATIONS 35
CORPORATE GOVERNANCE 38
EQUITY VALUE-ADDED 40
EFFICIENT MARKET THEORY 43
EBITDA OR EBDIT 44
CAPITAL STRUCTURE 45
JUNK BONDS 46
SOME MISTAKES 47
THE INSTITUTIONAL IMPERATIVE 48
ARBITRAGE 49
INSURANCE OPERATIONS 52
MEASURING INSURANCE PERFORMANCE 55
COST AND RETURN ON CAPITAL 56
THE MANAGER-OWNER RELATIONSHIP: 57
BONDS, VALUATION APPROACH 58
CONVERTIBLE PREFERREDS AND STRUCTURED INVESTMENT 61
ZERO-COUPON SECURITIES 62
INVESTMENT BANKERS 66
ADVANTAGE IN PURCHASING 66
INSURANCE OPERATIONS ADVANTAGE 66
GENERAL RE 67
THE BORSHEIM ADVANTAGE 68
SUPER-CATS ADVANTAGE 68
COCA-COLA AND GILLETTE ADVANTAGES 69
CAPITAL STRENGTH ADVANTAGE 69
ACQUISITIONS 70
GEICO 72
MARKETING OF GEICO 72
TECH COMPANIES 74
UNDERSTANDABLE BUSINESS 75
SUSTAINABLE COMPETITIVE ADVANTAGE 76
TRUSTWORTHY FIRST-CLASS MANAGEMENT 77
BARGAIN PRICE 78
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