Tag Archives: Warren Buffett
Berkshire Hathaway Annual Meeting Notes for 2014
For those you have not attended a Berkshire Hathaway annual meeting, picture this scene at the 2014 meeting. A stadium is filled to its capacity of 30,000 people with another 8,000 in overflow rooms at the adjacent conference center and hotel. For nearly six hours,… Continue reading
Berkshire Hathaway: If You Love the Management, Set Them Free
Private equity investors often take the “father knows best” approach to working with their management teams. To me, this is crazy — particularly when the management team has years of experience with the business, the investors are new to the business, and the track record… Continue reading
New $20 Million Investment Fund Looking for Profitable, Fast-growing Businesses
Greybull Stewardship, L.P., an investment fund, completed in January 2014 its $20 million round two capital commitments. Since the fund’s January 2010 inception, annual returns have realized 23 percent after fees. As a result, existing Limited Partners (LPs) increased their commitments and new LPs were… Continue reading
Ideal business financing for growing, profitable companies in 100 posts or less?
“Teach what you want to learn” is the theme with which I started this blog in April 2012. Since then, I have written 100 posts — which means I’ve learned for myself and shared what I’ve learned under several themes: Business financing and venture capital… Continue reading
Know Thyself Helps You Manage Yourself by Peter Drucker
“Managing Oneself”, as written by Peter Drucker, may be a modern business addition to the foundation of “Know thyself,” the famous saying from the Greek Temple of Apollo at Delphi, and “To thine own self be true” in Shakespeare’s Hamlet (although this phrase’s speaker in… Continue reading
Joys of Ice Cream, Apple Pie, and Recurring Revenue
Charlie Munger, Vice Chairman of Berkshire Hathaway, once told a friend of mine that if Charlie were a young man, he would be “trying to find online recurring revenue businesses” — like many that are being built and growing today. The combination of recurring revenue… Continue reading
Investment Wisdom Convergence from Clayton Christensen and Charlie Munger
When two great thinkers come to a similar idea from different starting points and careers, I pay attention. For business and investment wisdom, Clayton Christensen of the Harvard Business School teaches his students a collection of “theories and frameworks” to help them understand and deal… Continue reading