HeyJaredThe Investors
The Investors is a long-form podcast dedicated to the thinking, principles, and decision-making frameworks of the world’s most respected investors.Each episode explores the ideas of investors such as Warren Buffett, Charlie Munger, Howard Marks, Ray Dalio, Jim Simons, and…
- Indexed episodes, last 90 days
- 36
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 8, 2026
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Berkshire Hathaway Annual Meeting 1995 Part 2 Afternoon Session (opens the original)
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Chapters below. Warren Buffett and Charlie Munger take shareholder questions at the 1995 Berkshire Hathaway annual meeting, covering intrinsic value, capital allocation, and the circle of competence that keeps them out of businesses they can't understand. They explain why cash on the balance sheet is an admission of failure, why Graham and Fisher differ less than people assume, and what made Wells Fargo worth owning when every bank with that much real estate exposure looked doomed. Along the way
Berkshire Hathaway Annual Meeting 1995 Part 1, Morning Session (opens the original)
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Chapters below. Warren Buffett and Charlie Munger open the 1995 Berkshire Hathaway annual meeting with the vote to authorize preferred stock, then take shareholder questions on capital allocation, insurance float, and how they actually value the operating businesses. They explain the Helzberg acquisition, why technology sits outside the circle of competence, and what went wrong at USAir. Along the way they cover derivatives, stock option accounting, the culture problem at Salomon, and why reluct
Berkshire Hathaway Shareholder Letters 1984 (opens the original)
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In his 1984 letter to Berkshire Hathaway shareholders, Warren Buffett admits that the company's historic 22% returns are "just that — history." He then explains why a growing capital base demands big ideas rather than small ones. The letter is one of the richest in Berkshire Hathaway history. Buffett makes his classic case for share repurchases at prices below intrinsic value, attacks greenmail, and tells the story of Mrs. B at Nebraska Furniture Mart, who received a $55 million check for her bu
Berkshire Hathaway Annual Meeting 1994 (opens the original)
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Chapters see below. Warren Buffett and Charlie Munger take shareholder questions at the 1994 Berkshire Hathaway annual meeting, covering intrinsic value, capital allocation, and why they will not step outside the businesses they can actually understand. Buffett opens on derivatives, warning that combining ignorance with borrowed money has always produced interesting consequences, and points to Procter and Gamble as the early evidence. He explains how they discount future cash at a rate set by th
Berkshire Hathaway Shareholder Letters 1983 (Appendix) Goodwill and its Amortization: The Rules and The Realities (opens the original)
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A special deep-dive from Warren Buffett's 1983 Berkshire Hathaway annual report: his famous appendix on Goodwill. Using See's Candies as the real-world example, Buffett explains the crucial difference between "accounting Goodwill," which gets amortized away year after year, and "economic Goodwill," which can actually grow stronger with inflation. He shows why businesses that need little in the way of physical assets — factories, inventory, equipment — often make far better long-term investments
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