HeyJaredWalking Through Buffett's Letters: Value Investing Learning Portfolio
Tune in every Saturday, starting August 30, 2025, to celebrate Warren Buffett’s birthday with a fresh exploration of his shareholder letters from 1957 onward.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 5, 2026
Latest episodes
2013 Buffett: Focus on Productivity, Not Quotes - Farms, NYC Commercial Real Estate, and the Index Fund Bequest for His Wife (opens the original)
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This episode consists of Berkshire Hathaway's 2013 Annual Report , featuring a detailed letter from Chairman Warren Buffett alongside comprehensive financial statements. The documents describe the company’s diversified business model , which spans massive operations in insurance, freight rail, utilities, and manufacturing . Buffett evaluates the firm’s performance by comparing its growth in book value against the S&P 500 while highlighting significant new capital deployments into companies like
Buffett’s Capital Allocation Jiu-Jitsu: The 2012 Heinz Deal, Dividend Math & Accounting Realities (opens the original)
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The 2012 Berkshire Hathaway Annual Report consists of the company’s extensive operations across diverse sectors including insurance, freight rail, energy, and manufacturing . In his annual letter, Warren Buffett reviews the firm’s financial performance, noting that while book value grew by 14.4% , it trailed the S&P 500's gain for the year. The report highlights major subsidiaries like GEICO, BNSF, and MidAmerican Energy , alongside a significant new investment in H.J. Heinz . Buffett details hi
2011: All the Gold Ever Mined, Packed into One Cube | Buffett Breaks His “No Tech” Rule to Buy IBM (opens the original)
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The 2011 Berkshire Hathaway Annual Report details the performance and strategic direction of a vastly diversified holding company led by Warren Buffett and Charlie Munger. It outline a conglomerate structure organized into four primary sectors: insurance, regulated capital-intensive industries, manufacturing and retail, and finance. Key financial milestones include the acquisition of Lubrizol , record earnings from major subsidiaries like BNSF, and a significant expansion of the insurance "float
2010 Warren Buffett: Any number times zero is still zero — The Oracle of Omaha's lifelong "invincible rule." (opens the original)
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This episode comprises the 2010 annual report and a leadership memorandum from Berkshire Hathaway , authored by Warren Buffett . The documents detail the company’s long-term financial performance and its strategy of acquiring diverse operating businesses , such as the significant purchase of the BNSF railroad . Buffett evaluates the strength of various sectors, including insurance , utilities , and manufacturing , while emphasizing the importance of intrinsic value over volatile net income figur
2009: Catching the Golden Rain — Berkshire’s Deal of the Century | The Oracle of Omaha Acquires BNSF (Burlington Northern Santa Fe Railway) (opens the original)
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This episode consists of the 2009 Berkshire Hathaway Annual Report , featuring a detailed letter from Chairman Warren Buffett to shareholders alongside comprehensive financial disclosures. It outlines the company's vast operational footprint, which spans insurance, regulated utilities, freight rail, and manufacturing . Buffett evaluates the firm’s performance using per-share book value as a proxy for intrinsic worth, while noting the significant 2010 acquisition of Burlington Northern Santa Fe .
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