Post #16648 by mungofitch on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)

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Executive Summary

Warren Buffett is often mischaracterized as an old-school value investor in the mold of Ben Graham. In reality, he long ago evolved beyond Grahamʼs focus on tangible book value – instead favoring asset-light businesses with wide intangible moats (e.g., Coca-Cola and Apple). Buffettʼs long-term success is largely driven by systematic exposure to two key factors: Intangible Value and Quality. While there will never be another Buffett, his philosophy can be distilled into a simple, rules-based strategy – one that can be implemented using long-only factor building blocks and applied across a broader opportunity set than Berkshire itself can access today.

https://blog.sparklinecapital.com/wp-content/uploa...

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After in-depth statistical study, the authors demonstrate that Usain Bolt's remarkable running career boils down to just a few simple tricks, notably (a) placing one foot in front of the other very rapidly and (b) with a large gap between foot landing positions. Our analysis shows that anyone can follow this simple model which was never before elucidated.

Jim

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