• Risk comes from not knowing what you are doing”

Buffett and Munger—A Study in Simplicity and Uncommon, Common Sense – Peter Bevelin

PART ONE: ON FATAL MISTAKES, PREVENTION AND SIMPLICITY

PART TWO: ON WHAT DOESN’T WORK AND WHAT DOES

  • on having low expectations (p. 17)
  • nothing is objectively and independently good for us—it is just better in light of something else (p. 18)
  • Overfear and overavoidance of addiction can never hurt you (p. 19)
  • Study history, Buffett likes financial history (pp. 19-20)
  • If you define all problems as a nail, you’ll only look for a hammer (p. 21)
  • Having all the tools is the antidote for being a-man-with-a-hammer syndrome (p. 21)
  • Ask why. Use Occam’s razor. (p. 23)
    • relate with minimum idea note.
  • Einstein’s razor. Munger’s razor. (p. 24)revisit 
  • Get the key few factors right. Douglas Hofstadter’s quote. (p. 24)
  • Backups (redundancy), breakpoints (weakest links), critical mass (the more is different) (p. 25)
  • The Golden Rule again (p. 26)
  • Lord Peter Wimsey’s quote on quotes (p. 26)
  • Patience and slight difference in returns make for huge difference when compounded, so get both (p. 27)
  • Rousseau on real wisdom (p. 28)
    • relate with Sherlock
  • George Santayana: to understand is to know what to do (p. 28)
    • relate with leaning is about changing behavior memos and notes.
  • Wisdom is about how to use knowledge (p. 28)
    • relate with Naval.
  • Munger on extreme success (p. 29)
    • focus on few variables, non-linear returns, extreme performance, big wave.
  • On bad Lollapalooza (p. 29)
  • On halo effect, and on basic need to be liked (p. 30)
    • relate with biases notesrevisit 
  • On using two-track analysis: rationality; and subconscious. “There’s always a motive.” (p. 31)
  • CEOs and the directors dysfunction as corrective mechanism (p. 32)
    • relate with error-correction notes and biases notes
  • Owner-capitalism engenders true independence (win and win big, lose and lose big) (p. 33)
    • relate with the control structure memos
  • Three qualities Buffett values (p. 34)revisit
  • Coach’s incentive to get rid of a mediocre NFL QB ≠ board’s incentive to get rid of a mediocre S&P 500 CEO (p. 35)
  • Be careful whom you appoint to power. The CEO does what he wants to do. Board setting strategy etc is baloney. (p. 35)
  • It’s practically useless to give advice to anyone (p. 35)
  • Be in with a management you are simpatico with (p. 36)
    • implication for activists, relate with stupidity notes
  • The more basic knowledge you have the less new knowledge you have to get. You just have to know a few things and know them very well. (p. 36)
  • Understand human behavior if you’re going to run a business (p. 36)
  • You must continuously practice a multidisciplinary approach until fluent (p. 37)
    • relate with notes on practice and habit
  • The will to prepare >>> the will to win (p. 37)
  • Building arks >>> predicting rain (p. 37)
    • relate with payoff and ruin notes
  • Masterplan implies expectations (p. 37)
  • the Golden Rule >>> self-serving bias (p. 38)
  • Munger indirectly preaching the importance of having win-win relationships (p. 38)
    • win-win might materialize in time, and isn’t necessarily instantrevisit 
  • Who invented factor investing? A broker? (p. 39)
  • To quick profits, reply with quick no (p. 40)
  • Self-serving bias of others must be considered. Otherwise you are a fool. (p. 40)
  • Beware hammer-syndrome with creators of a tech (p. 41)
    • relate with don’t associate yourself with an idea or a tech notes
  • Again, whose bread I eat, his song I sing (p. 41)
    • Bevelin on investment letters
  • On “independent” board, board of directors (p. 41)
  • “Include me out” (p. 42)
  • Postpone yes, and say no sooner (p. 42)
  • Natural progression, the three I: Innovators, Imitators, Idiots (p. 43)
    • relate with Pierce and Everett
    • also with what the wise do in the beginning the fools do in the end memos
  • On bubble. On boom and bust. People dance thinking they can leave right before midnight, but the problem is that the clock has no hands (p. 43)
  • An originally sound premise turns to focused solely on the price action (p. 43)revisit 
    • always test and recalibrate your thesis (not limited to investment)
  • Bad ideas are born good. It’s easy to push a really good idea to wretched excess. (p. 44)
    • relate with environments change notes
    • relate with check the implication from deviation between the price quotations (the portfolio structure) and the underlying business operation (the plan structure) memos
    • relate with I was too ahead of my time type excuse memos and notes
  • The crazy greed, the crazy leverage, the crazy delusions. “The more it changes the more it’s the same thing.” (p. 44)
  • It’s not the bad idea but a good one carried to excess that do you in (p. 44)
    • relate with Mark Twain quote
  • On the 2007 housing crisis (pp. 44-45)revisit
  • Delusions produce bubbles (p. 45)
  • When you buy something for a sound reason, make sure the reason stays sound (p. 45)
  • If something can’t go on forever, it’ll end (p. 45)
    • relate with biases notes
  • Things take longer to for it to happen, and when it happens it happens faster than you think (p. 46)
    • relate with notes on change and similar memos
  • On new-form Gresham’s Law. Bad lending drives out good. (p. 46)
  • Nothing draws a crowd like a crowd. “Fools rush in where angels fear to trade.” (p. 46)
    • relate with imitation memos and notesrevisit 
  • The first chance you have to avoid a loss from a foolish loan is by refusing to make it; there’s no second chance (p. 46)
    • relate with wisdom is prevention memos and notes
  • It’s similar to Newton’s first law (that of inertia) (p. 47)
  • Beware, and work with people who are also aware, the ‘institutional imperative’ (p. 47)
  • ‘Everybody else is doing it’ is a red flag (p. 48)
  • Unusual managerial discipline is required to measure profitability over volume. (p. 48)
  • “We tell them to go out and play golf. We sure as hell don’t want to make any dumb loans.” (p. 48)
  • Mark Twain: “whenever you find yourself on the side of the majority, it is time to pause and reflect” (p. 48)
  • Temperament is about an emotional stability and an inner peace about your judgements and it comes from ability to think for yourself (p. 49)
    • relate with judgement notes
    • relate with (or create) you need a consistent worldview of your own, and you must keep updating it by yourself
    • relate with knowledge is created individually notesrevisit 
  • If you don’t work hard at it, you will fall victim to the folly of the crowd, and there will always be folly of the crowd (p. 49)
    • relate with there’s always anti-rational memes notes
    • relate with recalibration notes
    • relate with stupidity notes (there are dumb people in every professional domains)
  • A public opinion poll is no substitute for thought. We want to think. (p. 49)
  • You will be right if your hypotheses are correct, if your facts are correct, and if your reasoning is correct. Nothing else. (p. 49)
    • relate with Sherlock
  • Trouble with people is they know so much that isn’t true (p. 50)
  • Everybody gets so much information they lose common sense quote (p. 50)
    • relate with social media notes
  • What’s not worth knowing is not worth knowing at all (p. 50)
  • Say no (p. 51)
  • On fretting on leveraged financial institutions. (p. 55)
    • relate with how being conservative can make look Berkshire losing money 99 times out of 100, but in the crucial one time Berkshire is designed to survive
      • this was mentioned in founders #380,
      • as discussed elsewhere, it’s the weakest link which gets hit (e.g., see pp. 54-55).
  • Low expectations, humor, friends and family (p. 57)
  • Interest rate independent (p. 58)
    • because interest is subjective phenomena and how Berkshire operates has nothing to do with natural rate of interest…revisit 
  • margin of safety is there to avoid ruin. on that one time out of 100. (pp. 58-59)
    • relate with the same memos
    • relate with Ray Dalio’s uncorrelated bet and Berkshire’s diverse businesses holding
  • Usually when the time is right the credit is tight. Have loaded gun. (p. 59)
  • Shakespeare quote on the black swan event (p. 61)
    • relate probability notes with black swan notes
  • Be wary of low probability events in financial arena than natural arena (p. 61)
    • because knowledge is subjective and created subjectively it’s more wild than nature.revisit 
  • Work with people who understand the Lucretius problem (p. 61)
  • Margin of safety is related with the black swan (p. 62)
  • And again, watch out for the weakest link (e.g., customers and suppliers) because if they go down it might hurt you (p. 62)
  • Relate with give it time and distance yourself notes (p. 64)
  • Improving yourself >>> penalizing others. (p. 65)
    • relate with stupidity notes
  • Envy is simply negative-sum, rule it out (p. 66)
  • You can fool people some of the time but not forever; when you get old you’ll get the reputation you deserve (p. 67)
    • relate with the portfolio structure catching up to the plan structure memos and notes
  • People just don’t see how much money there is in being honest (p. 67)
  • Munger was at Salomon? (p. 67)
  • A great reputation is like virginity (p. 67)
    • relate with falsification notes
  • Sol Price: success in business comes from deciding which business you can intelligently do without (p. 68)
    • inversion at play
    • relate with membership memos and Sol Price notes
  • Conduct Unbecoming an Officer (munger was at the military office as well?) (p. 69)
  • Teach with what you do, not what you say (p. 69)
    • relate with seeing the front notes
  • Peer pressure on the young is far more important (p. 70)
    • relate with concentric learning notes and culture notes
  • It pays to hang around with people better than you are because you’ll float upward a little bit. Bad company corrupts good character (p. 70)
    • relate with the five average notes
  • It’s nice to be important, but more important to be nice (p. 70)
    • relate with notes on being nice
  • You’ll meet a lot of people you initially think they are one-stops but they aren’t (p. 71)
    • relate with second order effect notes
  • Deliver what you would buy if you were in the other end (p. 71)
    • relate with other similar quotes and notes from munger
  • Success is getting what you want and happiness is wanting what you get (p. 71)revisit 
  • Be lovable. You always get back more than you give away. If you don’t give any you want get any. (p. 71)
  • Ben Graham and the list of unattractive qualities in other people (p. 71)
    • inversion at play
  • Show up on time; don’t steal credit; don’t cut corners; avoid envy (p. 71)
  • Find, emulate, and associate with good people (and good businesses) (p. 72)
  • Remember Grant McFayden, he didn’t need a lawyer (p. 72)
  • Read Rules for Making Oneself a Disagreeable Companion, by Ben Franklin (pp. 72-73)
  • Passion is not the sufficient factor, but likely necessary for success (p. 73)
    • relate with Kobe Bryant quote and absence of evidence notes
  • There’s no substitute for strong interest (p. 73)
  • Munger’s three basic rules: don’t sell anything you wouldn’t buy yourself; don’t work for anyone you don’t respect and admire; work only with people you enjoy (p. 74)
    • relate with previous memo on deliver what you would buy if you were on the other side
  • Particularly avoid working directly under somebody you don’t admire and don’t want to be like. Maybe you have to keep doing it to keep eating for a while but don’t settle for it. You just go out and find somebody else. (p. 74)
  • Make yourself a person that you would want to hire. Trustworthiness is more important than brains. (p. 74)
  • The best knows that they are playing their game (p. 74)
  • 130 IQ guy who thinks he’s 125 >>> 180 IQ guy who thinks he’s 200 (p. 76)
    • the size of the circle doesn’t matter, and this is the true sense when Munger (or Buffett) says “it’s not competency if you don’t know the edge of it” (find related memos and notes).revisit 
  • Real knowledge is knowing one’s ignorance, Confucius (p. 77)
  • The shoe button complex (p. 77)
    • relate with how being successful in one area doesn’t translate to other areas automatically notes.
  • Planck knowledge >>> chauffeur knowledge (p. 78)
    • relate with imitation notes 
  • Beware the articulate incompetent (p. 78)
  • also beware the twaddler (p. 78)
    • relate with humans can do stupid things note.
  • it’s not really that people get pushed out until their aptitude fails to qualify for whatever the new position; he simply has to study what’s required for capital allocation (p. 79)
  • Relate stupid people notes and pigs (p. 81) 
  • Buffett version of surround yourself with better people (p. 81)
    • relate with similar notes
  • When you have doubts about a person, you can pass. There are many other nice ones to interface with (p. 82)
  • On trust (p. 83)
    • no matter how many contracts you sign, the bad actors will find ways
      • relate with black swan
    • relate this with Bitcoin and smart contract notes.revisit 
  • On decentralization and no second guessing (p. 84)
  • Leave them alone, and treat them they you would like to be treated if the role is reversed, the Golden Rule again (p. 85)revisit 
  • Lack of oversight means we miss some things but overall it is a benefit (pp. 86-87)
    • relate with long term thinking memos and notes.
  • Culture, not rule books, determines organizations (p. 87)
  • People see what’s been done than said, both in children and businesses (p. 87)
    • relate with concentric learning notes
  • Businesses are acquired to be held—not to be exited out for cash—the businesses generate cash. (p. 88)revisit
    • it’s like holding its own version of SP500.revisit 
  • A good spouse and a good business partner, you have to deserve both (p. 89)
  • Garrett Hardin’s quote on the benefit of having two-way debate (p. 90)
    • relate two-way debate note and observation note.
  • No worries, have fun, know that terrible things do happen but stay optimistic >>> stresses (p. 91)
    • and if you’re still worried, correct it.
  • Queen Elizabeth I: “I like to know what the truth is so I can decide whether to believe it or not” (p. 92)
    • relate with denial memos and notes
  • Wishing is poison in business (p. 92)
  • Munger quote an adapting to reality as it is (p. 92)
  • Avoid ‘thumb-sucking’ (p. 92)
  • Alex Haley quote on reality dealing with you if you don’t deal with it (p. 92)
  • If you have a problem, act now (pp. 92-93)
    • relate with problem-solving notesrevisit
    • relate with second-order thinking notesrevisit 
  • One’s objective should be get it right, get it quick, get it out, get it over. Admit you can’t know everything and state all the facts you do know clearly. (p. 93)
    • relate with time is scarce memos and notes
    • relate with fallibility notes
    • relate with information is incomplete memos and notes (e.g., Li Lu)
    • relate with know what you know notes (e.g., Mark Twain)
    • relate with circle of competence memos (e.g., mono-linked chains) and notes 
  • Your problem won’t improve with age (p. 93)
    • relate with give it time notes
  • Persian Messenger Syndrome (e.g., CBS and Chairman Haley) (pp. 93-94)
    • relate with association notes
    • relate with bad news get exaggerated notes (as contrast)
  • Just tell me the bad news; the good news will take care of itself (p. 94)
    • relate with take care the downside memos and notes
    • relate with wisdom is about prevention memos and notes
  • If people know you as smart and informed then they’ll trust you and will tell you the truth early. Foster such environment. (p. 94)
  • Deprival-Superreaction Tendency and Inconsistency-Avoidance Tendency: we don’t like to lose what feels rewarding (pp. 94-95)
    • relate with biases notes
    • for the latter relate
      • making it public memos and notes
      • iteration-habit notes (upside)
      • leverage (how time put in doesn’t matter) notes
  • Ben Franklin and J.P. Morgan quote on our ability to make excuses (p. 95)
    • relate with Sherlock notes
  • E.O. Wilson: old beliefs die hard even when demonstrably false (p. 96)
    • relate with let the ideas die in your place notes 
      • relate with don’t be an idea notes
  • Self-justification (p. 97)
    • isn’t Leibniz’ 最善説 a form of self-justification? maybe he was partially correct in arguing for his form of multiverserevisit
      • relate with explanation must be rooted in opportunity cost memos and notesrevisit 
  • Max Planck: science advances one funeral at a time (p. 97)
  • If one’s incentive is for him to not change, then it’s tough to change him (p. 97)
    • this applies to the individual as well as to collective
    • relate with people change notes
  • Hammer syndrome is incentive-caused bias, combined with other psychological biases including commitment and consistency biases (pp. 97-98)
    • what are the other biases?
  • Spend no time arguing with people whose idea you know to be stupid (p. 98)
  • George Soros: once we realize that imperfect understanding is the human condition, there’s no shame in being wrong, only in failing to correct our mistakes (p. 98)
    • relate with error-correction notes
  • Study, and look for, counter-evidence. (p. 99)
    • relate with try to attack your business memos and notesrevisit 
  • H.L. Mencken quote. (p. 99)
    • relate with science advances one funeral at a time memos
  • Consider yourself a journalist. Assign a story. Assume it’s correct. But look for facts. And don’t be selective in choosing which facts to look at. Don’t let the hypothesis dictate which facts to look at. (pp. 99-100)
    • relate with data need theory notesrevisit
  • On negative evidence (p. 100)
  • Surround yourself with smart people who don’t always agree with you. Remember Lincoln. (p. 101)
  • Remove ignorance piece by piece. Scramble out of your mistakes. (p. 101)
    • relate with piecemeal error correction notes
  • On bridge. Information compounds. (p. 102)
    • relate with more is different notes
  • On master planning. What is needed is the kind of propensity to disbelieve by changing your previous conclusions. Mike Tyson quote. (p. 102)
  • “If the terrain and the map disagree, follow the terrain.” “One look is worth thousand words.” (p. 102)
  • Bion of Borysthenes’ quote on adapting to circumstances just as sailors do (p. 103)revisit 
  • The greatest advantage is in not having a strategic plan (p. 103)
  • Big ideas pop up occasionally >>> a strategic plan (p. 103)
  • Carlyle (William Osler’s favorite quote): “the task of man is not to see what lies dimly in the distance, but to do with what’s clearly at hand” (p. 103)
  • On deprival-superreaction syndrome. It’s about loss aversion and our asymmetric reaction to gains and losses. (p. 103)
    • relate with biases notes
  • Deprival superreaction tendency is about loss aversion to both possessed reward and almost possessed reward (p. 104)
    • relate with ownership notes
  • Five positive interactions = one negative interaction (p. 104)
  • A man reacts with intense irrationally to even a small loss (p. 104)
  • Defenders of a territory >>> intruders of the same species (p. 105)
  • Never contend with a man who has nothing to lose, but more so with a man who has everything to lose (p. 105)
    • relate with negotiation and biases notes
  • Loss aversion is why we overvalue what we give over what we get. Think from counterparty’s point of view. Take a stand on only important things. (p. 105)
    • relate with 主語の転換 memos
    • relate with focus on the few important variables memos
  • On negotiation. Don’t get into one where you can’t afford to walk away from. Don’t bargain with people you love. (pp. 105-106)
  • Don’t throw good money after bad (p. 106)
  • The stock doesn’t care what you paid or that you own it (p. 106)
    • develop implication for activists
    • develop implication for ownershiprevisit
  • Fold early when the odds are against you (p. 106)
  • Decisions should be based on the present and where you want to be. Not where you’ve been. (p. 106)
    • relate with sunk cost and anchoring notes and
    • relate price is essentially about future notesrevisit
  • Consistency and deprival is linked (p. 107)
  • The reciprocation tendency can work in the negative (p. 107)
  • Praise by name. Criticize by category. (p. 107)
  • “We don’t try to change people. We accept people the way they are.” Think about marriage. (p. 107)
    • relate with management memosrevisit 
  • Get in with a culture that’s already the right kind (p. 108)
    • relate with save keystrokes notes
  • A culture of trust with reality feedback >>> a culture of trust. Tell people but also to yourself the truth. (p. 108)
  • Chuck Huggins’ story (See’s). “Hire friendly people.” (p. 108)revisit 
  • Appeal to interest (not exclusive to financial) and not to reason if you want to change conclusions (p. 109)
    • relate with deprival memos (e.g., losing status)
  • And explain why. Remember Carl Braun. Always communicate Who is to do What, When, Where and Why. (p. 110)
    • show them the process not just the result, relate with algo notes
  • And appeal to the fear of losing what they value (p. 110)
  • And (if it makes sense) use an authority figure, a friend, consistency bias for the better (p. 110)
  • Ben Franklin having someone lend a book to him tactic example (p. 111)
    • relate with /Franklin
  • Franklin tactic can work in reverse (p. 111)
  • Ben Franklin: “he that would live in peace and at ease must not speak all he knows nor judge all he sees” and what says that his opinion or solution is the correct one (p. 111)
    • don’t trigger defensive responses in othersrevisit 
  • Henry Ford on secret to success is changing perspective. If you do this, you understand why they do what they do. (p. 111)revisit
    • relate with 主語の転換 memos
    • relate with Carl Braun quote memos
    • relate with argue only when you can argue better than the opponent notes 
  • Goethe: misunderstanding and neglect is more often than trickery and malice (p. 112)
    • relate with Hanlon’s razor notes (elaborate how’s it’s rooted epistemologically, that is, perfect replication is impossible and no two minds share the same worldview and knowledge is created individually notes)revisit 
  • Nietzsche: the value is not in what you get, but what you pay for it, in what it costs us. Fight only important battles. (p. 112)
    • relate with cost is multiversal notes
    • relate with value (or price) is about the opportunity cost notes (if any)revisit 
  • If you start objecting to this and this and this, pretty soon people will pay less (or no) attention to you. Save bullets only when it matters. Worse yet, you will not be listened in other occasions too. Don’t shout. (p. 112)
    • relate with information is difference notes (elaborate what constitute noise)
    • relate with stuff translate memosrevisit 
  • “Sometimes peace is better than being right. Sometimes you must know when to accept a loss and quit.” (p. 113)revisit
    • Roy T. Bennett: be selective in your battles.
    • Peace ≠ the absence of conflict.
  • Try to formulate the opposing argument better than the opponents (p. 114)
    • relate with knowing creation is about debate and reconfiguration.
  • Medical maxim, first do no harm. (p. 114)
  • Exactitude ≠ truth (p. 114)
  • Montaigne: “yes but is it true?” (p. 115)
  • Science is about not fooling yourself (p. 115)
  • Take ideas seriously and show how absurd that idea is (p. 116)
    • this is implied in extending the Portfolio Structure (price quotations) to the Plan Structure (the underlying businesses)revisit 
  • On writing and orangutan theory (pp. 117-118)
  • Simplicity reflects clear thinking (p. 118)
    • and it’s rare
  • Serpico Syndrome (p. 119)
  • Social-Proof Tendency: stop any bad behaviors before it spreads and foster and display all good behaviors (p. 119)
    • relate with biases notes
  • If the incentives are wrong, behavior will be wrong (p. 120)
    • Xerox and Joe Wilson (p. 120)
    • Federal Express and the night shift (pp. 120-121)
  • You get what you reward for (p. 121)
    • relate with you get what you pay for memos and notes (create one if none)
  • Always follow the incentives and there you’d find solutions and truth (p. 121)
    • relate with Sherlock notes and there’s always a motive memo
  • Rewards include nonmonetary items like sex, friendship, companionship, status, power, influence, ego (p. 121)
    • relate with monetary account doesn’t exhaust everything notes
  • Avoiding losses and what’s painful is also a reward (p. 122)
    • relate with counterfactual notes and what counts cannot be counted notes
  • Jean de La Bruyere quote on associating your incentives with that of others (p. 122)
    • this backfires when the system doesn’t prevent social-proof tendency (remember “independent” board)revisit 
  • Upton Sinclair quote on understanding and incentives (p. 122)
    • relate with notes on understanding othersrevisit 
      • i.e., they won’t understand you if the incentive facilitates that
  • Tie incentives to performance and factors that contribute to the ultimate end—value (remember Soviet nail factories) (p. 122)
    • relate with know what you want memos and notes (create if none)
    • relate with you find what you want to want in market memos and notes (maybe management is about constantly refining what you want to achieve and recalibrating the team) 
  • Pay for what can be controlled (e.g., low finding cost) over uncontrollable (e.g., oil price) (p. 123)
    • relate with focus on few variable memosrevisit 
  • If a CEO bats .150 but Berkshire as a whole performs well, he still gets paid as a .150 hitter (p. 123)
    • make your incentives uncorrelated with others and only correlate with his own performance
      • relate with uncorrected bets notes
      • relate with bat boy anecdote (you cannot uncorrelated anything since everything is somewhat connected)revisit 
  • Being a partner means in for both directions. To have both carrots and sticks. Remember Kiewit Corporation. (p. 124)
    • relate with Taleb, Spitz, and Ayache, also relate with volatility notes (options wouldn’t be as prevalent under free market?)revisit 
  • Charles Frankel quote on a responsible system. Ask: who bears the consequences? Remember the Roman system for arc builder. (p. 124)
    • relate with Taleb, Spitz, Saifedeanrevisit 
  • Don’t blame the tiger when he gets out of the cage and goes on a rampage. The cage has to be stronger and the keepers should know better than to leave the door unlocked. (p. 125)
    • relate with human nature notes and Everett notes (ask: human nature doesn’t really change?)revisit 
  • Maimonides quote on observation (p. 125)revisit 
  • Dread and avoid rewarding people for what can be easily faked (p. 125)
  • Achieving complete fairness is impossible. Tolerate a little unfairness to some to get a greater fairness. Remember the Navy anecdote. (pp. 125-126)
    • relate with similar exhaustion is impossible notes, and with free market fairness memos and notes (e.g., from Rothbard, Mises, Taleb, Saifedean)
    • relate with roundabout memos and notesrevisit 
  • Complete foolproof is impossible (p. 126)
    • relate with other exhaustion is impossible notes
    • relate with trust memos and notes (trusting someone means going long vol with that person—theoretically you can trust anyone given enough time but practically you have to choose some people over others because our time is limited)revisit 
  • Don’t complicate the system. Keep it simple. Remember the Dean of USC School of Music anecdote on “replacing” candy. (p. 126)
    • relate with other keep it simple memos and notes
  • Complicated system begets people who game the system. And often these gamers don’t understand the system as a whole (e.g., its purpose and meaning). Complicated system often goes out of control. (p. 126)
  • the problem isn’t getting rich, it’s staying sane (p. 128)
  • You Only Have to Get Rich Once (p. 128)
  • First think about what happens when it goes wrong, instead of the upside (p. 130)
  • Always weigh (and compare) the consequences of being wrong (p. 131)revisit 
  • When playing Russian roulette, the shot not going off should alarm the next (p. 131)
  • To finish first, first finish (p. 131)
  • The first and second laws of thermodynamics approach applies to investing (p. 132)
    • if it doesn’t work, say no thanks
    • how about short?revisit
  • All I want to know is if there are any factors that can cause ruin, and if any never go there (p. 132)
  • Understand the downside five to ten years from now (p. 132)
    • relate with Amara’s law.
  • Fact check quote #1098 (p. 132)
  • Is the upside worth it? If not worth doing it, don’t (p. 132)
  • On Napoleon’s mother (p. 133)

PART THREE: ON WHAT ELSE DOESN’T WORK AND WHAT DOES IN BUSINESS AND INVESTING

  • investment is business of capital allocation (p. 134)
  • on zero and negative interest rates (pp. 135-136)
    • check the timeline of quotes
  • investment is about the return, when, and how sure you are (p. 136)
  • what is smart at one price is dumb at another (p. 137)
  • outstanding business at sensible price >>> mediocre business at bargain price (p. 137)
  • when it’s cheap you’ll be able to tell just like you can tell if someone is fat or old without knowing the specific number (p. 138)revisit
  • the decision should be obvious (p. 138)
  • get rich slow (p. 139)
  • really good opportunities aren’t often and won’t last long (p. 139)
  • you get paid for being right (p. 140)
    • relate with naval
  • on bull market and sex (p. 141)
  • human behavior (of others) allows for success if you are able to detach yourself emotionally (p. 141)
  • on fear and greed as unpredictable diseases (p. 142)
  • horse and auto industry (p. 142)
    • relate with other memo
  • you can’t differentiate luck and shrewd decision (assuming there’s a difference). And there’s a background of preparation behind it, which is also not visible (‘p. 143)
    • relate with knowledge and performance notes
  • there are mispricings (p. 143)
    • relate with there is no objective mispricing memos and notes
  • deprival-superreaction tendency—Belridge Oil example (pp. 143-144)
    • what is deprival-superreaction tendency?revisit
  • when you see something with (almost) no downside risk with upside potential, go at it with little more courage (p. 144)
  • See’s Candies (pp. 145-146)
  • constantly changing means being exposed to errors constantly. Berkshire avoids them when investing. (p. 146)
    • this doesn’t mean Berkshire is against changes—just that they look for something rather predictable when they invest
  • Internet isn’t going to affect how people shave (p. 147)
    • somehow reminded me of Death Stranding
    • ask: what doesn’t change with AI?revisit
    • ask: what doesn’t change with crypto (e.g., Bitcoin and ETH)?revisit
  • the law of least effort >>> change (p. 147)
    • relate with loss aversion notes
  • the meaning of understanding a business. Risk is from not understanding what you’re doing. (pp. 147-148)
    • relate with the first quote in /Buffett
    • this applies to anything (e.g., poker)
  • You need the moat and the knight who can widen the moat. (p. 148)
  • Personal thought: having a moat challenges the basic economic assumption of competition (p. 149)
  • Pick (or be) the low-cost producer (p. 149)
    • E.g., GEICO, The Nebraska Furniture Mart (p. 150)
  • Just take care of the customers (p. 151)
    • E.g., ISCAR (p. 151)
  • Sam Walton’s quote on the customer (p. 151)
    • relate with consumer sovereignty notes.
  • Never abuse current clients by trying to get new ones. (p. 151)
    • relate with iteration notes,
    • the general rule here applies elsewhere in life
  • Eliminate what irritates the customer (p. 152)
    • this is inversion in play.
  • The Daily Racing Form, Reed-Elsevier (pp. 152-153)
  • Transportation and energy are essential (p. 153)
    • remember DS
    • Berkshire’s energy businesses holding is composed such that all are recession resistant and uncorrelated and can withstand regulatory attack.
  • Moat of railroad companies is saturation (p. 154)
  • Homes, auto, and insurance are essential. (p. 154)
  • Have a special place on people’s mind then you can raise the price (p. 154)
    • relate with DMU notes and symbol (or association) notes
  • Pricing power implies essentially. Look at the pricing behavior of the product (not the stock). (p. 154)
  • Get the basics well. You don’t have to do extraordinary things to get extraordinary results, don’t get diverted and instead focus on what works. (p. 155)
  • You should’ve shorted horses instead of buying up autos. Ask: who loses? (p. 156)
  • Can you name any single American TV or radio manufacturer? (p. 156)
  • Growth in an industry doesn’t mean profitability because of competition (p. 157)
    • relate with tiptoe memo and notes (emergent disorder)
  • Munger on Facebook (lol) (p. 157)
  • Business ≠ industry (p. 158)
    • relate with individuals ≠ society memos and notes
  • Business ≠ franchise. Many operations are in between weak franchise and strong business. (p. 158)
  • Dead fish won’t swim how hard you try proverb (p. 159)
    • relate with Marc Andreessen memos and notes again
  • Permanent problem ≠ temporary setback. Differentiate the two. (p. 159)
  • Bad news—if you see one, usually there’s more (p. 159)
    • relate with sloppy one thing likely means sloppy elsewhere memos and notes, and anything else related (e.g., bad news is easy to detect and likely gets exaggerated notes)
  • Share of mind >>> share of market (p. 160)
  • You rarely get poor investing in utilities (p. 160)
  • Good business throws up one easy decision after another (p. 162)
  • In commoditized businesses, you can’t really differentiate yourself (p. 162)
  • Get attractive security in attractive industry (p. 162)
  • Tech is based on change; and change is the enemy of the investors (p. 163)revisit 
  • Ask: can I compete and hurt a business with a billion dollars? (p. 164)
    • a business should be attack-prone
  • Andy grove and silver bullet question (p. 164)
  • I wish I didn’t know now what I didn’t know then quote (p. 165)
    • relate with what’s not worth doing memos and notes
  • Retailing is competitive (p. 165)
  • On retailing (e.g., Costco and Amazon) (p. 165)
  • Pay attention to mistakes of omission, and learn from them (p. 167)
    • relate with absence of evidence notes
  • Check the track record of Berkshire’s investments (p. 168)TODO 
  • small mistakes are fine—it’s about payoff (p. 168)
  • acknowledging and analyzing errors >>> agonizing over errors (p. 169)
  • Ask: is this a good (or bad) business? Why? (p. 169)
  • Buffett’s quote on reality centered cast of mind (p. 169)
    • relate with Sherlock and Deutschrevisit 
  • The company should be viewed as an unfolding movie, not a still snapshot (p. 171)
  • The story of an ailing horse, again. Ask: is the business for sale because it’s walking just fine? (p. 171)
  • Mar Twain: a mine is a hole in the ground owned by a liar. (p. 172)
  • Buffett and Keynes on business is success is about future, not past. And you also have to explain why the business was successful in the past. (pp. 172-173)
    • relate with tracing the origin notes and quote from Paul valery
  • Ask: what forces can stop the current ongoing success? (p. 173)
  • Ben Franklin: a small leak will sink a great ship (p. 173)
    • relate with small changes can go unnoticed until too late notes
  • ABCs of business decay: arrogance, bureaucracy, and complacency. “Whom the gods want to destroy, they send forty years of success” (p. 174)
  • Don’t employ unnecessary assistants. Parkinson’s law. (pp. 174-175)
  • Widen the moat, build enduring competitive advantage, delight customers, and fight cost (p. 175)
  • Don’t underestimate the ability of others to do the same exact thing you’re about to do (p. 175)
  • The tendency gets magnified with disliking bias of competitors. Be aware. (p. 176)
    • relate with biases notes
  • Andrew Carnegie: look out for the boy sweeping floors, not the rich man’s son (p. 176)
    • relate with outsider notes and others
  • Buffett comments on food inflation. Also if horses could’ve voted, they would’ve voted down tractors. (p. 176)
    • relate with Saifedean’s argument on food inflation, and also Fiat Food.
  • Schumpeter quote on innovation: it strikes not at the margins, but its very foundations and lives (p. 176)
    • relate with /econ notes (e.g., Rothbard)revisit 
  • Businesses die. Sometimes better to just get out. Remember the Northern Pike Model (e.g., Walmart vs other chains). (pp. 176-177)
  • Stop digging. Fight wishful thinking, consistency bias, and loss to aversion bias. Stop wasting resources (e.g., time). Get out leaking vessels. (p. 177)
    • relate with biases notes
  • You don’t have to make it back the way you lost it (p. 178)
    • relate with money abstraction notes and method-independent notes (how doesn’t matter)
  • Businesses are bought for keeps (p. 178)
  • With stocks and bonds, if we find something more attractive, we sell (p. 178)
    • relate with opportunity cost notes
  • Not price but value is what matters with investment. (p. 178)
  • Organization foolish in one way is likely foolish in other areas (p. 179)
    • relate with sloppy in one area memos and notes
  • We just find people who’ve batted .350 for 10-50 years. We don’t train them. (p. 179)
    • relate with the decision should be obvious memos and notes
  • You can’t put passion into someone, but it’s easy to take it away. Don’t do that. (p. 180)
  • Work with winners. Remember Eddie Bennett and Yankees. (p. 180)
  • Being good at one thing doesn’t mean you’ll be good at another (p. 181)
    • relate with sloppy in one area memos (as a counter?)
  • don’t do things you know you can’t do. stick with what you’re good at. know your game and that of others—play the former, and not the latter. (pp. 182-183)
    • relate with naval’s quote and relate note on redefining the game
  • allocate your time according to your talent (p. 182)
    • relate with DMU (diminishing marginal utility) notesrevisit
  • just pick weak competitions (p. 183)
  • get in the right train, and why “idiots” can get rich (p. 184)
    • relate with marc andreessen’s emphasis on being in the right business
      • ask: am I in the right business?revisit
  • microeconomics >>> macroeconomics (p. 185)
  • buy good businesses run by good people in good places. macro headlines don’t matter—does macro headline affect your decision on marriage? (p. 186)
  • no rainbow without a cloud or a storm (p. 187)
    • relate with being greedy when others are fearful
  • On dot-com bubble and on changing expectations given the available facts, and why thinking like businessmen helps because often what’s been speculated is absurd. (pp. 188-189)
    • relate with quotes from /Holmes
    • the statement here clearly shows Buffett’s view that the Portfolio Structure will reflect the underlying Plan Structure
      • does Lachmann share the same view?
      • can the Portfolio Structure change the Plan Structure not temporality or on surface but substantially?
        • I think it does and that’s what happens in case of malinvestment caused by fiat money printing by the government
          • if so, what’s the implication for Buffett’s view?revisit
  • roughly right >>> precisely wrong (p. 189)
    • relate with fallibilism notes
  • common sense >>> computer models (p. 189)
  • you shouldn’t need a spreadsheet to decide (p. 190)
    • relate with decision should be obvious memo from (p. 138) above
  • people calculate too much and think too little (p. 190)
    • relate with what counts often cannot be counted
  • it’s not a competency if you don’t know the edge of it (p. 192)revisit
  • on one or few factors. less is often more. (p. 192)
  • Sandy Gottesman (p. 193)
  • write down your investment decision, preferably in a paragraph (p. 193)TODO
  • investing is about finding a mispriced gamble, and you have to know enough to decide if it’s mispriced (p. 194)
    • the statement here implies that nothing is objectively mispricedrevisit
      • relate with there is no such thing as mispricing note and refine it to there is no such thing as objectively mispricedTODO
  • Mr. Market >>> PnL (p. 195)
    • to be more precise, when your measurement criteria is PnL, then Mr. Market might dictate yourevisit
      • relate with other memos and notes elsewhere—you want to use Mr. Market, never to be used
  • the playing field (the Plan Structure) >>> scoreboard (the Portfolio Structure) (p. 196)
  • not where the puck is, but where it’s going (p. 196)
    • relate with price is fundamentally about future notes
  • risk is loss of purchasing power (p. 197)
    • why does Buffett not invest in Bitcoin?
  • simple stuff is generally overlooked (p. 197)
    • relate with simple stuff might not spread fast memo
  • questions to ask when investing (p. 197)
  • best time to get rich is in a crisis. independent thinking, financial preparation, and mental preparation. it doesn’t take brains (although you need the right basic ideas)—it takes temperament. (p. 198)
    • relate with cash is the gun to hunt rare fast-moving elephants memo

PART FOUR: ON FILTERS AND RULES

A Few Lessons for Investors and Managers from Warren Buffett – Peter Bevelin

1. What Investing in Financial Assets is All About

2. Valuation

3. The Value of a Business

4. Return on Tangible Invested Capital Reflects the Cash Flow Generating Characteristics of the Business

  • Goodwill is that excess mentioned in (p. 5) capitalized (pp. 8-9)
  • Return on invested capital depends on sales, cost, and the amount of capital required (p. 9)

5. Business Characteristics: The Great, the Good and the Gruesome

  • inverted: don’t invest in companies signaling DMU
  • inverted: pricing power is essential in inflationary environment
    • consumer franchise is the key to pricing power, not production cost
      • a business can be killed by poor management—a franchise can withstand poor management (p. 15)
      • cost becomes irrelevant only in the ERE—in reality cost does matter because most people don’t know better
        • since cost is about opportunity costs, it’s rooted in individual knowledge—and that is subjective

a. really great

b. good

c. the gruesome

  • sugar isn’t differentiated (p. 15)
    • unless someone does it
  • Nothing fails like success (in commoditized businesses) (p. 16)
  • in commoditized businesses, individually economic decision isn’t economic at all when considered collectively (p. 17)
    • only consumers enjoy the benefits of the product—but remember that the capital were better invested elsewhere—ultimately, no one really benefits in DMU environment (i.e., in no knowledge creation environment)
      • if the division of capital relates to creating different production process, then the more is different might be true in significant sense—the more connection and configuration might indeed imply new knowledgerevisit
  • Get out leaking boat (p. 19)
    • relate with Marc Andreessen memos and notes.
    • Inversion would be: leave unpromising battlefield.
  • Turnaround seldom turn and usually takes longer (p. 19)
    • relate with it takes longer and costs more memos and notes

d. other tough businesses

e. on accounting goodwill

  • Ch. 5-E is about the difference between a good business and a good purchase
    • it clearly states how a company with good Plan Structure doesn’t necessarily mean a good one to have in your Portfolio Structurerevisit
    • his emphasis to exclude Goodwill when evaluating the business makes sense especially in light of Lachmann’s framework—because only then can the analysis clearly captures the soundness of the company’s Plan Structurerevisit
      • Buffett meets Lachmann
    • but when you are buying the business as an investment, then relevant return is within the framework of Portfolio Strucure—here, what matters is how much you actually paid for the expected returns—amortizing Goodwill is like pretending you only partially paid for the business each year

6. Past Results as a Guide: Sometimes Useful and Sometimes Dangerousrevisit

7. The Importance of Trustworthy and Talented Management

  • personal thought: who’s allocating the capital for us? (p. 34)
  • personal thought: the Portfolio Structure must account for the management ability in managing the Plan Structure (i.e., capital allocation skill—the management’s skill in managing the Plan Structure includes their ability to manage the Portfolio Structure). (p. 34)revisit
    • inverted: can the Control Structure be made such that the Portfolio Structure directly corresponds to the Plan Structure?revisit
      • is this where smart contracts can make a difference?
        • can you integrate smart contracts into Bitcoin (e.g., OP_CAT)?revisit

8. The Importance of Clear Yardsticks to Judge Management Performance

9. Corporate Governance

  • skin in the game (p. 39)
  • in buffett’s owner-capitalism, the Control Structure (directors—取締役) should be aligned with the Portfolio Structure (owners—株主) (p. 40)revisit
    • directors ≠ managers
      • the former functions as a check on the latter (社長/CEO) power—on daily basis the latter decides company matters

10. Owners and Management

11. Management Compensation: I Get What I Reward For

  • At Berkshire, management (i.e., Buffett and Munger) has the same interest as owners (shareholders). (p. 43)
  • Avoid capricious incentive structure (p. 44)
    • An option holder has no downside risk, hence will not be a part of good incentive structure (p. 46)
    • Ask: is the current incentive structure “capricious”?
    • Ask: would rewarding XXX based on the performance of YYY capricious?revisit

12. Mergers and Acquisitions: Dumb Acquisitions Cost Owners Far More than Most Other Things

  • Demonstrated consistent earning power >>> projection or turnaround (p. 48)
  • Again, always think about the alternatives (e.g., passive investment) (p. 49)
  • Again, per-share intrinsic value >>> reported number (p. 50)
    • it’s the same with fundamental >>> price quotations, or knowledge >>> looks, just that you have to guess for all of the former due to its subjective nature.revisit 
  • Stick to what works. Focus. (p. 50)
    • here the smart contract is resistant.revisit 
  • Often the acquisitions benefit everyone except the shareholders of the acquirers (p. 51)
    • relate with activists memos
  • Per-share progress >>> size (p. 51)
  • Why not buy in market? (p. 51)
  • In a trade what you give up is as important as what you get (p. 52)
  • Markup what’s been given up as well, if that thing is undervalued don’t markup arbitrarily, let alone marking up the target stock while leaving your issued shares at market price. (p. 52)
  • If not worth selling at all, then it’s not worth even a small part of it (p. 53)
    • relate with if not worth doing well it’s not worth doing at all memos and notes
  • The don’t-give-up-more-than-what-you-get rule applies for any transactions (p. 53)
  • Deals never fail in projections (p. 54)
    • relate with other notes (e.g., Sherlock, Deutsch)
  • Earnings simply don’t move smoothly. (p. 54)
  • The story of the man with an ailing horse (p. 55)
    • relate with independent thinking memos and notes

13. A Few Management Issues

  • Imitation has a limitation (p. 56)
    • Henry Singleton: “If everyone’s doing them, there must be something wrong with them”
  • No yo-yo approach—do what makes sense for the customers, and never add the unneeded. (p. 59)
  • What needs to be reported is data that helps financially-literate readers answer three key questions: (1) Approximately how much is this company worth? (2) What is the likelihood that it can meet its future obligations? (3) How good a job are its managers doing, given the hand they have been dealt? (p. 59)

14. How to Reduce Risk: Prevention is Better than Cure

15. Sometimes Mistakes are Made

The Outsiders (see Henry Singleton)

The Investor as CEO

Other sources

  • the tao of buffett (founders #101)
  • Bevelin on Buffett (founders #202)
    • Steve Jobs intensely studied Disney
      • Only Disney was making money lucratively in animation business, and the recipe was hidden
    • growth is easy to measure, durability isn’t (~27:00)revisit
  • the essays of buffett (founders #227)
    • Bruce Lee: hack the unessential
    • Good business run by good manager is rare.
    • It’s all about free cash flow.
    • Watch the basket.
      • Focus. Concentrate.
        • And you will when you concentrate instead of diversifying.
    • When dumb money acknowledges itself as such, it ceases to be dumb money.
    • Avoid dragons. No need to slay them.
    • Money provides margin of safety
    • Fees never falter
      • Cost can be controlled (James J. Hill)
    • Buffett’s pitch (1:35:00)
    • There would be no auto industry with horses
  • buffett munger by bevelin episode (founders #286)
    • relate (as well as create)
      • The former can be as powerful as the latter
        • also avoiding bad ones
    • reading lets you connect with other instances
    • you can’t change the behavior of others unless initiated by themselves spontaneously
      • intense curiosity dives everything
      • if the person is not interested, it wouldn’t work
        • missionaries make the best product—not mercenaries
    • cash is hedge
      • stay in the game
      • life gets you out of your weakest link (e.g., leverage)
      • implication for market reform
    • the world is driven by envy, not anger
      • “the world is not driven by greed, but envy”
        • relate with relativity note and social media notesrevisit
      • time is the best filter
    • sol price’s membership model
      • he wanted to avoid certain customers
    • No master plans
    • communicate who when what why
    • interest rate to asset price is what gravity is to apple (48m)
    • brand matters
    • learning is about changing your behavior, not memorization (53m)
    • human nature never changes (55m)
    • customer is the boss—just cut out what irritates them (1h1m)
    • play with good players—the story of eddie (1h5m)
    • look for weak competition—competence is relative concept (1h6m)
  • 400 pages of buffett and munger (#380) ~1h7m
    • yogi berra on observing (9m)
    • cut envy
    • deserve what you get
    • on adjacent opportunities
      • geico saw how effective google ad was
      • rockefeller looked up to jay gould, who saw opportunities in telco when operating in railway industry
    • long-term is where the money is—and the world is extremely short-term focused (14m)
    • read Titan which is on Rockefeller (21m)TODO
      • rockefeller emphasized the quality of information over speed
    • build business around what you do naturally
    • you wouldn’t know if a guy who hits .300 is good or not unless there’s some background knowledge
      • the same applies to American corporations and their histories (29m)
    • not buying Belridge because munger didn’t have “enough” cash (32m)
    • not paying attention to what other people think should apply to investment (i.e., to price quotations) (35m)
      • Jeff Bezos story on Amazon’s stock price going down from 6
    • share what’s important to you
    • Variance in listed companies’ CEOs ≠ that of Olympic team. So if you find good ones stick with them, because they are rare.
    • Isadore Sharpe doubling down on ads when everyone was cutting it down because they saw it as a cost.
    • You teach something, then they will come directly to you to offer something. Be individual opportunities driven, just like Napoleon was. Projects >>> plan.revisit
    • Be easy to interface with (49m)
    • Think about and focus on what counts for the business, and eliminate everything else.
    • Specialization = focus = play your game (53m)
      • e.g., Todd Graves (chicken fingers guy)
    • If you’re not sure if it’s your game, it likely isn’t. Know your circle of competence.
    • On internet (59m)
      • Billy Durant (of GM)—he was in horse carrying business initially
    • Learning is about changing your behavior.
      • Buffett with Belridge Oil, Intel, Disney, and Amazon.
    • Stay in the game long enough so lucky stuff happens—invention of new tech can somehow benefit you (1h5m)
      • e.g., marginal MLB players’ compensation went up because of TV (because the stadium got bigger with TV—spectator size went from 40k to the whole country), Coca Cola and fridge, Rockefeller and Ford.
        • if you keep changing your game you wouldn’t notice theserevisit