Interesting reads – 08 Sept 2013 – Warren Buffett

1. What Buffett Believes But Cannot Prove –
Robert Hagstrom – famous author of several books on Warren Buffett has distilled a research paper – ‘Buffett’s Alpha’ ( and gives us a three point view of Buffet’s investment strategy and explains the one which is a key to his investment success – ‘rational thinking and decision making’
2. Warren Buffett: How He Does It –
Though several times told and read, this article gives a quick one page recap of Buffett’s key principles on how he selects companies. Highlights High and stable ROE, Low Debt, Increasing profit margins, Duration in markets (moat and competitive advantage), Franchisee VS Commodity, and Margin of safety


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