margin-of-safety

A skill based on Warren Buffett's shareholder letters that teaches the hidden costs of using stock for acquisitions. Covers key cases like Dexter Shoe (stock worth $6B+ exchanged for a business that went to zero) and General Re (21.8% dilution), providing a framework to evaluate whether cash or equity should be used in acquisitions.

A skill based on Warren Buffett's shareholder letters that teaches Benjamin Graham's "Mr. Market" framework. It helps users treat market price fluctuations as opportunities from an emotional partner rather than signals, applying the voting-machine vs. weighing-machine mental model to investment decisions.

An investment decision-making skill based on Warren Buffett's contrarian principle of being fearful when others are greedy and greedy when others are fearful. Provides a structured framework with methodology, historical case studies, trigger scenarios, and actionable steps for navigating market extremes.

A skill based on Warren Buffett's shareholder letters that teaches compounding thinking for long-term investment and growth decisions, illustrating how small rate differences create massive outcomes over time.

A skill based on Warren Buffett's shareholder letters that provides a structured framework for evaluating a company's economic moat, pricing power, and long-term competitive advantage. Includes case studies like See's Candy and GEICO.

An investment guidance skill based on Warren Buffett's shareholder letters, teaching the principle of avoiding leverage and maintaining financial safety. Includes case studies of Berkshire's four major price declines as evidence against leveraged investing.

An investment analysis skill based on Warren Buffett's letters to shareholders that teaches the "buy the business, not the stock" philosophy. It guides users to evaluate investment opportunities by analyzing business fundamentals rather than stock price movements.

A Buffett Letters skill that teaches the investment philosophy shift from buying cheap, low-quality "cigar butt" businesses to paying fair prices for wonderful companies, with case studies from Berkshire Hathaway and See's Candy.

A skill based on Warren Buffett's shareholder letters that teaches a three-category investment classification framework, dividing all investments into currency-based assets, non-productive assets, and productive assets to evaluate long-term value.

A skill based on Warren Buffett's shareholder letters that teaches look-through earnings and owner earnings analysis, helping users see through accounting numbers to understand true economic earnings and avoid EBITDA traps.