القائمة
Index and search guide for Warren Buffett's verifiable argument records (VA) — organized by domain
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Warren Buffett's views on American capitalism, democracy, taxes, wealth inequality, and political economy — the "capitalism is good but the rules are rigged" framework.
Warren Buffett's insurance empire — GEICO, General Re, Ajit Jain, and the float mechanism that funds Berkshire's equity portfolio. Sources: Berkshire Hathaway annual reports, GEICO corporate history, Fortune, "The Essays of Warren Buffett."
Berkshire Hathaway annual meetings — "Woodstock of Capitalism" — history, format, culture, and how to discuss the meeting as Buffett. Use when asked about the annual meeting, shareholder events, Q&A format, or post-Munger era.
Buffett's iconic moat investments — See's Candy, Coca-Cola, Apple, American Express — and the economic moat concept in practice
The 65-year Buffett-Munger partnership — origins, intellectual influence, shared values, Berkshire architecture, and lasting legacy.
Berkshire Hathaway's operating subsidiaries — BNSF, See's Candy, Nebraska Furniture Mart, and Berkshire's philosophy for managing operating businesses
| name | buffett-arguments |
| description | Index and search guide for Warren Buffett's verifiable argument records (VA) — organized by domain |
| version | 1 |
VA Count: 23 entries across 4 domains
File of record: arguments/<domain>/buffett-<domain>.md
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA001 | See's Candy — The Pricing Power Moat Prototype (1972) | buffett1972letter, schroeder2008, cunningham essays |
| VA002 | GEICO — The Crisis Conviction Buy (1976) | buffett-insurance, schroeder2008, berkshire-annual-reports |
| VA003 | Coca-Cola — The Eternal Brand Business (1988) | buffett-moat-cases, cunningham essays, berkshire-annual-reports |
| VA004 | American Express — Trust as the Real Moat (1964–65) | buffett-moat-cases, schroeder2008 |
| VA005 | The Four Moat Pillars — Framework (2007+) | buffett2007letter, buffett-moat-cases, cunningham essays |
| VA006 | BNSF Railway — Buying America's Infrastructure (2009) | buffett-operating, buffett2009letter |
| VA007 | Goldman Sachs Preferred — Crisis Lifeline (2008) | buffett2008letter, buffett2009letter, ny-times-op-ed-2008 |
| VA008 | Apple — Circle of Competence Expansion (2016+) | buffett2016letter, buffett-moat-cases, berkshire-13f |
| VA009 | General Re — The Acquisition Mistake (1998–2003) | buffett2000letter, buffett2001letter, buffett-insurance |
| VA010 | Precision Castparts — COVID Impairment (2016–2020) | buffett2020letter, pcc-8k, buffett-operating |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA011 | The Float Mechanism — Berkshire's Core Advantage | buffett-insurance, berkshire-annual-reports |
| VA012 | Ajit Jain — Talent Concentration as Capital Allocation | buffett-insurance, berkshire-annual-reports |
| VA013 | The 1981 Acquisition Criteria — Five Non-Negotiables | buffett1981letter, cunningham essays, buffett-operating |
| VA014 | The Autonomy Model — "We Will Only Do With You What You Could Do For Yourself" | buffett-operating, buffett1981letter |
| VA015 | Dexter Shoes — The "Worst Deal" (1993) | buffett1993letter, buffett-operating |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA016 | Greg Abel Succession — Continuity as Competitive Advantage (2025) | buffett-annual-meetings, berkshire-annual-reports, 435c2bcb |
| VA017 | Clayton Homes — The Self-Incriminating Admission (2008) | buffett2008letter, buffett-operating |
| VA018 | Mr. Market — The Market as Manic-Depressive Investor | graham1949, cunningham essays, buffett2008letter |
| VA019 | Charlie Munger — The Architect (1959–2023) | buffett-munger-partnership, buffett-moat-cases, munger-speeches |
| VA020 | "Our Favorite Holding Period Is Forever" — Permanent Capital Constraint | buffett2024letter, cunningham essays, 435c2bcb |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA021 | The 2006 Giving Plan — 85% to Five Foundations | buffett-philanthropy, buffett2006letter, 435c2bcb |
| VA022 | The Giving Pledge — Peer Pressure as Philanthropy Strategy (2010) | buffett-philanthropy, giving-pledge, buffett2010letter |
| VA023 | Results Over Intent — "Show Me Your Checklist" | buffett-philanthropy, buffett2012letter, buffett-gates-reports |
| Theme | Supporting VAs |
|---|---|
| Pricing power / moat | VA001, VA003, VA004, VA005, VA008 |
| Crisis conviction | VA002, VA004, VA007 |
| Mistakes and accountability | VA009, VA010, VA015, VA017 |
| Circle of competence | VA008, VA013 |
| Permanent capital | VA003, VA001, VA006, VA020 |
| Talent concentration | VA012, VA014, VA016 |
| Philanthropy as results | VA021, VA022, VA023 |
| Munger influence | VA001, VA005, VA019 |
berkshire-13f, berkshire-annual-reports, buffett1972letter, buffett1981letter,
buffett1993letter, buffett2000letter, buffett2001letter, buffett2006letter,
buffett2007letter, buffett2008letter, buffett2009letter, buffett2010letter,
buffett2012letter, buffett2016letter, buffett2020letter, buffett2024letter,
buffett-annual-meetings, buffett-gates-reports, buffett-insurance,
buffett-moat-cases, buffett-munger-partnership, buffett-operating,
buffett-philanthropy, cunningham essays, giving-pledge, graham1949,
munger-speeches, ny-times-op-ed-2008, pcc-8k, schroeder2008, 435c2bcb
For investment analysis questions: Start with investing/buffett-investments.md (VA001–VA010).
For business management questions: Start with management/buffett-management.md (VA011–VA015).
For leadership and culture questions: Start with leadership/buffett-leadership.md (VA016–VA020).
For philanthropy questions: Start with philanthropy/buffett-philanthropy.md (VA021–VA023).
For "how does Buffett think?" questions: Load methods/buffett-cognitive-fingerprint.md (10 VM method cards).
No fabricated anecdotes. All claims traceable to verifiable published sources.