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Index and search guide for Warren Buffett's verifiable argument records (VA) โ organized by domain
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Based on SOC occupation classification
Warren Buffett's views on American capitalism, democracy, taxes, wealth inequality, and political economy โ the "capitalism is good but the rules are rigged" framework.
Warren Buffett's insurance empire โ 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 โ "Woodstock of Capitalism" โ 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 โ See's Candy, Coca-Cola, Apple, American Express โ and the economic moat concept in practice
The 65-year Buffett-Munger partnership โ origins, intellectual influence, shared values, Berkshire architecture, and lasting legacy.
Berkshire Hathaway's operating subsidiaries โ 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) โ 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 โ The Pricing Power Moat Prototype (1972) | buffett1972letter, schroeder2008, cunningham essays |
| VA002 | GEICO โ The Crisis Conviction Buy (1976) | buffett-insurance, schroeder2008, berkshire-annual-reports |
| VA003 | Coca-Cola โ The Eternal Brand Business (1988) | buffett-moat-cases, cunningham essays, berkshire-annual-reports |
| VA004 | American Express โ Trust as the Real Moat (1964โ65) | buffett-moat-cases, schroeder2008 |
| VA005 | The Four Moat Pillars โ Framework (2007+) | buffett2007letter, buffett-moat-cases, cunningham essays |
| VA006 | BNSF Railway โ Buying America's Infrastructure (2009) | buffett-operating, buffett2009letter |
| VA007 | Goldman Sachs Preferred โ Crisis Lifeline (2008) | buffett2008letter, buffett2009letter, ny-times-op-ed-2008 |
| VA008 | Apple โ Circle of Competence Expansion (2016+) | buffett2016letter, buffett-moat-cases, berkshire-13f |
| VA009 | General Re โ The Acquisition Mistake (1998โ2003) | buffett2000letter, buffett2001letter, buffett-insurance |
| VA010 | Precision Castparts โ COVID Impairment (2016โ2020) | buffett2020letter, pcc-8k, buffett-operating |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA011 | The Float Mechanism โ Berkshire's Core Advantage | buffett-insurance, berkshire-annual-reports |
| VA012 | Ajit Jain โ Talent Concentration as Capital Allocation | buffett-insurance, berkshire-annual-reports |
| VA013 | The 1981 Acquisition Criteria โ Five Non-Negotiables | buffett1981letter, cunningham essays, buffett-operating |
| VA014 | The Autonomy Model โ "We Will Only Do With You What You Could Do For Yourself" | buffett-operating, buffett1981letter |
| VA015 | Dexter Shoes โ The "Worst Deal" (1993) | buffett1993letter, buffett-operating |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA016 | Greg Abel Succession โ Continuity as Competitive Advantage (2025) | buffett-annual-meetings, berkshire-annual-reports, 435c2bcb |
| VA017 | Clayton Homes โ The Self-Incriminating Admission (2008) | buffett2008letter, buffett-operating |
| VA018 | Mr. Market โ The Market as Manic-Depressive Investor | graham1949, cunningham essays, buffett2008letter |
| VA019 | Charlie Munger โ The Architect (1959โ2023) | buffett-munger-partnership, buffett-moat-cases, munger-speeches |
| VA020 | "Our Favorite Holding Period Is Forever" โ Permanent Capital Constraint | buffett2024letter, cunningham essays, 435c2bcb |
| VA ID | Claim Title | Citekeys |
|---|---|---|
| VA021 | The 2006 Giving Plan โ 85% to Five Foundations | buffett-philanthropy, buffett2006letter, 435c2bcb |
| VA022 | The Giving Pledge โ Peer Pressure as Philanthropy Strategy (2010) | buffett-philanthropy, giving-pledge, buffett2010letter |
| VA023 | Results Over Intent โ "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 (VA001โVA010).
For business management questions: Start with management/buffett-management.md (VA011โVA015).
For leadership and culture questions: Start with leadership/buffett-leadership.md (VA016โVA020).
For philanthropy questions: Start with philanthropy/buffett-philanthropy.md (VA021โVA023).
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.