48. How to Think Like Warren Buffett | Part 3

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In this episode we wrap up our 3-part series ‘Thinking like Warren Buffett’. We’ve pulled out a 9-question checklist from Buffettology, a book by Warren’s daughter-in-law Mary Buffett. We’ve each chosen a stock and are running through the checklist and seeing if our chosen stocks pass the Buffettology test.

In this episode we answer questions 7, 8 & 9.

For Questions 1-4, check out episode 46.

For Questions 5-6, check out episode 47.

 

In this episode you will learn:

  • Why retained earnings are so important.
  • What good capital allocation looks like for businesses.
  • About share buybacks.
  • Why Warren prefers buybacks to dividend payments.
  • The importance of finding businesses that can adjust prices for inflation.
  • Whether the boys chosen companies passed the 9-part checklist.

Stocks and Resources Discussed:

[This episode is brought to you by Stake – The Australian investing platform offering access and free brokerage to US markets. For more information & to sign up check out: equitymates.com/stake]

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