Gustavo Ballvé on February 2nd, 2010
Banks, Capital goods, Corporate Governance, Corporate Strategy, Diversified financials, Food for thought, Food, beverage and tobacco, Home, Industries, Insurance, Media, Portfolio Management, Retailing, Risk management, Tech, Utilities

In this speech to University of Florida MBA students Buffett was particularly expansive regarding his processes and methods, and this alone makes this video worth the time (some 90 minutes). The fact that it was October 1998, a pivotal time in the dot-com boom and just after the LTCM imbroglio makes it even more interesting. And there’s a download link to guarantee this doesn’t go away anytime soon, but you can watch an embedded version right here if you read on.

We don’t have any intention to be the “ultimate source for all things Buffett”, as a lot of people already do a great job at this and we thank them for uncovering these pearls. But this video is special. The parts on “moats” add up to some of his most detailed comments yet on the subject.

We don’t think it’s any exaggeration to say that Buffett has transcended the investment realm and that this is interesting for people in all walks of life. We’re certainly making backup copies.

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