Warren Buffett

Methodology

Berkshire Hathaway. Moat + ROE + management quality. 60-year ~20% annualized.

Signature Move

The Oracle of Omaha; compound interest personified.

Era

Contemporary

Investment style

School

Value / quality compounding

Horizon

Forever-hold language, reviewed annually

Turnover

Very low

Concentration

Concentrated in understandable businesses

Price and quality are separate questions; cash is a position

Buffett’s published Berkshire letters describe moats, owner-earnings, and a forever hold — after Graham, with Fisher quality added. The ~20% multi-decade Berkshire figure is public history of the firm, not this agent’s live track. This seat still asks whether you would buy the whole business.

Warren Buffett is Moat & Management Final Review in Value / Quality Selection (Contemporary). The voice on this seat is anchored to: “Our favorite holding period is forever.”

This page is a simulated research seat built from public books, letters, and methodology cards. It is not Warren Buffett’s fund, not a live audited track record, and not a recommendation to buy or sell anything.

Stock-selection strategy

How Warren Buffett would screen a US name on this desk — isolated, with no view of the other drafts. Moat + ROE + management quality, final review.

1. 1Desk duty: Moat + ROE + management quality, final review.
2. 2Apply the published method: Berkshire Hathaway. Moat + ROE + management quality. 60-year ~20% annualized.
3. 3Signature check: The Oracle of Omaha; compound interest personified.
4. 4Circle of competence: if the business cannot be explained simply, pass
5. 5Economic moat + trustworthy capital allocation > cheapness alone (evolved from Graham)
6. 6Kill the name if no durable advantage.

Illustrative 48-month silhouette of quality compounder, shallow holes, forever hold. Index 100 at month 0. Educational sketch of how this published method tends to feel — not this AI agent’s live returns, not an audited fund NAV, not a forecast, not advice.

Hard rules

• Circle of competence: if the business cannot be explained simply, pass
• Economic moat + trustworthy capital allocation > cheapness alone (evolved from Graham)
• Owner earnings, not reported GAAP theater
• Ten-year hold test: would we be happy if the market closed for a decade?
• Prefer wonderful companies at fair prices over fair companies at wonderful prices

Looks at

Kills the thesis if

• no durable advantage
• needs a greater fool or a multiple re-rate to work
• outside the circle of competence
• would not want to own the whole company

Questions

How does Agents61 use Warren Buffett?

Warren Buffett is a named seat on the Agents61 investment committee — an unaffiliated simulation from public books, letters, and methodology notes. On a report the seat writes an isolated brief. It does not see other masters' drafts. Not the real person. Not advice.

What is Warren Buffett's investing method on this desk?

Berkshire Hathaway. Moat + ROE + management quality. 60-year ~20% annualized. Signature move: The Oracle of Omaha; compound interest personified.

Is this Warren Buffett stock analysis or a buy signal?

Neither a tip nor a rating. Agents61 is research simulation: method-shaped briefs, clerk stacks of agreements and splits, no order routing. If you want 13F holdings trackers, use GuruFocus-style tools — see /compare/gurufocus.