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9. Berkshire Hathaway 1999 Full-Year Report
The Year of the "D-Grade" Performance. In this episode, we analyze the 1999 report where Warren Buffett famously trailed the market by over 20%. While the Dot-com bubble was peaking, Buffett’s "boring" strategy was being mocked—but he was secretly building a massive $25 billion cash engine.
Key Highlights:
The Slump: Why Net Income dropped 45% while the S&P 500 soared.
The Float: How Berkshire grew its "interest-free loan" to $25.3 billion.
The Lesson: Why Buffett chose furniture and bricks over high-flying tech.
The Warning: A masterclass on Intrinsic Value vs. Market Hype.
The Bottom Line: 1999 proves that the smartest move in a bubble is often the most boring one. Discover how Buffett’s worst year set the stage for his greatest comeback.
View all episodes
By Earnings IntelligenceThe Year of the "D-Grade" Performance. In this episode, we analyze the 1999 report where Warren Buffett famously trailed the market by over 20%. While the Dot-com bubble was peaking, Buffett’s "boring" strategy was being mocked—but he was secretly building a massive $25 billion cash engine.
Key Highlights:
The Slump: Why Net Income dropped 45% while the S&P 500 soared.
The Float: How Berkshire grew its "interest-free loan" to $25.3 billion.
The Lesson: Why Buffett chose furniture and bricks over high-flying tech.
The Warning: A masterclass on Intrinsic Value vs. Market Hype.
The Bottom Line: 1999 proves that the smartest move in a bubble is often the most boring one. Discover how Buffett’s worst year set the stage for his greatest comeback.