maxprogram Posted April 29, 2015 Posted April 29, 2015 Hi all. This post is a bit promotional but I thought many on this board, especially those attending the meeting this week would find it of interest. A few years ago I worked with Buffett's office to release the "Letters to Shareholders" compilation book, which a lot of people purchased and enjoyed. At the meeting this year there will be a limited-edition hardcover version updated with all 50 letters. Because only 1,000 copies will be printed (due to hardcover cost & lower demand), price will be more expensive but I still think reasonable for fans. What I'm more excited about is the "50 Years of BRK" wall print (36x18") I created that visualizes Berkshire over 50 years. Data was obtained from many sources but primarily from a complete analysis I've done of the full BRK annual reports going back to 1965. The print will be $16 to shareholders at the meeting. I've showed to a handful of people and they all really seem to like it (see this short vid from Guy Spier after I gave Saurabh an early version: https://vimeo.com/123019888) Here is the full blog post with more details: http://www.explorist.io/blog/2015/4/28/berkshire-hathaway-50th-anniversary-print-book There's a lot of other data I couldn't include on the poster b/c of size, but hopefully I'll be able to put it into some other form later on. Some might be used in a WSJ article with their coverage on the meeting later this week.
Jurgis Posted April 29, 2015 Posted April 29, 2015 Will look forward for the wall print online sales. Please post here when you have it available. Thanks
CassiusKing1 Posted April 30, 2015 Posted April 30, 2015 Will look forward for the wall print online sales. Please post here when you have it available. Thanks Definitely interested in a couple as well.
Morgan Posted April 30, 2015 Posted April 30, 2015 I'm interested in the poster online sales too. Looks pretty neat. Please let us know when it's online.
maxprogram Posted May 1, 2015 Author Posted May 1, 2015 Great, I'll post here when both are available online later this month. Yesterday I posted some interesting stats I learned from the research on Twitter for anyone interested: My favorite: Best return from public market investment: GEICO, added 1,570% to BV until purchase in '96, 7,119% including subsequent underwriting gains.
Jurgis Posted May 1, 2015 Posted May 1, 2015 Some great info (p*87 8) ) Can you elaborate on: Berkshire’s 50-year annualized book value growth *without* gains from stock investments: 9.6% (vs 19.4% actual & 9.9% S&P) #brkstats Is this from captive businesses? How did you account for BRK selling stocks and reusing this in internal businesses? Thanks
dual_bid Posted May 2, 2015 Posted May 2, 2015 What I'm more excited about is the "50 Years of BRK" wall print (36x18") I created that visualizes Berkshire over 50 years. Data was obtained from many sources but primarily from a complete analysis I've done of the full BRK annual reports going back to 1965. The print will be $16 to shareholders at the meeting. I've showed to a handful of people and they all really seem to like it (see this short vid from Guy Spier after I gave Saurabh an early version: https://vimeo.com/123019888) Max, where exactly will you sell the poster at the meeting?
maxprogram Posted May 4, 2015 Author Posted May 4, 2015 Some great info (p*87 8) ) Can you elaborate on: Berkshire’s 50-year annualized book value growth *without* gains from stock investments: 9.6% (vs 19.4% actual & 9.9% S&P) #brkstats Is this from captive businesses? How did you account for BRK selling stocks and reusing this in internal businesses? Thanks This just comes from taking the investment portion out of each year's return and then annualizing the number. So not perfect of course but interesting nonetheless. The 9.6% number assumes investments earn nothing. I also estimated the 50 year annualized return if investments were put in 10-year bonds. Final result is 13.5% annual BV growth over 50 years. Interesting to think about but unrealistic as it doesn't account for reinvestment, etc.
Liberty Posted May 4, 2015 Posted May 4, 2015 Also would love to be able to buy a print of the poster online.
ATLValue Posted May 5, 2015 Posted May 5, 2015 Also would love to be able to buy a print of the poster online. Same!
maxprogram Posted May 5, 2015 Author Posted May 5, 2015 I'll be making the poster & the remaining copies of the book available for purchase online in the next couple weeks. When it's ready I'll let everyone here know.
Liberty Posted May 25, 2015 Posted May 25, 2015 I'll be making the poster & the remaining copies of the book available for purchase online in the next couple weeks. When it's ready I'll let everyone here know. Thanks!
maxprogram Posted May 29, 2015 Author Posted May 29, 2015 Hey everyone, the poster and hardcover shareholders book are now available for purchase on Amazon. Book: http://www.amazon.com/Berkshire-Hathaway-Letters-Shareholders-Buffett/dp/069244842X/ref=aag_m_pw_dp?ie=UTF8&m=A3ODHOECJIJSTW Wall print: http://www.amazon.com/Years-Berkshire-Hathaway-Wall-Print/dp/0692448438/ref=aag_m_pw_dp?ie=UTF8&m=A3ODHOECJIJSTW For the book, there are ~100 copies at the warehouse now but many more are on the way, so if stock runs out just check back in a few days. Also, below is a chart from a post I just published. It shows the cumulative contribution to book value of selected investments over 50 years. (More details are in the post.) http://static1.squarespace.com/static/552198cde4b0ae29d9efc86b/t/5567a173e4b0dc7d532585dc/1432854903217/BRK-individual-investments?format=1000w
Guest notorious546 Posted May 29, 2015 Posted May 29, 2015 how do i buy one if i'm in canada? doesn't look like they ship to canada or are available on the amazon.ca website.
Liberty Posted May 29, 2015 Posted May 29, 2015 how do i buy one if i'm in canada? doesn't look like they ship to canada or are available on the amazon.ca website. I have the same question. Also, very interesting new chart. Great way to see how most of the returns from most investments seem to happen within 5-8 years.
Guest notorious546 Posted May 29, 2015 Posted May 29, 2015 it appears you can buy it for 162.44 plus shipping on ebay... http://www.ebay.ca/itm/Berkshire-Hathaway-Letters-to-Shareholders-1965-2014-Warren-Buffett-50-YEARS-/321530319009?pt=LH_DefaultDomain_0&hash=item4adcb350a1
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