Jump to content

Buffett Partnership Question


NBL0303
 Share

Recommended Posts

I have a question for any CoBFers that happen to sort of amateur Buffettologists as I am.  Years ago, I read through all of Warren's letters from his partnership years - or at least all of the ones that are publicly available which I believe is all of them.  What I should have done at that time, but, alas, did not do, was calculate at least in rough terms where the Buffett Partnership's returns came from.

 

So here is the question - if there are any Buffett Partnership experts out there - do you have any idea of the breakdown of where the Partnership's returns came from - basically split out per investment - during the 13 years of the Partnership?  The actual returns of the Partnership are well known - but I'm just wondering what the full bridge is.  Meaning, American Express generated such-and-such return which comprised about 8% of the Partnership's returns over those 13 years.  This probably cannot be calculated with geometric precision, but I believe rough answers could be backed into.  We all know Sanborn Maps, Dempster Mill, American Express and a few of the other investments from that era that worked out famously well.  I think this would be really interesting to see rough numbers on this.

 

Any help that anyone can provide would be much appreciated.  Thank you and cheers!

Link to comment
Share on other sites

  • 2 weeks later...

`68 was the best year in both $$ and % (overall partnership up $40m or 58.8%, LP's +45.6%).  The letter recapping the year breaks down the $40m gain as follows: $22m from Generals-Private Owner, $7.3m from Workouts, $5.9m from Controls and $4.3m from Generals-Relatively Undervalued.

 

Thank you!

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...