Warren Buffett

Warren Buffett appears in EP88 穿越量化之父西蒙斯：AI会让普通人更容易赚钱，还是更难？ as a comparison point for Jim Simons. The episode contrasts Buffett’s long-term, business-quality, patience-oriented investing with Simons’s data-driven Quantitative Investing, while noting that both traditions still converge on discipline, humility, and patience.

EP38 风满楼！全球资本市场巨幅动荡，腥风血雨时刻近在咫尺 adds Buffett as a live market-sentiment reference: the speakers discuss Berkshire Hathaway’s large cash position, reduced Apple exposure, and earlier Japan-related financing as signals of caution and optionality rather than as proof of a specific crash call.

vol.108.日本五大综合商社：重返舞台中央 adds Buffett through the Japanese trading-company discussion. The episode treats his interest in Mitsubishi Corporation / 三菱商事, Mitsui & Co. / 三井物产, Itochu / 伊藤忠商事, Sumitomo Corporation / 住友商事, and Marubeni / 丸红 as partly explainable by resources and governance, but its more distinctive claim is a source-level Deglobalization Trade Intermediation conjecture: trusted intermediaries may regain value as trade and supply chains become harder to coordinate directly.

vol.125.日本到底还行不行？ | 串台东亚观察局 repeats that interpretation inside a broader Japan-economy discussion. The episode says the Buffett trade should be read through cheap yen financing, resources, and deglobalization supply-chain value, not as a simple claim that Japanese domestic demand or startup dynamism has returned.

EP86 面子、底子、日子：财报只讲这三件事 adds Buffett to a financial-statement reading frame. The episode uses his view of stocks as a kind of variable-coupon bond to introduce Return On Equity Analysis, while warning that a high ROE still needs leverage, cash-flow, and business-quality checks.

EP80 与查理·芒格的跨时空对话：当眼睛失明时，我们看见什么？ adds Buffett through the Charlie Munger partnership and three value-investing cases: See’s Candies as the shift from cigar-butt bargains to great businesses, American Express as crisis observation of a surviving trust network, and Coca-Cola as a long-duration consumer-habit investment.

EP90 从美加墨世界杯看懂期权—华尔街的终极武器 adds Buffett as the episode’s disciplined put-selling example. The source presents his Coca-Cola put sale as Option Selling Discipline: collect premium only when the investor has the cash, wants the company, and is willing to buy at the assigned price.

E43 张潇雨、孟岩对话许哲：没有更好的生活 adds Buffett as an Asymmetric Payoff and Value Investing reference. Xu Zhe / 许哲 uses Buffett’s long-duration liabilities, insurance float, and hard-to-replace assets as a way to show that value investing can resemble option thinking when downside is limited and upside remains open.

泡沫的四个必要不充分条件 | 对谈经济学者朱宁教授 adds Buffett as 朱宁 / Zhu Ning’s patience and era-redemption reference. The source uses Buffett and Charlie Munger to illustrate willingness to become rich slowly, the importance of surviving without excessive leverage, and the role of broader beta such as country, education, and long economic growth in investment outcomes.

Ron Conway on Google’s Early History and SV Angel’s Role adds Buffett to Google’s early public-company culture. Ron Conway says SV Angel hosted a May 2000 event where Buffett warned many internet companies would fail, and that Larry Page and Sergey Brin later drew on Buffett-style annual letters when writing Google’s IPO letter.

Vanguard adds Buffett as a public validator of Vanguard-style low-cost Passive Investing. The episode cites his Berkshire shareholder-letter endorsement of low-cost index funds and his 2007 bet that the Vanguard 500 Index Fund would outperform a hedge-fund portfolio over ten years, connecting Buffett’s patience and fee discipline to Cost Matters Hypothesis.

vol.110.投资就是对世界观的投票｜《迈出资产配置第一步》完结篇 uses Buffett as an Investment Worldview Fit example. The host contrasts Buffett’s patient, mature-company entry style with investors who believe more strongly in technological progress or cannot wait for an asset to become extremely cheap, making Buffett a model to understand rather than a method to copy mechanically.

Connections

• Jim Simons — contrasting investment master in the episode.
• Peter Lynch — another comparison point for fundamental investing.
• Passive Investing — ordinary-investor recommendation that shares Buffett-like patience more than institutional quant trading.
• Investment Risk Management — practical principle common to multiple investing styles.
• Berkshire Hathaway and Apple — EP38’s public-market example of cash preference and position reduction.
• Japanese Sogo Shosha / 日本综合商社, Deglobalization Trade Intermediation, and Long-Distance Trade Friction — vol.108’s Japan trading-company interpretation of Buffett’s exposure.
• Japanese Equity Repricing / 日本股市再定价 and Japan Comfortable Stagnation / 日本舒适停滞 — vol.125’s distinction between investable Japan themes and national growth limits.
• Market Mean Reversion — valuation discipline and waiting for better risk/reward are discussed through Buffett’s cash.
• Return On Equity Analysis, Financial Statement Analysis, and Profit And Cash Flow Quality — EP86’s accounting and metric-reading context.
• Charlie Munger — paired inversion reference for looking first at how a company can fail.
• See’s Candies, American Express, Coca-Cola, and Consumer Brand Moat — EP80’s business-quality and intangible-asset case cluster.
• Option Selling Discipline and Option Contract Mechanics — EP90’s options example built around willingness to own Coca-Cola at a lower effective price.
• Asymmetric Payoff and Value Investing — E43’s reading of Buffett-style investing through asymmetry and float.
• 朱宁 / Zhu Ning, Bubble Necessary Conditions, and Position Sizing — 42章经 interview context around slow compounding, survival, and era beta.
• Google, Larry Page, Sergey Brin, Ron Conway, and SV Angel — Silicon Valley event and IPO-letter context added by the Conway Part 3 episode.
• Vanguard, John Bogle, Cost Matters Hypothesis, and Passive Investing — low-cost index validation added by the Acquired Vanguard episode.
• Investment Worldview Fit, Value Investing, and Portfolio Suitability — vol.110’s style-fit reading of Buffett.