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ConceptBRK.ABRK.BExplored · 3/5Save idea

The extraordinary power of long-term compounding

The guest presented a mathematical concept illustrating how long-term compounding allows an elite capital allocator to vastly outperform the market, even when factoring in extreme hypothetical losses.

The argument

The speaker shared an algebraic exercise showing that Berkshire Hathaway could lose 99.3% of its value and still outperform the S&P 500 since 1965. This was framed as a tribute to Warren Buffett and Charlie Munger's legacy, illustrating that compounding over decades renders short-term crises and entry-point timing secondary to long-term holding.

Hear it yourself
"Just a quick simple algebra that Berkshire could lose 99% 99.3% of its market cap and share price and still outperformed the S and P 500 since he got control of Berkshire in 1965."
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BRK.A: The extraordinary power of long-term compounding · Zortix