Research library
49 clear, source-linked guides for investors who want to understand corporate events before they become a market narrative. Start with the source; follow the company thread.
Buffett Partnership case studies
Twenty-eight case files plus a master index. Each distinguishes a named fact from an anonymous result, later reconstruction or unresolved gap in the source record.
Buffett Partnership case studies
A source-linked index of the 28 Buffett Partnership special-situation case files, including disclosed capital, timelines, theses and outcomes.
Buffett Partnership case studies
The named Buffett Partnership work-out: public deal terms, capital structure, a delayed tax ruling and reported annualised returns.
Buffett Partnership case studies
How to read a historically plausible Buffett Partnership case without pretending the letters prove more than they do.
Buffett Partnership case studies
A case study in evidence discipline: a secondary portfolio claim without enough primary support to calculate a thesis or return.
Buffett Partnership case studies
A rare direct look at Buffett using a short position to isolate a corporate-action spread from general market risk.
Buffett Partnership case studies
Why an exceptional category return should not be reverse-engineered into a falsely certain individual case study.
Buffett Partnership case studies
A source-linked study of the 1965 workout bucket, where one unnamed transaction supplied more than half the profit.
Buffett Partnership case studies
The 1966 Partnership workout portfolio, its lumpy realisations and its reported 22.4% category result.
Buffett Partnership case studies
The year the Partnership committed more event-driven capital yet earned only 0.89% in the workout category.
Buffett Partnership case studies
How Buffett's disclosed 1968 workout result illustrates the power - and statistical danger - of lumpy event-driven returns.
Buffett Partnership case studies
A source-led account of the final Partnership-year workout setback and the risk of a changing regulatory regime.
Buffett Partnership case studies
The early bridge between deep-value investing and self-created catalysts in the Buffett Partnership record.
Buffett Partnership case studies
The Partnership's Commonwealth Trust position: a $51 average cost, an $80 block sale and a merger catalyst without a fixed timetable.
Buffett Partnership case studies
A disciplined look at the late-1958 opportunity that led Buffett to sell Commonwealth Trust - without guessing its name.
Buffett Partnership case studies
A detailed source-linked account of how Buffett targeted Sanborn's investment portfolio and created a corporate-action catalyst.
Buffett Partnership case studies
How Dempster Mill moved from a net-net stock to a controlled working-capital release and an approximately $80-per-share realisation.
Buffett Partnership case studies
Why a value investment that exits through a tender should not automatically be counted as merger arbitrage from the start.
Buffett Partnership case studies
The anonymous tender that produced a large profit but ended Buffett's hoped-for accumulation of a much bigger position.
Buffett Partnership case studies
How a cheap textile stock became a controlled capital-allocation vehicle - and why no honest BPL exit return can be printed.
Buffett Partnership case studies
A source-conscious case study of the American Express scandal thesis, the $13 million later-disclosed cost and the distinction from a work-out.
Buffett Partnership case studies
The Texas Gulf asset sale, estimated shareholder distribution and the evidence limit on calling it a confirmed Buffett work-out.
Buffett Partnership case studies
A reconstructed Buffett Partnership position that moved from takeover speculation into a completed Union Oil merger.
Buffett Partnership case studies
How an antitrust-adjacent, restricted position turned into a question of market impact, underwriting risk and patient disposal.
Buffett Partnership case studies
Why DRC was less a single work-out than a structure for buying, improving and recycling capital across whole businesses.
Buffett Partnership case studies
A whole-business purchase through DRC: approximate capital, the 1969 sale terms and why the available record does not support a neat IRR.
Buffett Partnership case studies
A counterpoint to Hochschild, Kohn: why control sometimes means leaving an excellent operator alone rather than forcing a catalyst.
Buffett Partnership case studies
The purchase that turned control investing from asset release into a platform for insurance float and recurring investable capital.
Buffett Partnership case studies
A profitable control investment where banking law, not business quality, eventually forced an exit.
Buffett Partnership case studies
Why the small Berkshire operations belong in a complete control-investing record but should not be mislabelled as classic work-outs.
Buffett Partnership lens
Ten event-driven ideas grounded in Buffett's 1957-1969 Partnership letters: work-outs, liquidations, tender offers, spin-offs and control situations.
Buffett Partnership lens
A practical introduction to special situations: identify the event, value the outcome, price the risk and track the timetable.
Buffett Partnership lens
What Warren Buffett meant by a work-out, and how to analyse a publicly announced corporate event without relying on rumours.
Buffett Partnership lens
A filing-first guide to analysing an announced merger: consideration, approvals, timeline, dilution and deal-break risks.
Buffett Partnership lens
How to analyse a liquidation or asset sell-out by separating stated proceeds, timing, claims and completion risk.
Buffett Partnership lens
A practical checklist for reading a tender offer: price, size, proration, conditions, settlement and what remains after the offer.
Buffett Partnership lens
A straightforward framework for reading a demerger or spin-off: business perimeter, debt, entitlement, approvals and the new research questions.
Buffett Partnership lens
The Sanborn Map case shows how an overlooked investment portfolio and a weak operating business can create a demanding asset-value research problem.
Buffett Partnership lens
What the Dempster Mill case teaches about buying assets cheaply, improving operations and avoiding simplistic turnaround stories.
Buffett Partnership lens
A clear explanation of control situations: why price, governance, capital allocation and time matter more when ownership can influence outcomes.
Buffett Partnership lens
Why event-driven investors should build a calendar of disclosures, conditions and failure points instead of relying on the first announced date.
Indian filing guide
Ten practical guides to the Regulation 30 events that can change an Indian listed company's research case.
Indian filing guide
How SEBI Regulation 30 disclosures can surface special situations before a market narrative forms - and how to read them responsibly.
Indian filing guide
A practical checklist for analysing a rights issue: use of proceeds, issue terms, dilution, underwriting and promoter participation.
Indian filing guide
How to read a QIP or preferential issue by focusing on recipient, price, dilution, warrants and the stated use of proceeds.
Indian filing guide
How to read buybacks, bonus issues and stock splits without mistaking a capital-market mechanic for evidence of business quality.
Indian filing guide
A filing-first framework for acquisitions and business disposals: what is bought or sold, at what price, how it is funded and what changes next.
Indian filing guide
How to read capacity-expansion filings by separating announcement, capex, commissioning, utilisation and demand evidence.
Indian filing guide
A research checklist for large orders and strategic tie-ups: customer, contract value, duration, cancellation, margins and execution risk.
Indian filing guide
How to read board, auditor and senior-management changes with context: reason, timing, replacement, role, succession and related disclosures.
Indian filing guide
How to read a debt-stress filing by separating overdue amounts, lender action, resolution terms, operating cash flow and insolvency stages.
Indian filing guide
A disciplined way to read forensic audits, regulatory notices, enforcement actions and litigation disclosures without jumping to conclusions.
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