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Reading Buffett's IBM Explanation: What He Actually Wrote

When Warren Buffett invested in IBM, many believed it was a classic Buffett-value move.
But years later, Buffett admitted that his thesis didn’t play out the way he expected — and his shareholder letters reveal the real story behind the investment.

In this video, we walk through:

💻 Why Buffett thought IBM had a durable advantage
📉 What changed inside the company and the industry
📝 What Buffett actually wrote in his annual letters about IBM
🔍 How he analyzed the mistake and why he exited
💡 The investing lessons hidden in his explanation

This breakdown shows how even the greatest investors rethink their assumptions — and what we can learn from Buffett’s candid self-reflection.

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