Mentioned On
Episode Mentions
Ken McElroy Show · May 5, 2026
BREAKING: Warren Buffett Just Made Huge Prediction (Investors Beware)
“Berkshire subsidiary manufacturing modular homes; sells 1,000 sq ft homes for ~$240K all-in; key example of Buffett's real estate exposure through manufacturing”
Warren Buffett's inflation concerns and runaway inflation risk managementReal estate depreciation and tax benefits omitted from Buffett's public investment thesisBerkshire Hathaway's hidden real estate exposure through financing and manufacturing
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The Knowledge Project · Dec 30, 2025
The Outlier Playbook: The Patterns Behind Enduring Success
“Jim Clayton built mobile home quality system with systematic measurement, created financing and insurance, and invested during 1974 crash”
Resilience and adversity as competitive advantageAction bias and decision-making under uncertaintyBusiness system design and operational simplification
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