Berkshire Fundamentals Desk: Buffett, Munger, Duan & Li Lu Scores Explained
The Berkshire desk turns four investment lenses into one readable card: business quality, valuation, competition, and permanence of risk.
The four master panels
Duan · Business — margins, ROE, revenue quality, whether this is a “good business”.
Buffett · Valuation — PE, FCF yield, PEG/PB style cheapness relative to earnings power.
Munger · Competition — fragility from thin margins, leverage, and failure modes.
Li Lu · Risk — balance sheet stress, liquidity, and what can permanently impair capital.
Composite score vs verdict
Composite score averages the four masters (roughly 1–5). Verdict (BUY / HOLD / WATCH / AVOID) summarizes the desk output for quick scanning.
A high score with weak timing can still be a watchlist name. A strong screener signal with weak fundamentals is often a trap.
Why screener fields are timing only
Bull %, edge, and signal age help with when — not whether the business deserves capital.
Balance Labs keeps STM fields as an overlay so the desk does not inflate scores just because price is moving.
How to read bull / bear points
Bull points should cite durable advantages or valuation support. Bear points should name real failure modes — competition, leverage, regulation, or earnings quality — not generic fear.
If a card shows empty masters or “No bull points yet”, refresh from cache or re-run research; incomplete stubs are not a signal.
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FAQ
Is the Berkshire desk the same as Warren Buffett’s letters?
No. It is a structured AI + fundamentals framework inspired by those lenses, not a copy of Berkshire Hathaway recommendations.
Where do the numbers come from?
Primarily live fundamental packets (Yahoo-style metrics) and optional AI summarization on top of those fields.
What score is “good enough”?
Context matters, but many workflows treat stronger composites (around 3.5+) and non-AVOID verdicts as a practical gate before sizing.