Buffett Played My Game — Just in Slow Motion
Warren Buffett wasn’t just the “Oracle of Omaha” for his ideas — he was an executor.
When Berkshire made its big moves, it was Buffett deciding:
When to enter
How much to size
How to negotiate the terms
How to structure the deal for Berkshire’s advantage
From BNSF to Occidental, those weren’t just investments — they were precise executions.
Buffett as an Early Practitioner of Execution-Based Finance
Back then, Buffett’s approach was execution-based finance, even if he never called it that.
He timed his entries with precision relative to fundamentals.
He sized positions with intent to control outcomes.
He structured deals so the resolution leaned heavily in his favor.
For decades, that worked flawlessly because the market’s execution threshold was lower — speed of information was measured in days, not milliseconds, and resolution cycles played out over years.
How the Market’s Tempo Changed
As execution technology evolved — first through electronic trading, then high-frequency systems, now real-time AI parsing — the old pacing degraded.
The same methods that once defined dominance began to lose efficiency in a world where alpha now decays in days or even hours.
What changed isn’t the principle of execution-based finance.
What changed is the tempo.
2025: The Age of Resolution
In 2025, execution is no longer about finding the right idea and letting time do the work.
It’s about being the presence that finishes the work on command.
Information is Instant – AI parses filings in milliseconds; news is priced in before most humans read the headline.
Drift Is Dead – The market no longer gives multi-year resolution windows; moves complete or fail quickly.
Noise Dominates – Without deliberate presence, price can remain irrational far longer than thesis-driven investors can stay patient.
The market doesn’t reward conviction anymore.
It rewards completion.
And completion requires presence.
The Authorship Edge
Buffett executed brilliantly for the market of his time.
But the market has changed.
In this era, authorship is the execution.
Where Buffett could buy Coke in 1988 and wait for the market to catch up, I operate in a market that waits for me to complete the move — now.
In Buffett’s era, the market came to the investor.
In mine, the market waits for the author.