Buffett: Problem with Trump is he never went right

christiefan915

Catalyst
Contributor
In the spring of 1991, Warren Buffett, the legendary investor and founder of Berkshire Hathaway, gave three lectures at Notre Dame to MBA and undergraduate students where the topic of Donald Trump came up. During those speeches, which you can find on TilsonFunds.com, an audience member asked Buffett where the real-estate developer went wrong at that time in his career. Buffett blamed Trump’s use of leverage, or borrowed money.

“He simply got infatuated with how much money he could borrow, and he did not give enough thought to how much money he could pay back,” Buffett said. In 1991, The Trump Taj Mahal, an Atlantic City casino that opened the year prior, filed for Chapter 11 bankruptcy protection. A year later, The Trump Plaza Hotel would also file for bankruptcy protection.

“It’s interesting why smart people go astray. That’s one of the most interesting things in business. I’ve seen all sorts of people with terrific IQs that end up flopping in Wall Street or business because they beat themselves. They have 500 horsepower engines, and get 50 horsepower out of them. Or, worse than that, they have their foot on the brake and the accelerator at the same time. They really manage to screw themselves up,” Buffett told the students.

Here’s what Buffett said about the now-presumptive Republican nominee twenty-five years ago: Where did Donald Trump go wrong?

“The big problem with Donald Trump was he never went right. He basically overpaid for properties, but he got people to lend him the money. He was terrific at borrowing money. If you look at his assets, and what he paid for them, and what he borrowed to get them, there was never any real equity there. He owes, perhaps, $3.5 billion now, and, if you had to pick a figure as to the value of the assets, it might be more like $2.5 billion. He’s a billion in the hole, which is a lot better than being $100 in the hole because if you’re $100 in the hole, they come and take the TV set. If you’re a billion in the hole, they say ‘hang in there Donald.’

https://www.yahoo.com/finance/news/...on-trump-at-notre-dame-in-1991-134008040.html
 
Real estate is all about OPM. Some are more aggressive with it then others. There's a reason many a long time developer has made and lost multiple fortunes over a career
 
How can this be?

Isn't his great business success a major reason that Trumpists adore him?

They look at his "successes" and think he's going to grow the economy times ten.

As "she who must not be named" stated: "Trump's written a lot of business books and they all seem to end with Chapter 11." ;)
 
In the spring of 1991, Warren Buffett, the legendary investor and founder of Berkshire Hathaway, gave three lectures at Notre Dame to MBA and undergraduate students where the topic of Donald Trump came up. During those speeches, which you can find on TilsonFunds.com, an audience member asked Buffett where the real-estate developer went wrong at that time in his career. Buffett blamed Trump’s use of leverage, or borrowed money.

“He simply got infatuated with how much money he could borrow, and he did not give enough thought to how much money he could pay back,” Buffett said. In 1991, The Trump Taj Mahal, an Atlantic City casino that opened the year prior, filed for Chapter 11 bankruptcy protection. A year later, The Trump Plaza Hotel would also file for bankruptcy protection.

“It’s interesting why smart people go astray. That’s one of the most interesting things in business. I’ve seen all sorts of people with terrific IQs that end up flopping in Wall Street or business because they beat themselves. They have 500 horsepower engines, and get 50 horsepower out of them. Or, worse than that, they have their foot on the brake and the accelerator at the same time. They really manage to screw themselves up,” Buffett told the students.

Here’s what Buffett said about the now-presumptive Republican nominee twenty-five years ago: Where did Donald Trump go wrong?

“The big problem with Donald Trump was he never went right. He basically overpaid for properties, but he got people to lend him the money. He was terrific at borrowing money. If you look at his assets, and what he paid for them, and what he borrowed to get them, there was never any real equity there. He owes, perhaps, $3.5 billion now, and, if you had to pick a figure as to the value of the assets, it might be more like $2.5 billion. He’s a billion in the hole, which is a lot better than being $100 in the hole because if you’re $100 in the hole, they come and take the TV set. If you’re a billion in the hole, they say ‘hang in there Donald.’

https://www.yahoo.com/finance/news/...on-trump-at-notre-dame-in-1991-134008040.html

Isn't that just messed up!
 
What am I missing here? He calls himself the king of debt. Real estate developers and debt are nothing new
 
What am I missing here? He calls himself the king of debt. Real estate developers and debt are nothing new

If he calls himself the king of debt how is he supposed to "fix" the economy when he can't manage his own businesses? Chapter 11 is supposed to be a last resort, not a convenience to get out of bad deals.
 
If he calls himself the king of debt how is he supposed to "fix" the economy when he can't manage his own businesses? Chapter 11 is supposed to be a last resort, not a convenience to get out of bad deals.

You don't listen to Desh enough when she says debt is just a tool. :)

Well Hillary Clinton claims to have left the white house dead broke. What does that say about her ability to manage money?
 
You don't listen to Desh enough when she says debt is just a tool. :)

Well Hillary Clinton claims to have left the white house dead broke. What does that say about her ability to manage money?

Of course she wasn't dead broke, that was a silly thing to say. But neither is she boasting about being a financial genius.
 
It all seems like such a fraud.

He's not "really rich." He can't self-fund. He won't release his tax returns.

I genuinely have no idea who Trump is. I haven't believed much of what he has said, but I never doubted that he's rich. Now, I doubt that he's rich.
 
It all seems like such a fraud.

He's not "really rich." He can't self-fund. He won't release his tax returns.

I genuinely have no idea who Trump is. I haven't believed much of what he has said, but I never doubted that he's rich. Now, I doubt that he's rich.

I doubt he's as rich as he says. And I think he's afraid, very afraid to release those tax returns because then the world will know he's not as rich as he says.
 
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