Did you actually watch the video? He showed a pretty decent way to analyze a candy business. Omaha Candy may be a fictional company, but it's easy to see he's discussing See's Candies (which Berkshire owns).
In the video he even mentions that the candy business is good because the maintenance capex is relatively low (he didnt phrase it like that, but that's what it is) and that profits really only need to be plunged into advertising (basically an example of a high ROIC business since its not very capital intensive).
He's mentioned all of this before in the Berkshire Hathaway shareholder letters -- this is kind of the same thing but in cartoon form. So as a teaching tool, it's pretty good. If you really want more, dig up his partnership letters.
yes I watched the video, do you honestly see kids sitting down and watching that? And if the show will be watched almost exclusively by adults, why use the cartoon format?
Maybe they'll watch it if a teacher forces them to. Sometimes teachers just want to relax and let a video take over for a while. (Their students will still probably find the cartoon format patronizing, but then again people used to watch Captain Planet, voluntarily.)
In the video he even mentions that the candy business is good because the maintenance capex is relatively low (he didnt phrase it like that, but that's what it is) and that profits really only need to be plunged into advertising (basically an example of a high ROIC business since its not very capital intensive).
He's mentioned all of this before in the Berkshire Hathaway shareholder letters -- this is kind of the same thing but in cartoon form. So as a teaching tool, it's pretty good. If you really want more, dig up his partnership letters.