438 TIP. Berkshire Hathaway Masterclass w/ Chris Bloomstran

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today’s show. Semper Augustus has an outstanding track record with a CAGR of 9.2% after fees (10.0% before fee) since his fund’s inception on 2/28/1999 compared to 8.1% for the S&P500.

There is no one in the space we respect as much as Chris Bloomstran when evaluating the intrinsic value of Berkshire Hathaway.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:01:05 – How is the S&P500 currently valued
00:05:17 – Whether investors still dollar cost average into the S&P500
00:17:27 – How much of the S&P500 return has come from the big five tech companies
00:23:03 – What can and more importantly, can’t you read from the 13F filings
00:28:26 – Was Berkshire Hathaway’s acquisition of Alleghany a good investment?
00:39:45 – What stood out in Warren Buffett’s last letter
00:44:51 – How will inflation impact Berkshire Hathaway?
01:00:59 – How will the interest rate hikes in 2022 impact Berkshire Hathaway
01:08:14 – What are Berkshire Hathaway’s normalized earnings?
01:19:47 – What is the intrinsic value of Berkshire Hathaway?

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▶️PAST EPISODES MENTIONED
– TIP346: Masterclass In Valuation W/ Chris Bloomstran – https://youtu.be/b1FMYZ7C9r8

💡OTHER RESOURCES
– Stig’s Twitter Account –
– Chris’ Twitter Account – https://twitter.com/ChrisBloomstran
– Chris Bloomstran’s Website – https://www.semperaugustus.com
– Chris Bloomstran’s Letters to His Clients – https://www.semperaugustus.com/clientletter

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