438 TIP. Berkshire Hathaway Masterclass w/ Chris Bloomstran

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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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