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
00:46:11 - How will inflation impact Berkshire Hathaway?
01:01:19 - How will the interest rate hikes in 2022 impact Berkshire Hathaway
01:09:34 - What are Berkshire Hathaway’s normalized earnings?
01:21:07 - What is the intrinsic value of Berkshire Hathaway?
☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping - that’s more than 40 cups of coffee for free! To get started, take the quiz at drinktrade.com/TIP, and start the journey to your perfect cup.
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: link.chtbl.com/WSB438
🖊️ Access our free show notes and transcript here: www.theinvestorspodcast.com
▶️PAST EPISODES MENTIONED
- TIP346: Masterclass In Valuation W/ Chris Bloomstran - • TIP346: Masterclass In...
💡OTHER RESOURCES
- Stig's Twitter Account - / stig_brodersen
- Chris' Twitter Account - / chrisbloomstran
- Chris Bloomstran’s Website - www.semperaugustus.com
- Chris Bloomstran’s Letters to His Clients - www.semperaugustus.com/client...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:
₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: • ⚡️ Bitcoin Fundamentals 🔑
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: • 💰 We Study Billionaires 🥇
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: • 🏠 Real Estate 101 💵
💸Get introduced to the world of investing with our Millennial Investing podcast show: • 💸 Millennial Investing 🎯
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
FOLLOW US ON SOCIAL MEDIA📱:
💻 Facebook: / theinvestorspodcast
👔 Linkedin: / the-investor's-podcast
🐦Twitter: / tip_network
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
Download Stig & Preston's 1-page checklist for finding great stock picks: www.theinvestorspodcast.com/f...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
Негізгі бет Berkshire Hathaway | All you need to know w/ Chris Bloomstran (TIP438)
Пікірлер: 18