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Navigating Energy Industry Challenges
This chapter explores the significant supply shortage in the energy sector, which complicates production efforts despite rising demand. It also examines Berkshire Hathaway's resilient business model amid these challenges and provides insights into the company's projected growth and investment strategies.
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:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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