Understanding Valuation and Opportunity Cost in Investments

This chapter explores the complexities of valuation in investment decisions, emphasizing the significance of opportunity cost. It also features insights from financial experts and includes a segment aimed at enhancing listeners' financial knowledge.

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On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks.

IN THIS EPISODE, YOU'LL LEARN:

How to value a company’s equity portfolio
4 methods to estimate the intrinsic value of Berkshire Hathaway
Why Berkshire Hathaway, contrary to popular belief, doesn’t have a lot of cash on its balance sheet
How to size your position based on your valuation and expected performance

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Read Chris Bloomstran’s website
Read Chris Bloomstran’s letters to his clients
Tobias Carlisle’s interview with Chris Bloomstran
Buffett resource on CNBC

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