TIP625: Berkshire Hathaway w/ Chris Bloomstran
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the valuation of Berkshire Hathaway and features insights from a leading expert in finance. It also discusses critical factors affecting S&P 500 returns, offering valuable information for investors looking to enhance their understanding of market dynamics.
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 compounded annual growth rate of 11.5% on equities since his fund's inception on 2/28/1999, compared to 7.6% for the S&P500.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:37 - The impact of holding cash on your portfolio returns.
24:07 - How to understand the five different components that make up stock market returns.
33:14 - How to estimate the expected return of being invested in the S&P500.
40:57 - What the intrinsic value of Berkshire Hathaway is.
45:51 - How Berkshire Hathaway has allocated capital since 2018.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Stig’s 2023 masterclass with Chris Bloomstran on valuing Berkshire Hathaway | YouTube Video.
- Stig’s 2022 masterclass with Chris Bloomstran on valuing Berkshire Hathaway | YouTube Video.
- Stig’s masterclass with Chris Bloomstran on equity valuations | YouTube Video.
- Chris Bloomstran’s website.
- Read Chris Bloomstran’s letters to his clients.
- Buffett resource on CNBC.
- Check out all the books mentioned and discussed in our podcast episodes here.
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