Intro

This chapter delves into equity valuation techniques through the lens of Berkshire Hathaway, showcasing insights from the speaker's two decades as a shareholder. It encourages listeners to engage deeply with fundamental research principles to enhance their understanding of valuing businesses.

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Episode notes

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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