AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Introduction
The importance of studying Berkshire Hathaway and the lessons that investors and CEOs can learn from Warren Buffett, including topics such as capital allocation, share buybacks, treating shareholders as partners, investment in Apple, and the expectations of Berkshire outperforming the S&P 500.
In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs the risks of Berkshire’s huge Apple stake; discusses Berkshire’s valuation; & explains why the stock should beat the S&P 500. He also talks about avoiding charlatans and living with integrity.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:38 - Why Chris Bloomstran says it’s so valuable to study Berkshire Hathaway.
05:04 - How Warren Buffett thinks about intelligent asset allocation.
06:59 - How share buybacks are mishandled by many companies.
11:30 - How he values Berkshire, & why it should outperform the S&P 500.
20:40 - Why most investors shouldn’t pick stocks for themselves.
29:16 - How Chris manages his time.
40:28 - How he’s risen above a painfully difficult childhood.
43:42 - Why the key to investing success is a fierce work ethic.
44:57 - What his football coaches taught him about integrity & kindness.
54:10 - How Chris uses social media to criticize what he calls “charlatan promotion.”
58:41 - What he thinks of Berkshire’s huge stake in Apple.
1:08:15 - What a legendary golfer taught him about how to live.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode