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Berkshire Hathaway's Strategic Acquisition
This chapter explores Berkshire Hathaway's acquisition of TransRe, focusing on the financial benefits and strategic alignment with its reinsurance operations. It also discusses key insights from Warren Buffett's shareholder letters, emphasizing their relevance to modern 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:
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