Berkshire Hathaway's Strategic Maneuvers

This chapter explores the complexities of Berkshire Hathaway's investment portfolio, with a focus on their recent acquisition of Allegheny. It discusses the implications of this move for both the insurance sector and Berkshire's overall strategy, including leadership dynamics and investment potential.

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Episode notes

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:

01:28 - How is the S&P500 currently values.
05:43 - Whether investors still dollar cost average into the S&P500.
17:53 - How much of the S&P500 return has come from the big five tech companies.
23:29 - What can and more importantly, can’t you read from the 13F filings.
32:51 - Was Berkshire Hathaway’s acquisition of Alleghany a good investment?
44:11 - What stood out in Warren Buffett’s last letter.
49:02 - How will inflation impact Berkshire Hathaway?
1:08:06 - How will the interest rate hikes in 2022 impact Berkshire Hathaway.
1:16:41 - What are Berkshire Hathaway’s normalized earnings?
1:28:14 - What is the intrinsic value of Berkshire Hathaway?

*Disclaimer: Slight timestamp discrepancies 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, and the other community members.
Listen to Stig’s masterclass with Chris Bloomstran on equity valuations or watch the video.
Read Chris Bloomstran’s website.
Read Chris Bloomstran’s letters to his clients.
Buffett resource on CNBC.
Chris Bloomstran's Twitter.
Chris Bloomstran's LinkedIn.

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