We Study Billionaires - The Investor’s Podcast Network

TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran

127 snips
Apr 27, 2025
Guest
Chris Bloomstran
Chris Bloomstran, a legendary investor from Semper Augustus, shares his expertise on valuing Berkshire Hathaway. He discusses the importance of trust in investing, echoing Warren Buffett's principles. Bloomstran challenges listeners to consider owning 10-year treasuries over the S&P 500 in the coming decade. The conversation dives deep into Berkshire's culture and business model, revealing its intrinsic value and potential for future returns. He also touches on the impact of inflation on capital expenditures and the significance of Buffett’s legacy in value investing.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
ANECDOTE

Trust in Investing: A Personal Tale

  • Chris Bloomstran shares a personal story about his commitment to trust in investing inspired by Warren Buffett's values.
  • He emphasizes the importance of trust in managing money for families and clients, highlighting it as paramount in his career.
INSIGHT

Treasuries Over Stocks Next Decade

  • Chris prefers owning 10-year treasuries over S&P 500 for the next decade due to valuation concerns.
  • He predicts much of the market may face declines from secular peak valuations, favoring risk-free treasury yields.
INSIGHT

Realistic Future Returns for Berkshire

  • Chris cautions against expecting 15%+ future returns from Berkshire Hathaway given current valuations.
  • He estimates realistic long-term returns in the 7% to 9% range, still attractive compared to treasuries and S&P 500.
Get the Snipd Podcast app to discover more snips from this episode
Get the app