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We Study Billionaires - The Investor’s Podcast Network
RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran
Sep 17, 2023
01:13:29
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Chris Bloomstran, President & Chief Investment Officer of Semper Augustus, discusses studying Berkshire Hathaway & Warren Buffett, the risks of Berkshire's Apple stake, Berkshire's valuation, and the importance of integrity in investing. He also shares lessons on managing time, rising above a difficult childhood, and using social media to criticize charlatans. Plus, insights on rational asset allocation, analyzing company profitability, and the impact of football experience on investing.
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Quick takeaways
- Studying Berkshire Hathaway provides valuable insights on rational asset allocation and ethical company management.
- Capital allocation is critical for a company's success, focusing on factors like return on capital and avoiding excessive leverage.
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The Importance of Studying Berkshire Hathaway
Studying Berkshire Hathaway can provide valuable insights on rational asset allocation and running a company ethically. Berkshire has been successful due to its focus on growing book value per share and making rational acquisitions. Warren Buffett, as the largest shareholder, aligns the company's interests with the shareholders. Berkshire's alignment and treatment of shareholders, along with factors like lack of abuse in accounting and making intelligent acquisitions, make it a model for CEOs and investors.
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