We Study Billionaires - The Investor’s Podcast Network
TIP625: Berkshire Hathaway w/ Chris Bloomstran
Apr 21, 2024
Chris Bloomstran, a legendary investor from Semper Augustus with an impressive 11.5% compounded growth rate, shares his insights on valuing Berkshire Hathaway. He dives into the complexities of capital allocation, emphasizing the importance of cash management in portfolio performance. Bloomstran discusses the five components of stock market returns and provides a thoughtful analysis of Berkshire's intrinsic value and its capital strategies. Plus, he highlights the ethical obligations of investors and the importance of preparation in uncovering investment opportunities.
01:16:56
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Quick takeaways
- Cash reserves impact portfolio returns but strategic capital deployment is key for optimal performance.
- Managing cash reserves and capital allocation are crucial for long-term investment success.
Deep dives
Chris Brunstren's Exceptional Track Record Highlights Investment Success
Chris Brunstren, along with his company Semper Augustus, has displayed an impressive investment track record. Since 1999, their returns have averaged 11.5% compared to 7.6% for the S&P 500. This outstanding performance translates to nearly $15 return for each dollar invested with Chris, significantly surpassing the S&P 500's return of $8 per dollar.
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