
We Study Billionaires - The Investor’s Podcast Network
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
Apr 30, 2023
Chris Bloomstran, a legendary investor from Semper Augustus with an impressive 11.5% CAGR, shares his profound insights on valuing Berkshire Hathaway. He delves into the intrinsic value of the conglomerate, discussing the misleading aspects of the price-to-book ratio. Bloomstran highlights the significant worth of Berkshire's insurance business compared to its energy and rail sectors. He also explains how maintenance capital expenditures relate to depreciation and where investors can safely park cash within Berkshire's diverse portfolio.
01:27:49
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