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Intro

0:00

How is the S&P500 currently valued

1:05

Whether investors still dollar cost average into the S&P500

5:17

How much of the S&P500 return has come from the big five tech companies

17:27

What can and more importantly, can’t you read from the 13F filings

23:03

Was Berkshire Hathaway’s acquisition of Alleghany a good investment?

28:26

What stood out in Warren Buffett’s last letter

39:45

How will inflation impact Berkshire Hathaway?

46:11

How will the interest rate hikes in 2022 impact Berkshire Hathaway

1:01:19

What are Berkshire Hathaway’s normalized earnings?

1:09:34

What is the intrinsic value of Berkshire Hathaway?

1:21:07
Berkshire Hathaway | All you need to know w/ Chris Bloomstran (TIP438)
289Likes
16,655Views
2022Apr 9
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: 00:00:00 - Intro 00:01:05 - How is the S&P500 currently valued 00:05:17 - Whether investors still dollar cost average into the S&P500 00:17:27 - How much of the S&P500 return has come from the big five tech companies 00:23:03 - What can and more importantly, can’t you read from the 13F filings 00:28:26 - Was Berkshire Hathaway’s acquisition of Alleghany a good investment? 00:39:45 - What stood out in Warren Buffett’s last letter 00:46:11 - How will inflation impact Berkshire Hathaway? 01:01:19 - How will the interest rate hikes in 2022 impact Berkshire Hathaway 01:09:34 - What are Berkshire Hathaway’s normalized earnings? 01:21:07 - What is the intrinsic value of Berkshire Hathaway? ☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup. ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/27QL... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com ▶️PAST EPISODES MENTIONED 💡OTHER RESOURCES ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑   📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    • 💰 We Study Billionaires 🥇   🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵   💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook:   / theinvestorspodcast   👔 Linkedin:   / the-investor's-podcast   🐦Twitter:   / tip_network   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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