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?
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▶️PAST EPISODES MENTIONED
- TIP346: Masterclass In Valuation W/ Chris Bloomstran - • TIP346: Masterclass In...
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