W
We Study Billionaires - The Investor’s Podcast
Guest
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 compounded annual growth rate of 11.5% on equities since his fund's inception on 2/28/1999, compared to 7.6% for the S&P500.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:37 - The impact of holding cash on your portfolio returns.
24:07 - How to understand the five different components that make up stock market returns
33:14 - How to estimate the expected return of being invested in the S&P500
40:57 - What the intrinsic value of Berkshire Hathaway is
45:51 - How Berkshire Hathaway has allocated capital since 2018
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:37 - The impact of holding cash on your portfolio returns.
24:07 - How to understand the five different components that make up stock market returns
33:14 - How to estimate the expected return of being invested in the S&P500
40:57 - What the intrinsic value of Berkshire Hathaway is
45:51 - How Berkshire Hathaway has allocated capital since 2018
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Stig’s 2023 masterclass with Chris Bloomstran on valuing Berkshire Hathaway | YouTube Video.
- Stig’s 2022 masterclass with Chris Bloomstran on valuing Berkshire Hathaway | YouTube Video.
- Stig’s masterclass with Chris Bloomstran on equity valuations | YouTube Video.
- Chris Bloomstran’s website.
- Read Chris Bloomstran’s letters to his clients.
- Buffett resource on CNBC.
- Check out all the books mentioned and discussed in our podcast episodes here.
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- Browse through all our episodes (complete with transcripts) here.
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SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- CI Financial
- Meyka
- Fundrise
- Yahoo! Finance
- Long Angle
- iFlex Stretch Studios
- Public
- American Express
- Shopify
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...