The Grant Williams Podcast: Chris Bloomstran, Semper Augustus Investments Group - Preview

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 26 April 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Chris Bloomstran recently questioned Ark Investment’s open-sourced research model on Twitter which resulted in him engaging with Ark analyst Brett Winton in a very public forum about a certain electric car company. For anyone who witnessed the exchange, it spoke volumes about the difference between what passes for analysis today and the kind of rigour displayed by those who have honed their craft in times of far more scrutiny. Chris and Grant discuss that exchange, the company in question, what Chris learned from the discussion and how it recalls similar experiences he witnessed during the dotcom bubble of the late-1990s. This is a discussion all value investors will relish but, given the euphoria surrounding markets today, it serves as an invaluable reality check for those believing they only go in one direction.

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.2	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	We're about to listen to a free preview of my most recent podcast conversation with Chris
0:43.0	Bloomstrand of simple Augustus investments.
0:46.2	What began as an exploration into the different levels of understanding around expectations
0:50.5	for Tesla's future as a business, morphed into a discussion about value investing's
0:54.9	place in the world, and a look back at the madness of the dot com bubble with a man who
0:59.6	made some highly controversial calls about internet darling stocks that came in for heavy
1:04.4	criticism at the time only to be proven spectacularly accurate later on.
1:09.6	Are you any bills?
1:12.2	Every episode of the Grant Williams podcast including the end game, the super terrific happy
1:16.0	hour and the narrative game is available to copper and silver tier subscribers at my website
1:21.4	grant bash Williams dot com copper tier subscribers get access to all the podcasts while members
1:27.2	of the silver tier get both the podcasts and my monthly newsletter things that make you
1:31.3	go hmm so if you enjoy what you heard on the show and you want more high quality content
1:36.6	like it, please make your way over to grant bash Williams dot com and join our exciting
1:41.5	community today and with that enjoy the show.
1:52.2	Okay, welcome to the podcast is so great to have you thanks for making the time.
1:55.6	Well, Grant, I've been a huge fan of all your pods and it's just an absolute pleasure to be here with you.
	...

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