TIP346: Masterclass in Valuation w/ Chris Bloomstran

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 25 April 2021

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks. IN THIS EPISODE, YOU'LL LEARN: How to value a company’s equity portfolio 4 methods to estimate the intrinsic value of Berkshire Hathaway Why Berkshire Hathaway, contrary to popular belief, doesn’t have a lot of cash on its balance sheet How to size your position based on your valuation and expected performance BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Read Chris Bloomstran’s website Read Chris Bloomstran’s letters to his clients Tobias Carlisle’s interview with Chris Bloomstran Buffett resource on CNBC NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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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Transcript

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0:00.0	You're listening to TIP.
0:02.6	On today's show, I sit down with famous investor Chris Brumstrom from Semper Augustus.
0:07.3	Chris is giving us a masterclass in equity valuation techniques, and since we only one week
0:12.1	from the Berkshire weekend, we decided to focus on Berkshire Hathaway.
0:16.2	That being said, the timeless principles that Chris explains here to us can be used for
0:20.6	all businesses.
0:21.6	I regard Chris Brumstrom to be one of the smartest people whenever it comes to valuation
0:25.8	of stocks, if not the smartest.
0:28.1	It's no surprise that he's heavily followed on the aroma alongside investors like Warren
0:32.4	Buffett and Howard Marx.
0:34.3	Make sure to listen to this masterclass, and when you're done, you should relisten.
0:38.5	Let's jump to it.
0:40.3	You are listening to THE Investors Podcast.
0:46.4	Where we study the financial markets and read the books that influence self-made billionaires
0:50.8	the most.
0:51.8	We keep you informed and prepared for the unexpected.
1:03.8	I'm your host, Stake Brodison, and you're listening to THE Investors Podcast, and I've been looking
1:08.1	forward to this interview for months.
1:10.7	With us today, Liz and gentlemen, we have Chris Brumstrom from Semper Augustus.
1:14.8	Chris, welcome on the show.
1:16.8	Stake, great of you to invite me, a big fan of the pod, and it's genuine honor to be
1:22.3	here.
	...

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