TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 10 April 2022

⏱️ 97 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN:

01:28 - How is the S&P500 currently values.
05:43 - Whether investors still dollar cost average into the S&P500.
17:53 - How much of the S&P500 return has come from the big five tech companies.
23:29 - What can and more importantly, can’t you read from the 13F filings.
32:51 - Was Berkshire Hathaway’s acquisition of Alleghany a good investment?
44:11 - What stood out in Warren Buffett’s last letter.
49:02 - How will inflation impact Berkshire Hathaway?
1:08:06 - How will the interest rate hikes in 2022 impact Berkshire Hathaway.
1:16:41 - What are Berkshire Hathaway’s normalized earnings?
1:28:14 - What is the intrinsic value of Berkshire Hathaway?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES:

Stig’s masterclass with Chris Bloomstran on equity valuations.
Read Chris Bloomstran’s website.
Read Chris Bloomstran’s letters to his clients.
Buffett resource on CNBC.
Chris Bloomstran's Twitter.
Chris Bloomstran's LinkedIn.
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TIP.
0:02.8	Today's show invited legit investor Chris Broomstrand from Simper Augustus to teach us how
0:08.2	to value Berkshire Hullaway.
0:10.2	Simper Augustus has an outstanding track record for the compounded annual growth rate of
0:14.4	9.2% after fees since exception of the fund in February 1999.
0:20.2	This is compared to 8.1% for the S&P 500.
0:24.0	There is no one in the space I respect as much as Chris Broomstrand when it comes to
0:28.2	valuating Berkshire Hullaway.
0:30.1	So without further ado, here's my conversation with Chris Broomstrand.
0:37.7	You are listening to the Investors Podcast where we study the financial markets and read
0:42.8	the books that influence self-made billionaires the most.
0:45.9	We keep you informed and prepared for the unexpected.
0:58.1	Welcome to the Investors Podcast.
0:59.6	I'm your host, Stickbrotus and Ed.
1:01.8	This doesn't get more excited.
1:03.4	The Berkshire weekend is coming up and we have arguably the leading authority on valuing
1:08.2	Berkshire Hullaway with us here today.
1:10.6	Chris Broomstrand, how are you today, Chris?
1:13.1	Check out wonderful.
1:14.4	Yeah, really looking forward to after a two-year sabbatical now seeing everybody in Omaha.
1:20.3	It's been too long and we're not going to get that many more bites at this apple.
1:23.8	So just counting down a few weeks will certainly be great.
	...

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