TIP346: Masterclass in Valuation w/ Chris Bloomstran

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By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

  • Read Chris Bloomstran’s website
  • Read Chris Bloomstran’s letters to his clients
  • Tobias Carlisle’s interview with Chris Bloomstran
  • Buffett resource on CNBC
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  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors

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390 episodes