TIP346: Masterclass in Valuation w/ Chris Bloomstran

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

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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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