In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs the risks of Berkshire’s huge Apple stake; discusses Berkshire’s valuation; & explains why the stock should beat the S&P 500. He also talks about avoiding charlatans and living with integrity.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:38 - Why Chris Bloomstran says it’s so valuable to study Berkshire Hathaway.
05:04 - How Warren Buffett thinks about intelligent asset allocation.
06:59 - How share buybacks are mishandled by many companies. 
11:30 - How he values Berkshire, & why it should outperform the S&P 500.
20:40 - Why most investors shouldn’t pick stocks for themselves.
29:16 - How Chris manages his time.
40:28 - How he’s risen above a painfully difficult childhood.
43:42 - Why the key to investing success is a fierce work ethic.
44:57 - What his football coaches taught him about integrity & kindness.
54:10 - How Chris uses social media to criticize what he calls “charlatan promotion.”
58:41 - What he thinks of Berkshire’s huge stake in Apple.
1:08:15 - What a legendary golfer taught him about how to live.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

Chris Bloomstran’s firm Semper Augustus Investments Group

Chris Bloomstran’s 2022 Letter to Clients: “Crazy Train”

William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book

Listen to Stig Brodersen’s April 2023 interview with Chris Bloomstran, or watch the video.

Follow Chris Bloomstran on X (AKA Twitter)

Follow William Green on X (AKA Twitter)

SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Sun Life

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs the risks of Berkshire’s huge Apple stake; discusses Berkshire’s valuation; & explains why the stock should beat the S&P 500. He also talks about avoiding charlatans and living with integrity.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:38 - Why Chris Bloomstran says it’s so valuable to study Berkshire Hathaway.

05:04 - How Warren Buffett thinks about intelligent asset allocation.

06:59 - How share buybacks are mishandled by many companies. 

11:30 - How he values Berkshire, & why it should outperform the S&P 500.

20:40 - Why most investors shouldn’t pick stocks for themselves.

29:16 - How Chris manages his time.

40:28 - How he’s risen above a painfully difficult childhood.

43:42 - Why the key to investing success is a fierce work ethic.

44:57 - What his football coaches taught him about integrity & kindness.

54:10 - How Chris uses social media to criticize what he calls “charlatan promotion.”

58:41 - What he thinks of Berkshire’s huge stake in Apple.

1:08:15 - What a legendary golfer taught him about how to live.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Chris Bloomstran’s firm Semper Augustus Investments Group

Chris Bloomstran’s 2022 Letter to Clients: “Crazy Train”
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book

Listen to Stig Brodersen’s April 2023 interview with Chris Bloomstran, or watch the video.
Follow Chris Bloomstran on X (AKA Twitter)
Follow William Green on X (AKA Twitter)


SPONSORS

Support our free podcast by supporting our sponsors:


River
Toyota
Sun Life
AFR
The Bitcoin Way
AT&T
Sound Advisory
Industrious
Range Rover
iFlex Stretch Studios
Meyka
Yahoo! Finance
Vacasa
Briggs & Riley
Public
American Express
USPS
Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Twitter Mentions