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

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

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