Episode Details

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 

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts. 

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Range Rover
• Vacasa
• AT&T
• The Bitcoin Way
• USPS
• American Express
• Onramp
• Found
• SimpleMining
• Public
• Shopify

HELP US OUT!

Help us reach new listeners by lea