The Blog

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: AQR – Is (Systematic) Value Investing Dead? Baumol’s Cost Disease If You’re Confused Right Now, You’re Not Alone This Time Is Different! Berkshire’s Going To Do Better Than The S&P 500 Over The Next Decade … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meeting. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk about that a little bit and I’m going to tie this into your biggest position which … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an excerpt from the episode: Tobias Carlisle: How did you take the news that they hadn’t done much in the way of buybacks … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability. Here’s an excerpt from the interview: Chris Bloomstran: We really haven’t had to whack the machete that much a lot of it is more of a scalpel. If you … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Jake Taylor: Yeah. What did you think about no stimmy at all for any Berkshire companies? Tobias Carlisle: I mean I kind of admire … Read More

During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Transaction. Here’s an excerpt from the interview: Tobias Carlisle: Yeah, I couldn’t agree more. That was the first time I’ve ever bought Berkshire was on the 20th of … Read More

In this episode of The Acquirer’s Podcast Tobias chats with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that manages concentrated equity portfolios of well-run, well-capitalized businesses. During the interview Chris provided some great insights into: Berkshire – Shrinking It’s Way Back To Significant … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerpt from the episode: Tobias Carlisle: I got a good comment on the screen here, is it funny that Ted and Todd … Read More