In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Bloomstran discuss: Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators Neoteny: How Evolutionary Flexibility Applies to Investing Mag Seven Drove 88% of Profit Growth—The Rest of the Market Is Stagnant Most Investors … Read More
Chris Bloomstran: Berkshire’s Win-Win-Win Business Strategy
During his recent interview with Colossus, Chris Bloomstran discusses Berkshire Hathaway’s win-win-win business strategy. This approach underlines the importance of developing a business strategy that benefits not only the company but also its customers and partners. Effective business strategies often involve aligning core operations with broader goals, ensuring that every … Read More
Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And Facebook
In his latest Semper Augustus 2022 Annual Report, Chris Bloomstran provides a comprehensive analysis of the Fab 5 – Apple, Microsoft, Google, Amazon and Facebook, and discusses their future. Here’s an excerpt from the report: If I had to put together a list of companies and their common shares most … Read More
Chris Bloomstran: Don’t Screw Around With A 1% Position If You Know The Business & Its Valuation
In his recent interview with the Graham & Doddsville Newsletter, Chris Bloomstran explains why investors should not screw around with a 1% position if they know the business and its valuation. Here’s an excerpt from the interview: Bloomstran: I got 1% of our capital in each and didn’t expect that … Read More
Chris Bloomstran: Berkshire Hathaway Is A ‘Bond’ That Yields 8.3%
In his recent interview on the Colossus Podcast, Chris Bloomstran explained why Berkshire Hathaway is a ‘bond’ that yields 8.3%. Here’s an excerpt from the podcast: Bloomstran: I look at Berkshire. If you’ve got $50 billion in economic earning power today on a business that now has a market cap … Read More
Chris Bloomstran: Why You Should Never Doubt Warren Buffett Has Lost His Touch
In his recent Berkshire Hathaway Discussion Panel, Chris Bloomstran discusses why you should never doubt Warren Buffett has lost his touch. Here’s an excerpt from the discussion: Bloomstran: If anybody thinks that the chairman and CEO, at 91 years old has lost his touch, as an example of why he’s … Read More
Chris Bloomstran: You Have To Do Some Harm To Yourself, Hopefully When You’re Young, To Become A Better Investor
In his recent interview on the Meb Faber Podcast, Chris Bloomstran discusses one of his worst investing mistakes and why you have to do some harm to yourself, hopefully when you’re young, in order to become a better investor. Here’s an excerpt from the interview: Chris: Well, in that section … Read More
Chris Bloomstran: Investors Should Beware When Cloning 13F’s
In his latest interview on The Investor’s Podcast, Chris Bloomstran explains why investors should beware when cloning 13f’s. Here’s an excerpt from the interview: Bloomstran: The other thing is securities that are not in the control of the manager. So we’ve got a number of clients that have had for … Read More
Chris Bloomstran: The Genius Of Warren Buffett
In his latest 2021 Semper Augustus Letter, Chris Bloomstran discusses the genius of Warren Buffett. Here’s an excerpt from the letter: The roaring bull that sent the bear into hibernation raged from August 12, 1982, to March 10, 2000. Bottom tick to top tick, the market compounded by 20% per … Read More
Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be Boring
In his latest 2021 Semper Augustus Letter, Christopher Bloomstran explains why the process of getting and staying rich in investing should be boring. Here’s an excerpt from the letter: Blackjack is the only casino game where the player can wield an advantage over the house. For this, the casino is … Read More
Chris Bloomstran Top 10 Holdings – Latest 13F, Buys DLTR, VIAC, ALK, BRK.B, HFC
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Chris Bloomstran: Disney’s Myriad Of Capital Allocation Options
In response to Dan Loeb’s letter to Disney, Chris Bloomstran has written his own letter to Disney CEO Robert A. Chapek, encouraging him to “not act by reflexively endorsing the “advice” of well-known activist hedge fund managers.” Instead he’s suggesting a myriad of alternatives regarding its capital allocation. Here’s an … Read More
Chris Bloomstran: My Biggest Mistake Was An Error Of Commission
In his 2018 year end letter Chis Bloomstran lamented on some of his greatest mistakes as an investor in a section titled – THE UNIVERSITY OF ROSS – Lessons Learned the Hard Way. His biggest mistake was an error of commission in Ross Stores. It’s a great lesson for all … Read More
Chris Bloomstran: The Intrinsic Value And Earnings Power Of Berkshire Is…
Here’s a great interview with Chris Bloomstran of Semper Augustus talking to the folks at the Gabelli Funds Omaha (Virtual) Research Conference. During the interview Chris discussed his estimates of value and earnings power for Berkshire Hathaway. Here’s an excerpt from the interview: Bloomstran: We have another method which reconciles … Read More