In his latest 2020 Letter To Clients, Chris Bloomstran discusses the path from deflation to hyperinflation, Expedition Everest, and Berkshire: The Goat goes full repo. Here’s an excerpt from the letter: Mr. Repo Man My score awards the gold medal. Capital allocation over 56 years rarely involved decisions intentionally shrinking … Read More
Chris Bloomstran (SAI): One Reason Why Berkshire Doesn’t Pay Dividends
One of the best shareholder letters provided to investors is the one from Chris Bloomstran at Semper Augustus Investments (SAI). In his latest 2019 year end letter he provided an incredibly detailed fifty plus page analysis on Berkshire Hathaway with topics including: BERKSHIRE HATHAWAY: THE SKY IS FALLING 69 Interval … Read More