In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs the risks of Berkshire’s huge Apple stake; discusses Berkshire’s valuation; & explains why the stock should beat the S&P 500. He also talks about avoiding charlatans and living with integrity.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:38 - Why Chris Bloomstran says it’s so valuable to study Berkshire Hathaway.
05:04 - How Warren Buffett thinks about intelligent asset allocation.
06:59 - How share buybacks...
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