Chris Bloomstran and Steve Clapham's Conversation on the Behind The Balance Sheet Podcast
This is a special post to highlight a must-listen investing conversation between two great analysts. I’m also fortunate to call them both friends.
For those that follow Steve’s podcast in a podcast player, there was a technical issue that delayed this showing up in feeds, and so, like me, you may not have seen this conversation show up in your podcast player earlier this month!
Link to: Behind The Balance Sheet Podcast: #19 – The Value Investor
Chris Bloomstran is best known for his incredibly detailed analysis of the valuation of Berkshire Hathaway. He is not only an outstanding value investor, he is a highly accomplished analyst. His Semper Augustus annual letter runs at over 100 pages and in recent years, it has included an evaluation of Berkshire Hathaway – his analysis of the stock is the best I have read.
In this interview, we discuss his start in the business, his investment approach, why college investment funds make a great apprenticeship, why he writes such a detailed letter and an analysis of the long term outlook for markets.