Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China
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- Опубликовано: 5 янв 2025
- Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at acquirersmulti...
We are live every Tuesday at 1.30pm E / 10.30am P.
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Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
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Thank you for the podcast. This was fun. Please ask him more about dollar general next time!
Found Tobias through Chris's Twitter and went through the Acquirers Multiple last night . Great Stuff in the book and the podcast. Thanks a Lot fore Sharing Quality Learnings & education. Listening to Chris is another blessing for Value Seekers.
Check out his Google talk 😉
Lovely discussion! Can’t wait to read Chris’s letter!!!
Always good to hear from Bloomstran. His detailed accountant type analysis of Berkshire is very useful. China comments perhaps a little one sided. The missing part of the China discussion for me is despite the obvious demographic issues and communist ideology, companies like BYD are demonstrating that they are innovative. Having central control also helps get things done. They are also fast. The US has its own major structural problems not least a debt problem that a sky high stock market masks. The US education system. The drug problems. The political situation in the US is not without risk. Seems a little arrogant to paint US as the only show in town. Not many are in a position to out think Munger. We’ll see how it all pans out longer term. I am no fan of communists but the US is also spiralling towards big problems lead by either a man near death, or an incoming Trump that is a complete sociopath. I also think rich fund managers should reflect on how they might have benefited from following Buffett all these years and a booming stock market. Maybe we are not all that smart.
I learned a lot from Tobias.thanks mate! ❤
Very interesting conversation. Thank you.
Good to see a discussion of Apple and their capital allocation. Perhaps Buffett has discussed it in private with management. It is hard to reconcile with Buffetts high standards and public comments over the years.
I dig Chris episodes. Great stuff
Great to here his thoughts and insights today, thanks.
Definitely do not give up the steak! That's the healthiest thing you can eat. Check out Ken Berry MD on RUclips, as well as many others who are not tied to the pharm and cereal advertising dollars.
Well done
This is what I want.
Can Berkshire Hathaway keep adding value after Warren Buffett's death.
No veggies! A bit of extra sweetness in this one
You should ask your guest how he really feels about China.
Suggest reading the book: “The world according to China”… I wouldn’t bet against Munger
Veggies??????????
Reading Chris's 150 page annual letter to be able to ask intelligent questions were my veggies for the week. :)
@@jacobtaylor6544ok ok, but it’s my favorite part of the show. i learn so much. hope it’s back in next week.
I too was hoping for a veggies segment, a release date for Toby’s new book would be cool