How to Value Berkshire Hathaway 2024 w/ Chris Bloomstran (TIP625)

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  • Опубликовано: 3 янв 2025

Комментарии • 26

  • @WeStudyBillionaires
    @WeStudyBillionaires  8 месяцев назад

    📌 Check out this video next: ruclips.net/video/kM8Z7cWtKV4/видео.html
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  • @HaruSakamoto
    @HaruSakamoto 8 месяцев назад

    Wow this is one of THE MOST INSIGHTFUL videos of all time from Investors Podcast. It amazes me how much reading and detail of bottom-up analysis he has done. I'm definitely starting to read his letters

  • @johnmcquaid7524
    @johnmcquaid7524 8 месяцев назад

    Amazing interview .. and explained in terms that I can understand.
    Thank-you; truly inspiring! 🇨🇦

  • @MonteCristoKaramazov
    @MonteCristoKaramazov 7 месяцев назад

    These conversations are going to make me a super investor

  • @fplbrunoo858
    @fplbrunoo858 8 месяцев назад +10

    Here's my hack: BRK discloses its average share buy back price in its quarterly reports. Buffet writes that he only buys back when it's below intrinsic value under conservative assumptions. So I only buy when Mr Buffet buys. Last time he bought back at $357. Loaded up. Look at me now

    • @fplbrunoo858
      @fplbrunoo858 8 месяцев назад

      Love Chris, but I just don't think there's a need to value BRK. Based on his valuations, in theory Berkshire should buy back at current prices, but that's not the case, which shows it doesn't match Buffet's intrinsic value

    • @lucasekstrom
      @lucasekstrom 8 месяцев назад +1

      I like that methodology. Will copy it

    • @fplbrunoo858
      @fplbrunoo858 8 месяцев назад

      @@hodexter hmm can't see where the 400+ is written

    • @hodexter
      @hodexter 8 месяцев назад

      Yeah. Figured we'll see in the next report... Still waiting to buy some this year 😅

    • @fplbrunoo858
      @fplbrunoo858 8 месяцев назад +1

      @@hodexter we have to be disciplined as Buffet disciples

  • @jaycho3241
    @jaycho3241 8 месяцев назад

    Impressive. Thanks for

  • @kangleli5095
    @kangleli5095 6 месяцев назад

    Can someone elaborate how Chris get 50 billion from 1trillion? And why divide by 1.45 to get A share intrinsic value? I am not following that.

  • @KamilMauel
    @KamilMauel 8 месяцев назад

    A worse year Apple has the more Berkshire outperforms its largest holding. +8pp in 2018 and ~+30pp in 2022 and YTD. Since the start of the relationship in 2016 the iPhone maker has been red in 3 years, the Buffet company in none. The incredible cushion.

    • @KamilMauel
      @KamilMauel 8 месяцев назад

      @baker22347 BRK owns 5.9% of Apple = 0.9 bln shares = $150 bln = 17% of $875 bln BRK market cap.

  • @MNSTgrowth
    @MNSTgrowth 8 месяцев назад +1

    1 trillion, 50 billion. Divide by 1.45 and then 1500. Still don’t know exactly what the fair value price is for A shares and B shares. 😅 Anyone know?

  • @brianbirnbaum9760
    @brianbirnbaum9760 8 месяцев назад +4

    The idea that you need to work 24/7 is complete nonsense, especially when it comes to investing. The reasons are too many to list, but plenty of the greatest investors in the world hold an entirely antithetical perspective.
    I’m not saying that your way is wrong. But I’m saying your absolutism is just a poor guide for insecurity that if you’re not working you’re falling behind. The author of WHAT I LEARNED ABOUT INVESTING FROM DARWIN fully realizes that at least 90% of financial input is entertainment.

    • @constantineandreu9377
      @constantineandreu9377 8 месяцев назад

      😂😂😂😂😂😂😂😂😂😂😂....I unequivocally agree🤗 the entire financial system is a controlled farce! ✌