TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>01:28 - How is the S&amp;P500 currently values.</li><li>05:43 - Whether investors still dollar cost average into the S&amp;P500.</li><li>17:53 - How much of the S&amp;P500 return has come from the big five tech companies.</li><li>23:29 - What can and more importantly, can’t you read from the 13F filings.</li><li>32:51 - Was Berkshire Hathaway’s acquisition of Alleghany a good investment?&nbsp;</li><li>44:11 - What stood out in Warren Buffett’s last letter.</li><li>49:02 - How will inflation impact Berkshire Hathaway?&nbsp;</li><li>1:08:06 - How will the interest rate hikes in 2022 impact Berkshire Hathaway.</li><li>1:16:41 - What are Berkshire Hathaway’s normalized earnings?&nbsp;</li><li>1:28:14 - What is the intrinsic value of Berkshire Hathaway?</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES:</strong></p><ul><li>Stig’s masterclass with Chris Bloomstran on <a href="https://www.theinvestorspodcast.com/episodes/masterclass-in-valuations-w-chris-bloomstran/" rel="noopener noreferrer" target="_blank"><strong>equity valuations</strong>.</a></li><li>Read Chris Bloomstran’s <a href="https://www.semperaugustus.com" rel="noopener noreferrer" target="_blank"><strong>website</strong></a>.&nbsp;</li><li>Read Chris Bloomstran’s <a href="https://www.semperaugustus.com/clientletter" rel="noopener noreferrer" target="_blank"><strong>letters to his clients</strong></a>.</li><li>Buffett <a href="https://buffett.cnbc.com/" rel="noopener noreferrer" target="_blank"><strong>resource on CNBC.</strong></a></li><li>Chris Bloomstran's <a href="https://twitter.com/ChrisBloomstran" rel="noopener noreferrer" target="_blank"><strong>Twitter.</strong></a></li><li>Chris Bloomstran's <a href="https://www.linkedin.com/in/christopher-bloomstran-b063521b/" rel="noopener noreferrer" target="_blank"><strong>LinkedIn.</strong></a></li><li>Get in early on medic