Subject: Bloomstran on pod/BRK near I.V.
https://www.youtube.com/watch?...
As always, I enjoyed this recent podcast with Tobias C. & Jake T. welcoming Chris Bloomstran on Value After Hours.
Discussion touches on the comprehensive 2024 Semper Augustus letter (168 pages) with topics such as Berkshire valuation(spoiler- it hit his I.V. Range),would he ever sell Berkshire?, Pricy Mag 7 & Other 493 valuation, are we near Major crisis time again in markets?, problems with S&P Market cap index, Costco & WalMart rising valuations, value names he holds like DG/DLTR, US Debt/Deficit, how the next decade could play out. Chris is interviewed about 30 min. of the full hour podcast. Enjoy!