#410 – Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition

<p>Today’s guest is <a href= "https://www.semperaugustus.com/team/christopher-p-bloomstran-cfa"><strong> Chris Bloomstran</strong></a>, President & Chief Investment Officer of Semper Augustus.</p> <p>In today’s episode, we touch on <em>a lot</em>. Chris shares why the best investors are those who can pivot, why a good business doesn’t equate to a good stock, and what lessons he learned from buy and sell decisions he’s made over the years.</p> <p>Then we dive into his thoughts on Berkshire and Warren Buffett to get you prepared for the annual meeting this weekend. He shares his expectations for the company and stock moving forward and why he believes Berkshire is well positioned for the energy transition we’re experiencing today.</p> <p>And don’t think we could get through the episode without touching on some of Chris’ “Twitter Audits” from the past few years.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/04/27/e410-chris-bloomstran/"><strong>here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=7249739cdb"><strong>mailing list</strong></a> or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "http://mudwtr.com/meb"><strong>MUD\WTR</strong></a>. MUD/WTR is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at <a href= "http://mudwtr.com/meb"><strong>mudwtr.com/meb</strong></a> and use code <a href= "http://mudwtr.com/meb"><strong>FABER</strong></a> for <strong>15%</strong> off.