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

Published: April 27, 2022, 5 p.m.

Today\u2019s guest is Chris Bloomstran, President & Chief Investment Officer of Semper Augustus.\nIn today\u2019s episode, we touch on a lot. Chris shares why the best investors are those who can pivot, why a good business doesn\u2019t equate to a good stock, and what lessons he learned from buy and sell decisions he\u2019s made over the years.\nThen 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\u2019re experiencing today.\nAnd don\u2019t think we could get through the episode without touching on some of Chris\u2019 \u201cTwitter Audits\u201d from the past few years.\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nToday\u2019s episode is sponsored by MUD\\WTR. MUD/WTR\xa0is a coffee alternative that supports your morning ritual without all the anxiety and jitters of coffee. Get your starter kit and free frother at\xa0mudwtr.com/meb\xa0and use code\xa0FABER for 15% off.\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices