Berkshire Takeaways From an Expert
We had the pleasure of hosting Chris Bloomstran, President and Chief Investment Officer of Semper Augustus Investments Group LLC, to talk about the 2021 Berkshire Hathaway Annual Meeting. Chris is an expert on all things Berkshire, and has held shares in the company for over 20 years. You can listen to our audio conversation below, or by clicking HERE. There is more information about Chris below as well.
About Christopher P. Bloomstran, CFA
Chris Bloomstran is a founder of Semper Augustus Investment Group, a Registered Investment Advisor with offices in Denver and St. Louis. Semper Augustus focuses on value-driven, concentrated equity. The firm is a true long-term investor, and has had success managing client capital through multiple business cycles.
Chris received his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Colorado at Boulder, where he also played football. Chris is a member of the CFA Society of St. Louis and of the CFA Institute.
Semper’s key areas of investment discipline are Business Quality and Risk Management. It looks for businesses with durable competitive advantages, strong balance sheets, honest management, and clean accounting. And it looks to manage risk by only buying that business quality at attractive prices, staying within its circle and competence, and holding for the long term. Semper Augustus is willing to take big position sizes if it feels the downside is well protected. As Chris has put it in the past:
“The businesses at the top of my portfolio are not necessarily going to be the ones that perform the best over the long term but are the ones I know will perform.”
Rocky Mountain Microcap Conference
You’re invited to attend the Rocky Mountain Microcap Conference VII May 26th, 2021 at TopGolf in Centennial Colorado. This conference we will be both an in-person and a virtual event.
Rocky Mountain Microcap Conference VII will be a single-track, single day, 13 company event. Each presenter will be allotted 25-minutes and the conference will run from approximately 10 am until 5:30 pm followed by drinks, dinner and golf. Lunch will be served as well.
Rocky Mountain Microcap Conference is hosted by Trickle Research and GVC Capital. Please contact David Lavigne at Dave@tricklereseach.com if you would like to attend.
Intern Spotlight: Cory Lane Welborn
Lane Welborn is a student veteran and senior finance major at Coastal Carolina University where he is the current treasurer for the finance club. Prior to his college studies, Lane spent four years in the United States Marine Corps and served on two deployments overseas to various nations throughout the Mediterranean and Black Sea. He has experience as a financial analyst at SiteTech Systems, where he worked with certified appraisers to value residential and commercial properties through spreadsheet modeling and research. He is now a research analyst intern at Avenel Financial Group and the Co/Investor Club.
Thank you to our Premium Members who help make our summer paid internships possible! If you’re not a Premium Member yet, upgrade here for just $100. Not only will you receive valuable investment insights, but you will also be supporting interns and college graduates to launch their careers.
In Case You Missed it…
Cambria Automobiles PLC, which was the topic of our Lunch at the Club Presentation by Christian Olesen back in March, reported Interim Results for the six months ended 28 February 2021. Earnings per share rose 52.4%.
Graham & Doddsville Newsletter, Spring 2021
Farnam Street Investments’ April letter
Greenhaven Road Capital’s Q1 letter
Guy Spier on the Planet MicroCap Podcast
Chat with Mike Pruitt
Whether you’re an executive with investment opportunities or a college student looking to network, we would love to chat with you!
Email our Founder, Mike Pruitt at mp@coinvestorclub.com with questions and ideas or schedule a meeting.
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