Today’s business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably the most famous investors of our time, Warren Buffett and Charlie Munger.
To break down the business, I’m joined by Chris Bloomstran. Chris is the President and CIO of Semper Augustus and has gone as deep on Berkshire as anyone I’ ... Show More
Aug 7
PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225]
This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their anno ... Show More
58m 35s
Jul 23
CME Group: The House Always Wins - [Business Breakdowns, EP.224]
This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to ... Show More
1 h
Sep 2023
TIP573: Berkshire's Beginnings w/ Jacob McDonough
Clay Finck is joined by Jacob McDonough to discuss Berkshire's 1962 beginnings, Warren Buffett's turnaround, and its rise to a $800B valuation by 2023.Jacob McDonough is the author of the book Capital Allocation, which covers the financials of Berkshire Hathaway from 1955 through ... Show More
1h 16m
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 26m
Sep 2023
RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran
In this episode, William Green speaks with Chris Bloomstran, President & Chief Investment Officer of Semper Augustus. This conversation has been divided into two episodes. Here, in Part 2, Chris discusses what we can learn from studying Berkshire Hathaway & Warren Buffett; weighs ... Show More
1h 13m
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers.
IN THIS EPISODE YOU’LL LEARN: ... Show More
1h 10m
Aug 2022
Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]
My guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment firms. We discuss the white space ... Show More
58m 8s
Jul 2023
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
Today’s guest is Steve Klinsky, founder and CEO of New Mountain Capital, a private equity firm with over $37 billion in assets under management. Steve began his time in private equity when he co-founded Goldman Sachs’ Leverage Buyout Group back in 1981 when there were very few pr ... Show More
56m 15s
Nov 2022
Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]
My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ... Show More
1h 21m