The JRo Show
The JRo Show
John Rotonti
Interview with Chris Bloomstran
1 hour 39 minutes Posted Dec 4, 2023 at 9:00 am.
On Semper Augustus investing philosophy and process
On what it means to be an “opportunistic” value investor
What the Semper Augustus portfolio-level metrics look like relative to the S&P 500
Why he thinks stocks are attractively valued today
On how he thinks about valuation
Chris shares his lessons from studying high price-to-sales stocks
How Chris spends his day, what he reads, and what podcasts he listens to, and how long he spends doing so
Why he finds ValueLine so valuable
– On the private investing social event he hosts every year
– starts deep discussion on Warren Buffett and Berkshire Hathaway
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