Chris Bloomstran
Semper Augustus
Concentrated portfolio of well-run, well-capitalized businesses bought below conservative appraisals.
Best for Berkshire Hathaway shareholders and anyone who thinks about market valuation over decades.
Why I read Chris
One letter a year, often 100+ pages, with the Berkshire Hathaway valuation serious Berkshire watchers wait for. Block an afternoon.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗