About this episode
2:00 On Semper Augustus investing philosophy and process
4:00 On what it means to be an “opportunistic” value investor
12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 500
20:00 Why he thinks stocks are attractively valued today
24:00 On how he thinks about valuation
37:00 Chris shares his lessons from studying high price-to-sales stocks
45:00 How Chris spends his day, what he reads, and what podcasts he listens to, and how long he spends doing so
1:00:00 Why he finds ValueLine so valuable
1:07:00 – On the private investing social event he hosts every year
1:12:00 – starts deep discussion on Warren Buffett and Berkshire Hathaway
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