Preview
Playing the Field
12/31/2021Christopher Bloomstran of Semper Augustus Investments explains the early lesson he learned from investing in Ross Stores, how his portfolio positions have rotated over the past 18 months, why he thinks the margin of safety in gold miners is so high, and why he sees mispriced value in Dollar Tree, Berkshire Hathaway, HollyFrontier and Valero Energy.
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