We are delighted to share with you the first Great Investors podcast deep dive, the members-only companion to our free audio program, Chris Bloomstran: The Flawed Bulb. Each free program in the series is an hour-long narrated profile of one investor. Each deep dive takes one of that investor’s working methods and teaches it to you, in narrated instruction, so that you can run it yourself. This one builds the Semper Augustus five factors in eight modules. It is audio only, with nothing to download, so a member who listens on the go gets the whole program. We start with what you will be able to do:
You will be able to take any company with a filing history and split the return its shareholders earned into five contributions: sales, share count, margin, multiple, and the dividend. You can turn each contribution around and ask what it would have to deliver for a forward return to be earned, and name which one is carrying your thesis. You can run it yourself on any company you are researching, with nothing more than its filings and a calculator. What follows is the method itself, module by module.
Chris Bloomstran is a featured speaker at the Latticework 2026 summit on November 10-11. Reserve your seat now.
Listen to this episode with a 7-day free trial
Subscribe to Latticework by MOI Global to listen to this post and get 7 days of free access to the full post archives.
