The Deflation Wreck
Traders Magazine, January 2003
Christopher Bloomstran, with partner Chad Christensen, runs St. Louis-based Semper Augustus Investments Group LLC., a four-year old firm that dared take as its moniker the name of the tulip at the epicenter of Holland's 17th Century Tulipmania. So far, with decidedly better results than the original, a beautifully flowering but barren bulb that withered within a couple of years. Then again, the Semper Augustus team's intentions were clear: to eschew the short-term enthusiasms of the crowd in favor of long-term investing in high-quality securities trading below fair value. To find them, Chris and Chad exhaustively and compulsively comb through mountains of data, tunnel through tons of financial disclosure documents, hit the bricks for field research-and annually pull all the pieces together in a no-hold-barred macro outlook of uncommon depth, perception and candor. I called Chris as soon as I got it. -KMW
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