Investing Mastermind Podcast
Michelle Marki and Signe Lonholdt are on a journey of investing like the best investors Warren Buffett and Charlie Munger. We seek to inspire and encourage people, especially women, to become their own investors. Even though we are not financial professionals and none of this is investing advice, we hope you enjoy! Visit www.michellemarki.com and www.investionista.com.
Episodes
Michelle and Signe share how you can find out which stock super investors like Warren Buffett, Charlie Munger and Guy Spier are buying. Knowing what they are buying could be inspiration for your own wishlist od stocks. But remember that you need to study the companies behind the stock before you buy it. Signe and Michelle share stories of how they made the mistake of just copying super investors without doing their due diligence. I...
We discuss the potential impact of the debt ceiling issue that will not only affect the US economy, but also worldwide economies and financial markets. At the time we were recording, the debt ceiling had not yet been raised.
Part 3 of our 2023 Berkshire Hathaway Annual Meeting Experiences where we discuss more of our takeaways from Warren Buffett and Charlie Munger, including the power of consumer behavior in consideration of potential investments. One sad day when Buffett and Munger are no longer on this earth, we discuss why Berkshire (BRK-B) will still be a good stock, and it might even go on sale during an uncertain CEO transition period. We reflec...
Our 2023 Berkshire Hathaway Annual Meeting Experiences Part 2 where we discuss more of our takeaways from Warren Buffett and Charlie Munger. There was some awesome advice for beginner investors including avoid toxic people, defer gratification, and work on estate planning/wills earlier than later. We discussed Buffett's take on the US reserve currency status and the important implications of cultural power and influence.
Michelle and Signe get together for an in-person talk about their experiences at The 2023 Berkshire Hathaway Annual Meeting for Shareholders in Omaha, Nebraska and we answer some of the questions about the meeting from our audience. It was epic seeing Warren Buffett (92 going on 93 on August 30) and Charlie Munger (99 going on 100 on January 1, 2024) for the second time for both of us!
This weekend is the Berkshire Hathaway Shareholder Festival, so Signe and Michelle are off to Omaha, Nebraska during the week of May 6, 2023! Say hi if you see us there!
Signe and Michelle recount their experiences of attending their first Berkshire Hathaway Shareholders Meeting in 2022. Seeing Warren Buffett and Charlie Munger live was one of the best experiences and it was on both of our bucket lists! We are so grateful to have met so many amazing, like-minded investors. We share several examples and tips of what people can do when they might be visiting Omaha, Nebraska.
Today we discuss the mindset of the value investor in the context of what is going on currently in the markets and economy in Spring 2023. It seems that many of our favorite investors are waiting in cash for an eventual opportunity to buy wonderful companies at wonderful or fair prices. We explain that now is the perfect time to study companies and to get educated. If you're interested in learning how to invest, check out Signe...
We're excited to feature a special guest, Adam Mead, who is the CEO and Chief Investment Officer of Mead Capital Management, LLC, a value-focused New Hampshire-based Registered Investment Advisor he founded in 2014. He’s also the founder of WatchlistInvesting.com, a monthly value investing newsletter featuring deep dives on quality companies. Adam spent over a decade in banking in commercial credit and has been investing in the...
Today Signe and I discuss investing-related news with two separate topics of Credit Suisse and an AI Tool named after Warren Buffett, legendary investor. We discuss the implications of the deal between UBS and Credit Suisse and how UBS shareholders may not have been given the opportunity to voice their thoughts on the government-brokered deal between these major Swiss banks. We also discuss the technological advancements and limita...
In today's episode Signe and Michelle discuss our selling strategies for investments. If you follow the Warren Buffett and Charlie Munger style of investing, ideally as a long term investor you never would have to sell your investments. However, sometimes the story changes with a company, or an industry, or other changes occur that may change our original investment case. We share our experiences of when we sold stocks and how ...
Signe and Michelle analyzed the remainder of Warren Buffett's 2022 Letter that came out with Berkshire Hathaway's 2022 Annual Report at the end of February 2023. We resumed the discussion on share repurchases AKA share buybacks, which can be both good and bad capital allocation strategies. We explained why Buffett emphasizes operational earnings over GAAP earnings. Buffett seems to be really proud of how much Berkshire cont...
Signe and Michelle analyzed Warren Buffett's 2022 Letter that came out with Berkshire Hathaway's 2022 Annual Report at the end of February 2023. We especially found noteworthy how Buffett referred to Berkshire shareholders as individuals with their savings in the form of Berkshire shares. Buffett must have had death on his mind in mentioning it across many business and personal scenarios. Buffett paid tribute to his best friend and...
We are so excited to share an interview we did with The Investor's Podcast Network's Millennial Investing Podcast hosted by Rebecca Hotsko. We shared our journey of how we are trying to invest like the best investors, Warren Buffett and Charlie Munger. We broke down Buffett and Munger's investing strategy and how everyday people can apply these investing principles to their own portfolios. We dove into the key steps of how to value...
Today Michelle and Signe from Investing Mastermind Podcast have invited a special guest onto the show. Wesley Chambers is an investor from London, England, and he's also an amazing content creator who inspires us so we wanted to learn more about him and his investing style.
Wes shares signature content on Instagram and his blog on company valuations. From time to time, he also shares background information about the Warren Bu...
Part five of an ongoing series on Warren Buffett and Charlie Munger's 4 principles of investing. We walk through these investing principles in the form of a checklist that you can download here: https://www.aahus.com/2021/05/one-of-most-important-artifacts-or.html
We go through these steps in a company before we invest in its stock. The 4 investing principles/steps we discuss in this series are: 1) Understanding the business...
Part four of an ongoing series on Warren Buffett and Charlie Munger's 4 principles of investing. We walk through these investing principles in the form of a checklist that you can download here: https://www.aahus.com/2021/05/one-of-most-important-artifacts-or.html
We go through these 4 steps in a company before we invest in its stock. The 4 investing principles/steps we discuss in this series are: 1) Understanding the business (cir...
Part three of an ongoing series on Warren Buffett and Charlie Munger's 4 principles of investing. We walk through these investing principles in the form of a checklist that you can download here: https://www.aahus.com/2021/05/one-of-most-important-artifacts-or.html
We go through these 4 steps in a company before we invest in its stock. There are 2 rules of investing according to Warren Buffett: Rule #1: don't lose money, and Rule #...
Part two of an ongoing series on Warren Buffett and Charlie Munger's 4 principles of investing. We walk through these investing principles in the form of a checklist that you can download here: https://www.aahus.com/2021/05/one-of-most-important-artifacts-or.html
In this style of investing, we learn a lot about companies before we invest in their stocks. The 4 investing principles/steps we discuss in this series are: 1) Understandi...
This podcast episode is the first in a discussion series about Warren Buffett and Charlie Munger's 4 principles of investing. We walk through these investing principles in the form of a checklist that you can download here: https://www.aahus.com/2021/05/one-of-most-important-artifacts-or.html
In this style of investing, we learn a lot about companies before we invest in their stocks. The 4 investing principles/steps we discuss in t...
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