Investing Mastermind Podcast

In this episode, we discuss "Roaring Kitty" aka Keith Gill and the most recent GameStop (GME) frenzy. We talk about the implications of such market maneuvers and why staying true to sound investment principles is more important than ever in these turbulent times. **Episode Update:** Following our recording, Keith Gill held a livestream that briefly sent GameStop shares soaring by nearly 50%, before a sharp decline. Gill revealed a substantial $180 million position in the stock (both call options and stock positions)sparking yet another wave of speculative trading. The livestream was highly anticipated but started late and sources say that Gill appeared unconvincing and after the livestream GameStop shares has declined significantly.  Books mentioned in this episode: Howard Marks, “The Most Important Thing”. Remember to subscribe to Investing Mastermind Podcast to get the most recent episode directly in your feed.  You can also follow us on Instagram @InvestingMastermindPodcast. To take an investing workshop, visit Signe's website: Investionista.com Michelle's investing blog: www.michellemarki.com.

"To invest or not to invest", that's the question many individual investors are asking themselves these days. In this episode, Signe and Michelle reveal what they’re up to and share how you can take advantage of the unique opportunities available right now. To take an investing workshop, visit Signe's website: Investionista.com Michelle's investing blog: www.michellemarki.com.

Warren Buffett was not always the Greatest Of All Time investor, but he evolved in his investing style to become the best. We recount how Buffett started out in his investing journey and the people he learned from to perfect his investing technique. Ben Graham and Charlie Munger had lasting influences on how Buffett and Berkshire Hathaway continue to invest today.

Listen to part 2 of our key takeaways from the 2024 Berkshire Hathaway Annual Meeting. Michelle and Signe share their insights from the meeting and share what was the "talk-of-town" in Omaha during the meeting. Remember to subscribe to @investingmastermind to get the most recent episode directly in your feed. You can also follow us on Instagram @InvestingMastermindPodcast. Listen to the Investing Mastermind Podcast on your favorite Podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/5pLLzmn... To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel, @MichelleMarki Michelle's investing blog: www.michellemarki.com.

Listen to our key takeaways and the most important topics discussed in the audience during Berkshire Hathaway Annual Meeting 2024. Michelle and Signe share their insights from the meeting and share what was the "talk-of-town" in Omaha during the meeting Remember to subscribe to @investingmastermind to get the most recent episode directly in your feed. You can also follow us on Instagram @InvestingMastermindPodcast. Listen to the Investing Mastermind Podcast on your favorite Podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/5pLLzmn... To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel, @MichelleMarki Michelle's investing blog: www.michellemarki.com.

During the Berkshire Hathaway Annual Meeting 2024, we learned Berkshire sold 13% of their Apple stake in order to have cash and that it was entirely Warren Buffett's decision to buy and sell Paramount. Michelle shares her first takeaways from this meeting ahead of when Signe and Michelle reflect more deeply about this year's shareholder meeting in Omaha.

Should you keep your money in a high yield interest bank account or invest in the stock market? Signe and Michelle provide their takes on this situation with the stock market still at all time highs along with high interest rates for now.

What happens at the Berkshire Hathaway Annual Shareholders Meeting? As the next Berkshire meeting is happening on May 4, 2024, Signe and Michelle share their experiences and what attendees can expect. There are several free events that are open to people. You can meet so many amazing investors, so happy networking!

If you've ever heard stock tips at the water cooler at work or from a Reddit forum or from your friends, what should you do? Signe and I give our own "tips" to avoid making the wrong investment decisions when it comes to stock tips.

Signe and Michelle discuss some of their observations among streaming companies, including Netflix, Disney, Paramount, and Warner Bros Discovery. Signe expressed how she understands the content business. Michelle remarked about how many streamers are struggling to be profitable, and the stock market is punishing several such as Comcast and Roku. Which streamer will rule them all remains to be seen!

What is Dollar Cost Averaging (DCA) and how can it help you to invest? Signe and Michelle talk about the pros and cons of DCA where you contribute a fixed amount of money to your investing account and invest in stocks or mutual funds on a consistent basis. Whether you DCA or go another investing route like lump sum contributions and tranching into a particular stock, you should stick to a strategy for a long time without jumping in and out of the market. Most of all, try not to regret your decisions for the best outcomes. You can also follow us on Instagram @InvestingMastermindPodcast.

You're probably told you should save and invest your money, but where should you start? The first thing you should do is set a financial goal as the north star you will save and invest toward. Do you want to be financially free or achieve financial independence? Signe and Michelle share some of their financial goals and habits that we hope inspires you to come up with your own.

Signe and Michelle often get asked: "Which Stocks Should I Buy?" and in this episode we will reveal our reply to this question. Book recommended in this episode: "Americana: A 400-Year History of American Capitalism" written by Bhu Srinivasan. Remember to subscribe to @investingmastermind to get the most recent episode directly in your feed. You can also follow us on Instagram @InvestingMastermindPodcast. To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel, @MichelleMarki Michelle's investing blog: www.michellemarki.com.

Signe and Michelle reflect on the last section of Warren Buffett's annual Berkshire Hathaway shareholder letter for the year 2023 that was released on February 24, 2024. Remember to follow Investing Mastermind Podcast to get the most recent episode directly in your feed. To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel, @MichelleMarki Michelle's investing blog: www.michellemarki.com.

Signe and Michelle reflect on the middle section of Warren Buffett's annual Berkshire Hathaway shareholder letter for the year 2023 that was released on February 24, 2024. Buffett sets the tone by writing, "Our goal at Berkshire is simple: We want to own either all or a portion of businesses that enjoy good economics that are fundamental and enduring." While Buffett warns about potential economic storms like those from 2008, he reassures shareholders that Berkshire will remain a financial fortress in that "Berkshire is built to last."

Warren Buffett released his annual Berkshire Hathaway shareholder letter for the year 2023 on February 24, 2024. Signe and Michelle reflect on Warren Buffett's beautiful first page tribute to Charlie Munger, the Architect of Berkshire Hathaway, and the beginning section of the 2023 shareholder letter. Warren Buffett writes his letter to shareholders like his sister Bertie and all shareholders out there who would like to understand how Berkshire is performing in its CEO's eyes. Buffett encouraged investors to make good investing decisions by writing, "America has been a terrific country for investors. All they have needed to do is sit quietly, listening to no one."

Signe and Michelle go back to Buffett basics as we explain what circle of competence means and how this investing principle can help you identify when you know enough, or not enough, about stocks you are interested in investing in.

The S&P 500 stock market index just hit an all-time high of 5,000 in early February 2024 as a new milestone. Should investors be excited and rush into the market, or should they exercise some caution? Signe and Michelle share their reactions and opinions, all of which is not advice as no one knows what will happen but it's fun to imagine the possibilities! We reflect on some of the Magnificent 7 stocks that may be driving a lot of the current stock market rally in early 2024.

How much should a CEO get paid for being the leader of the business? How Executives and Board of Directors are paid could influence whether you invest in a stock or not. Legendary investor Warren Buffett who has had the same salary of $100,000 for decades has been critical of CEOs who convince their Board Member buddies to rubber stamp huge pay packages while average employee wages stagnate.

People often wonder how much money do they need to be able to start investing? You might be surprised at how little you need to get started! Signe and Michelle answer this question with suggested ideas in today's episode. As mentioned, feel free to check out one of Michelle's YouTube videos explaining various S&P 500 index fund options: https://youtu.be/v0t6q3LuGIQ