Investing Mastermind Podcast
Subscribed: 10Played: 251
Subscribe
© Investing Mastermind
Description
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.
74 Episodes
Reverse
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
1Signe and Michelle discuss whether making automatic investments into the stock market (ETFs, mutual funds, stocks) is a good idea. There are pros and cons to what is often referred to as Dollar Cost Averaging (DCA), so we keep these considerations in mind.
Signe and Michelle discuss how investors can figure out potential valuations of stocks instead of guessing at how "expensive" or "cheap" a stock is. We discussed Gamestop as a meme stock example of what could have been true intrinsic value compared with speculative mania on the stock price. Books we mentioned to help with valuation techniques include "Invested" by Danielle Town and Phil Town, and "One Up On Wall Street" by Peter Lynch.
During New Years, a lot of people make resolutions. We reflect on our investing values and outlook for 2024 with 2023 highlights. We hope this you a few questions to ponder along your investing and personal finance journey!
Signe and Michelle are wishing you a happy new year! Michelle shared a few thoughts about what 2024 could entail in the markets, with inflation, and interest rates.
Signe and Michelle are wishing you a happy holiday season and all the best in the new year! See you in 2024!
Signe and Michelle reflect on whether the "American Dream" is still attainable to most millennials and future generations. While millennials earn more income compared to prior generations, we are still behind in terms of overall wealth accumulation compared with baby boomers at our age (source: Generations book by Jean Twenge).
Legendary investor Charlie Munger sadly passed away on Tuesday, November 28, 2023. On the Sunday before, Signe and Michelle recorded their reactions to Charlie Munger's investing advice that he shared with the Wall Street Journal in early November 2023. This is part 2 of our reactions to Charlie's WSJ interview. While we mourn the loss of Charlie, we also want to celebrate Charlie's incredible life and the wisdom he shared with the world. We discussed Charlie's impact on our investing philosophies and strategies. We hope this episode serves as a fitting tribute to Charlie's legacy that inspired countless investors around the globe.
Comments
Download from Google Play
Download from App Store
United States