Investing Mastermind Podcast

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...

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...

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...

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...

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 subs...

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 poten...

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...

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 Magnifi...

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

Signe 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 Dan...

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 in...