Investing Mastermind Podcast

Matthew Peterson is a value-based, long-term compounding investor and he was so kind to share his insights in this current investing environment with Signe and Michelle. He provided helpful suggestions for beginner investors, including if you would like to outperform as an investor. While the future is unknowable, we can still employ successful investing strategies as Matthew described. Matthew Pe...

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 w...

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 uncerta...

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 c...

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,...

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 lear...

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 c...

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 te...

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 experien...

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 real...

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...

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...

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 backgro...

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://investionista.com/checklist/ 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://investionista.com/checklist/ 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 busines...

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://investionista.com/checklist/ 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,...

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: hhttps://investionista.com/checklist/ 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) Unde...

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://investionista.com/checklist/ In this style of investing, we learn a lot about companies before we invest in their stocks. The 4 investing principles/steps we discus...

Today we want to give you glimpse into our lives behind the scenes of this podcast and share more of who we are and why we wanted to share our knowledge and passion about investing with the world. Both Signe and Michelle come from non-financial professional backgrounds and they discuss their investing learning journeys. We had been searching for an investing strategy that made sense to us. When we...

In today's episode we discuss why now is the perfect time to learn about investing in companies, especially in the way that Warren Buffett invests. You might be wondering if it's a good time to invest since the stock market has been down for the last year. Even though many people could be selling stocks, there could be significant buying opportunities if you find undervalued equities. Just...

Michelle Marki and Signe Lonholdt explain Warren Buffett and Charlie Munger's four principles of investing. Instead of blindly buying a stock, then waiting and hoping that the stock will go up in price, we carefully take the first step before we even buy the security. The difference is that instead of just hoping for an increase in the stock price, this first step will help you understand if the s...

Since it's the holidays, Signe and Michelle at the Investing Mastermind Podcast just wanted to wish you and your families a wonderful holiday season! We're so happy you're tuning in and listening to the show, and we're so grateful for your feedback! If you have a question that you would like us to answer, please send us an email at InvestingMastermindPodcast@gmail.com.  Please remember to sub...