This episode we deep dive into a single stock - Elecro Optic Systems (Ticker: EOS.AX). This one is definitely for serious investors looking for opportunities to allocate capital. We held EOS as 5% of our portfolio prior to the analysis, and have just increased our position to 11% following. We think this company has the potential to be worth multiples of the current share price ($3.92 at 21 May 2021). The PDF presentation can be found by clicking through to our socials.

We really hope you find this information helpful, and welcome anyone reaching out to us if you'd like to discuss this company further. For more of our content you can find us on the links below:

Twitter:

@mitch_dol

@kassia_dol

Youtube:

"Buffetting with Kass & Mitch"

FB/Insta:

@buffettingkassmitch

Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.

Ever wondered what it would be like to invest with your partner? To share user access to your portfolio? In this episode we share our honest review of co-parenting a portfolio together as a husband and wife team, and Mitch shares his experience moving from a batchelor to nesting together. Some topics covered:

- Working with our personal strengths and weaknesses

- Base principles and ground rules

- Positives and negatives moving from solo investor to team

- How we make final decisions

- How to get your partner interested in investing, and help their learning process along

- 18min in Kass starts asking the hard questions and 21min in Mitch resorts to impressions

- 36min the FEMALE Vs MALE argument rears its head

We really hope you enjoy the discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:

Twitter:

@mitch_dol

@kassia_dol

Youtube:

"Buffetting with Kass & Mitch"

FB/Insta:

@buffettingkassmitch

Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.

In this episode, we discuss our experience during the Covid crash, before during and after. What we did right, what we did wrong and the biggest lessons we learned.

We really hope you enjoy the discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:

Twitter:

@mitch_dol @kassia_dol

Youtube:

"Buffetting with Kass & Mitch"

FB/Insta:

@buffettingkassmitch

Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.

Welcome to the first episode of Buffetting with Kass and Mitch. Whether you are just starting out on your investing journey or are a fellow Buffett and Munger nerd looking for interesting topics and honest discussions, then this podcast might float your boat...in a great moat! (yes we are dorks)

In this episode, we discuss the basis of how we invest our capital in the stock market, including some ground rules and principles we live by. With traditional value investing as our framework we touch on:

- Retail investors in today's market

- Looking for growth with a capped downside

- Finding your edge

- A brief summary of our AYR Wellness investment in the US cannabis sector (26-35 min)

- Some entertaining thoughts on Bitcoin (36-44 min)

We hope you enjoy our first discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:

Twitter:

@mitch_dol @kassia_dol

Youtube:

"Buffetting with Kass & Mitch"

FB/Insta:

@buffettingkassmitch

Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.