This episode (#63) is an informal Part Two of "My Investment Portfolio Revealed (Allocation & Long-Term Holds)." You will learn the recent changes I made to my stock portfolio and the reasoning behind my moves. If you enjoy the episode, please subscribe and share. 

This episode explores why Cathie Wood's latest prediction about ARKK is delusional. 

Why does Elon Musk tweet so much? In Episode #61 of the CMQ Investing podcast, you'll learn how Elon Musk’s Twitter-fingers are part of a long-term strategy for Tesla. If you enjoy the episode, please follow and share.

In Episode #60 of the CMQ Investing podcast, you'll learn how every investor can benefit by setting one measurable goal for their investments. I share my personal investment goal for the next 20 years and explain how I plan to achieve it. If you enjoy the episode, please follow and share.

Charlie Munger's Daily Journal Corp nearly doubled its holding in Alibaba ($BABA) in Q4 2021, as the stock plunged 20%. In Episode #59, I share my thoughts on why Munger doubled down on his BABA bet, and explain why "buying the dip" in Alibaba is entirely consistent with Charlie Munger's approach to investing. If you enjoy the episode, please follow and share.

Alibaba ($BABA) stock, one of my biggest holdings, is down nearly 50% this year. In Episode #58 of the CMQ Investing podcast, you'll find out why I'm still bullish on BABA, and why I added more shares to my portfolio after the recent dip. If you enjoy the episode, please follow and share. Thank you! Not investment advice.

Some of our fellow CMQ Investors were considering adding Coinbase ($COIN) to their portfolios. In Episode #57, I crack open the S-1 report and assess the business. Is Coinbase a buy? Listen to find out. If you enjoy the episode, please follow and share. Thank you!

What separates you from legendary investors? What's preventing your from achieving life-changing returns? It may be a fear of intimacy. If you enjoy Episode #56, please follow and share. Thank you for your continued support! 

In Episode #55 of the CMQ Investing podcast, we discuss how individual investors should think about preparing for an inevitable interest rate hike. It features the wisdom of Warren Buffett, Seth Klarman, and more. 

Apple has become the dominant stock in my portfolio. In Episode #54, you will learn why I am not selling a single share. Specifically, I discuss a key lesson from Warren Buffett's 1996 Annual Letter and a Behavioral Finance concept called the Disposition Effect. Not investment advice.