Investing Mastermind Podcast

Michelle and Signe discuss our favorite investing books for beginners that we highly recommend:

-Invested, Danielle Town with Phil Town

-The Dhandho Investor, Mohnish Pabrai

-The Education of a Value Investor, Guy Spier

-Payback Time, Phil Town

In the show, we refer to the "Margin of Safety" Episode #11 you can check out: ⁠https://open.spotify.com/episode/2o3NR2CP233zIk8ahHo5X6?si=4qBb8PqlTYiOkV4pdmX5Jw⁠

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 Peterson's fund is called Peterson Capital Management and you can learn more and contact him by visiting: https://www.petersonfunds.com. Check out Matthew on his YouTube Channel: https://www.youtube.com/@PetersonCapitalManagement. Reach out to him via Twitter: https://twitter.com/mattpetersoncfa.

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 without doing their due diligence. In this show you can also hear some examples of the stocks that the super investors recently bought and where you can find this information.

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To take an investing workshop, visit Signe's website Investionista.com and to learn more about Buffett-style investing subscribe to Michelle's YouTube channel youtube.com/@MichelleMarki

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 uncertain CEO transition period. We reflected on Berkshire Hathaway's affinity toward bank stocks and concerns with the banking system.

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 cultural power and influence.

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, Nebraska.

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 learning how to invest, check out Signe's workshop: https://investionista.com/workshop/