Investing Mastermind Podcast

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 Danielle Town and Phil Town, and "One Up On Wall Street" by Peter Lynch.

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 incredible life and the wisdom he shared with the world. We discussed Charlie's impact on our investing philosophies and strategies. We hope this episode serves as a fitting tribute to Charlie's legacy that inspired countless investors around the globe.

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. While we mourn the loss of Charlie, we also want to celebrate Charlie's incredible life and the wisdom he shared with the world. We discussed Charlie's impact on our investing philosophies and strategies. We hope this episode serves as a fitting tribute to Charlie's legacy that inspired countless investors around the globe.

We are thankful to our listeners in celebrating a whole year of the Investing Mastermind Podcast. We hope you've enjoyed the journey with us!

Part 3 of our exciting conversation with Charlotte Janis, a granddaughter of legendary investor Benjamin Graham. Charlotte is the Creator/Writer at ⁠⁠BeyondBenGraham.com/blog⁠⁠/. Her grandfather Ben Graham is renowned as “the father of value investing” and the mentor of Warren Buffett. Last April (2023), Warren Buffett invited Charlotte to Omaha to go through his files and select documents to donate to an archive of ⁠⁠Benjamin Graham papers at Columbia's Rare Book and Manuscript Library⁠⁠. On that visit, Mr. Buffett’s moving words about Ben Graham’s kindness and generosity inspired her to write her most popular blog post: ⁠⁠Ben Graham & Warren Buffett’s Bond (By Ben’s Granddaughter)⁠⁠. Charlotte was fortunate to have known her grandfather well. She had just turned sixteen when he asked her to join him on a three-week cruise from Italy to the Black Sea. The ⁠⁠Memoirs⁠⁠ he wrote on that cruise have become her cherished resource for fathoming his inner life. Charlotte also has unique access to a gift from her mother, Ben Graham’s eldest daughter—a trove of Ben Graham’s unpublished writings and letters. Charlotte wrote a blog post about a postcard Ben Graham wrote to Warren Buffett from the port of Odessa, on that cruise. Charlotte is passionate about unearthing ⁠⁠the Story behind the Legend⁠⁠, starting from the boyhood experiences that wounded and shaped him. In ⁠⁠her blog⁠⁠, she shares the inspiring story of how Ben Graham moved through setbacks and losses, left Wall Street behind, healed his wounds, and found fulfillment—not from accumulating wealth and possessions, but from creativity, connection, and love.

Visit Charlotte's blog: https://beyondbengraham.com/blog/

Benjamin Graham papers at Columbia's Rare Book and Manuscript Library: https://findingaids.library.columbia.edu/ead/nnc-rb/ldpd_17325026/dsc#view_all

Blog post about the postcard: https://beyondbengraham.com/ben-graham-to-warren-buffett-the-postcard

Ben Graham's "Memoirs" link: https://www.amazon.com/Benjamin-Graham-Memoirs-Dean-Street/dp/0070242690

A preview of the Story behind the Legend in “About Ben Graham": https://beyondbengraham.com/about-ben-graham/

Charlotte’s most popular blog post: Ben Graham & Warren Buffett’s Bond (By Ben’s Granddaughter): https://beyondbengraham.com/ben-graham-warren-buffett/

Part 2 of our exciting conversation with Charlotte Janis, a granddaughter of legendary investor Benjamin Graham. Charlotte is the Creator/Writer at ⁠⁠⁠BeyondBenGraham.com/blog⁠⁠⁠/. Her grandfather Ben Graham is renowned as “the father of value investing” and the mentor of Warren Buffett. Last April (2023), Warren Buffett invited Charlotte to Omaha to go through his files and select documents to donate to an archive of ⁠⁠⁠Benjamin Graham papers at Columbia's Rare Book and Manuscript Library⁠⁠⁠. On that visit, Mr. Buffett’s moving words about Ben Graham’s kindness and generosity inspired her to write her most popular blog post: ⁠⁠⁠Ben Graham & Warren Buffett’s Bond (By Ben’s Granddaughter)⁠⁠⁠. Charlotte was fortunate to have known her grandfather well. She had just turned sixteen when he asked her to join him on a three-week cruise from Italy to the Black Sea. The ⁠⁠⁠Memoirs⁠⁠⁠ he wrote on that cruise have become her cherished resource for fathoming his inner life. Charlotte also has unique access to a gift from her mother, Ben Graham’s eldest daughter—a trove of Ben Graham’s unpublished writings and letters. Charlotte wrote ⁠a blog post about a postcard Ben Graham wrote to Warren Buffett⁠ from the port of Odessa, on that cruise. Charlotte is passionate about unearthing ⁠⁠⁠the Story behind the Legend⁠⁠⁠, starting from the boyhood experiences that wounded and shaped him. In ⁠⁠⁠her blog⁠⁠⁠, she shares the inspiring story of how Ben Graham moved through setbacks and losses, left Wall Street behind, healed his wounds, and found fulfillment—not from accumulating wealth and possessions, but from creativity, connection, and love.

Visit Charlotte's blog: https://beyondbengraham.com/blog/

Benjamin Graham papers at Columbia's Rare Book and Manuscript Library: https://findingaids.library.columbia.edu/ead/nnc-rb/ldpd_17325026/dsc#view_all

Blog post about the postcard: https://beyondbengraham.com/ben-graham-to-warren-buffett-the-postcard

Ben Graham's "Memoirs" link: https://www.amazon.com/Benjamin-Graham-Memoirs-Dean-Street/dp/0070242690

A preview of the Story behind the Legend in “About Ben Graham": https://beyondbengraham.com/about-ben-graham/

Charlotte’s most popular blog post: Ben Graham & Warren Buffett’s Bond (By Ben’s Granddaughter): https://beyondbengraham.com/ben-graham-warren-buffett/