Blog
- Superinvestor Portfolios Q3 2024: Buffett, Pabrai, Spier, Li Lu, Burry, Daily JournalI discuss the latest superinvestor stocks as of Q3 2024, including how Berkshire now has $325 billion in cash! In the summer of 2024, Berkshire Hathaway reduced their Apple holdings by another… Read more: Superinvestor Portfolios Q3 2024: Buffett, Pabrai, Spier, Li Lu, Burry, Daily Journal
- Estee Lauder Stock Analysis With Alejandro Salcedo (EL)Alejandro and Michelle discuss Estée Lauder, a company known for skin care, makeup, and fragrance products. Alejandro shared his financial analysis of their balance sheet, debt, and cash flows and overall what… Read more: Estee Lauder Stock Analysis With Alejandro Salcedo (EL)
- Lululemon Stock Analysis With Alejandro Salcedo (LULU)Alejandro and Michelle discuss Lululemon, a premium athletic apparel retailer known for yoga pants. Alejandro shared his financial analysis of Lululemon’s balance sheet, debt, and cash flows. He made comparisons of how… Read more: Lululemon Stock Analysis With Alejandro Salcedo (LULU)
- Walmart Stock Analysis With Alejandro Salcedo (WMT)Alejandro and Michelle discuss Walmart, the famous big box retailer operating 10,500 stores. Alejandro shared his financial analysis of Walmart’s balance sheet, debt, and cash flows. There were financial comparisons between Walmart… Read more: Walmart Stock Analysis With Alejandro Salcedo (WMT)
- Dollar General Stock Analysis With Alejandro Salcedo (DG)Alejandro and Michelle discuss Dollar General, a discount retailer operating almost 20,000 stores. Alejandro shared his financial analysis of Dollar General’s balance sheet, debt, and cash flows. Dollar General has excelled in… Read more: Dollar General Stock Analysis With Alejandro Salcedo (DG)
- Berkshire Hathaway Hits $1 Trillion Market Cap And Sold Half of Apple StakeWhy did 93 year old Warren Buffett sell half of Berkshire’s Apple stake in Q2 2024?! Throughout the first and second quarters of 2024, Berkshire has been busy liquidating a majority of… Read more: Berkshire Hathaway Hits $1 Trillion Market Cap And Sold Half of Apple Stake
- Ross Stock Analysis With Alejandro Salcedo (ROST)Alejandro and Michelle discuss Ross, the largest off-price retailer operating over 1700 discount department stores in America. Alejandro shared his financial analysis of Ross’s balance sheet, debt, and cash flows. It’s interesting… Read more: Ross Stock Analysis With Alejandro Salcedo (ROST)
- Superinvestor Portfolios Q1 2024: Buffett, Munger, Pabrai, Spier, Li Lu, Burry, Greg AlexanderI discuss the latest superinvestor stocks as of Q1 2024, including why Berkshire sold 13% of their Apple holdings. While the late Charlie Munger was no longer the Chairman of Daily Journal… Read more: Superinvestor Portfolios Q1 2024: Buffett, Munger, Pabrai, Spier, Li Lu, Burry, Greg Alexander
- Berkshire Hathaway 2024 Meeting Key TakeawaysWithout fail, the 2024 Berkshire Hathaway Annual Meeting was full of Warren Buffett’s wisdom! The late Charlie Munger was honored throughout the May 4, 2024 meeting as Buffett said he was 99.9… Read more: Berkshire Hathaway 2024 Meeting Key Takeaways
- What To Do If Your Portfolio Is Down?A Wall Street Journal article quotes Financial Advisors who give one form of advice, and I discuss additional options for you to consider. Just because your 401k or other retirement portfolios like… Read more: What To Do If Your Portfolio Is Down?
- How To Attend The Berkshire Hathaway 2024 Annual MeetingI explain how to attend the Berkshire Hathaway 2024 Annual Shareholders Meeting in Omaha to see Warren Buffett live! May the Force Be With You on May the 4th! I share a… Read more: How To Attend The Berkshire Hathaway 2024 Annual Meeting
- Qualified Longevity Annuity Contract Explained – Tax Advantaged Annuity (QLAC)The Tax-Advantaged Qualified Longevity Annuity Contract (QLAC) could give you cash flow during retirement. If you’re worried about running out of money during retirement, you might want to consider buying a Qualified… Read more: Qualified Longevity Annuity Contract Explained – Tax Advantaged Annuity (QLAC)
- 2024 IRA HSA 401k Retirement Account Contribution Limits And What Is MAGI?Don’t delay to make contributions to your Traditional IRA or Roth IRA, Health Savings Account (HSA), and 401k! Add me on Instagram: michellemarki If you max out these retirement accounts, you can… Read more: 2024 IRA HSA 401k Retirement Account Contribution Limits And What Is MAGI?
- Warren Buffett’s 2023 Berkshire Hathaway Letter: Key Takeaways Investors Must KnowI give you the key takeaways of Warren Buffett’s 2023 Berkshire Hathaway shareholder letter that came out on February 24, 2024. What will Buffett do with $168 billion cash?! On the very… Read more: Warren Buffett’s 2023 Berkshire Hathaway Letter: Key Takeaways Investors Must Know
- Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and BurryI discuss the latest investing activities of superinvestors as of Q4 2023, including the late Charlie Munger’s Daily Journal holdings. While Charlie Munger was no longer the Chairman of Daily Journal at… Read more: Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and Burry
- Best 70 High Yield Interest Savings Accounts February 2024The best 70 high yield interest bank accounts I found in February 2024 before the Fed cuts rates! Bank interest yields are probably at their peak in offering 5%+ interest rate across… Read more: Best 70 High Yield Interest Savings Accounts February 2024
- Magnificent 7 Stocks Discussion With Gabe (AAPL, MSFT, GOOG, AMZN, NVDA, META, TSLA)My friend Gabe and I discussed how the Magnificent 7 stocks are skyrocketing in the stock market as of early 2024. Gabe and I cover the latest happenings with Microsoft, Apple, Alphabet… Read more: Magnificent 7 Stocks Discussion With Gabe (AAPL, MSFT, GOOG, AMZN, NVDA, META, TSLA)
- How I’m Investing In 2024I discuss my current investing outlook for 2024 and planning to be more aggressive in stocks. I reflect on the investing decisions I made in 2023 and how I’m planning to make… Read more: How I’m Investing In 2024
- Nvidia Stock Analysis With Alejandro Salcedo (NVDA)Alejandro and Michelle discuss Nvidia, the “envy” of semiconductor companies. Alejandro shared his financial analysis of Nvidia’s balance sheet, debt, and cash flows. CEO and Founder Jensen Huang fostered a culture at… Read more: Nvidia Stock Analysis With Alejandro Salcedo (NVDA)
- Facebook (Meta) Stock Analysis With Alejandro Salcedo (META)Alejandro and Michelle discuss Facebook/Meta, the social media company whose stock price has quadrupled since its $90 low in 2022. Alejandro shared his financial analysis of Facebook’s balance sheet and cash flows.… Read more: Facebook (Meta) Stock Analysis With Alejandro Salcedo (META)
- Microsoft Stock Analysis With Alejandro Salcedo (MSFT)Alejandro and Michelle discuss Microsoft, the second most dominant tech company on the stock market. Alejandro shared his financial analysis of Microsoft’s balance sheet and cash flows. We discussed how Microsoft recently… Read more: Microsoft Stock Analysis With Alejandro Salcedo (MSFT)
- Apple Stock Analysis With Alejandro Salcedo (AAPL)Alejandro and Michelle discuss Apple, the most dominant tech company on the stock market. Alejandro shared his financial analysis of Apple’s balance sheet and how they keep growing despite the odds. With… Read more: Apple Stock Analysis With Alejandro Salcedo (AAPL)
- The Best Charlie Munger Stories And QuotesAlejandro and Michelle reflect on Charlie Munger’s incredible legacy with their favorite stories and quotes of wisdom! Add me on Instagram: michellemarki Charlie Munger was one of the best investors who taught… Read more: The Best Charlie Munger Stories And Quotes
- Google (Alphabet) Stock Analysis With Alejandro Salcedo (GOOGL)Alejandro and Michelle discussed Google aka Alphabet, the owner of YouTube and so much more! Google is still incredibly dominant in search, despite the supposed AI threat from ChatGPT. Alphabet came out… Read more: Google (Alphabet) Stock Analysis With Alejandro Salcedo (GOOGL)
- Lowe’s Stock Analysis With Alejandro Salcedo (LOW)Alejandro and Michelle discussed Lowe’s, a home improvement retail company that competes with Home Depot. Marvin Ellison rose from modest means to become the president and CEO of Lowe’s in 2018 after… Read more: Lowe’s Stock Analysis With Alejandro Salcedo (LOW)
- Charlie Munger Passes Away At 99: A Tribute To His WisdomCharlie Munger, the best friend of Warren Buffett and Vice Chairman of Berkshire Hathaway, has sadly passed away about a month before he would have been 100 on January 1st. I share… Read more: Charlie Munger Passes Away At 99: A Tribute To His Wisdom
- Amazon Stock Analysis With Alejandro Salcedo (AMZN)Alejandro and Michelle discussed Amazon, the ecommerce and AWS cloud behemoth. At the time we recorded this video, it had just been Amazon Prime Day. We shared some of our thoughts and… Read more: Amazon Stock Analysis With Alejandro Salcedo (AMZN)
- Nike Stock Analysis With Alejandro Salcedo (NKE)Alejandro and Michelle discussed Nike, the athletic footwear and apparel company with enduring appeal to the masses. Nike has managed to maintain market share with its aspirational appeal across many generations. The… Read more: Nike Stock Analysis With Alejandro Salcedo (NKE)
- Casey’s General Stores Stock Analysis With Alejandro SalcedoAlejandro and Michelle discussed Casey’s, which is a chain of convenience and food stores in the midwest and south. When you visit Casey’s website, you would think it’s a pizza restaurant that… Read more: Casey’s General Stores Stock Analysis With Alejandro Salcedo
- Military Contractor Companies Discussion With GabeMy friend Gabe and I discussed military companies and their plans after the Department of Defense budget came out. Gabe aka Fuhat told me about various publicly traded military companies and their… Read more: Military Contractor Companies Discussion With Gabe
- Tesla, Cars, Electric Vehicles Discussion With Gabe (TSLA)My friend Gabe and I discussed the car industry including strikes, Tesla, and electric vehicles. At the time Gabe aka Fuhat and I recorded this video, the Big 3 American auto manufacturers… Read more: Tesla, Cars, Electric Vehicles Discussion With Gabe (TSLA)
- Joel Greenblatt Gotham Asset Management Portfolio Review With GabeMy friend Gabe and I discussed Joel Greenblatt’s investing strategy and his stock portfolio. Gabe AKA Fuhat and I reviewed Joel Greenblatt’s Gotham Asset Management portfolio as of recent 13F filings that… Read more: Joel Greenblatt Gotham Asset Management Portfolio Review With Gabe
- Instacart IPO Stock Analysis With Alejandro SalcedoAlejandro and Michelle discussed Instacart, a grocery delivery and pickup service, which just became a public stock! Instacart’s IPO happened on September 19 with ticker symbol CART on the Nasdaq. Its Initial… Read more: Instacart IPO Stock Analysis With Alejandro Salcedo
- Can Federal Reserve Soft Landing Avoid Recession In 2024?Economists are projecting that the Fed will cut rates in the middle of 2024, potentially if a recession is happening. There’s been a lot of media coverage as to whether the Federal… Read more: Can Federal Reserve Soft Landing Avoid Recession In 2024?
- PayPal Stock And FinTech Disruption Discussion With Gabe (PYPL)My friend Gabe and I discussed how PayPal stock is doing amid disruptive FinTech trends. The world of financial payments is evolving quickly as one of the earliest FinTechs, PayPal, has been… Read more: PayPal Stock And FinTech Disruption Discussion With Gabe (PYPL)
- How AI Is Impacting Alphabet, Nvidia, Amazon With Gabe (GOOG, NVDA, AMZN)My friend Gabe and I discussed how tech stocks are being affected by Artificial Intelligence (AI) / Machine Learning (ML). Gabe aka Fuhat shared his insights the implications of AI on the… Read more: How AI Is Impacting Alphabet, Nvidia, Amazon With Gabe (GOOG, NVDA, AMZN)
- Superinvestor Portfolios Q2 2023: Buffett, Munger, Pabrai, Spier, Li Lu, Miller, Burry, SequoiaI discuss the latest investing activities of superinvestors as of Q2 2023. By studying what superinvestors are investing in or not, their trends might give us new insights, investing ideas, and help… Read more: Superinvestor Portfolios Q2 2023: Buffett, Munger, Pabrai, Spier, Li Lu, Miller, Burry, Sequoia
- Brookfield Asset Management Stock Discussion With Gabe (BAM/BN)My friend Gabe and I discussed what’s going on with Brookfield Corporation and its spinoff Brookfield Asset Management. Gabe aka Fuhat shared his insights into the many worlds of Brookfield, an area… Read more: Brookfield Asset Management Stock Discussion With Gabe (BAM/BN)
- Best 70 High Yield Interest Savings Accounts August 2023The best 70 high yield interest bank accounts I found in August 2023. Bank interest yields are getting decent again with most offering 5%+ interest rate across money market, savings, and checking… Read more: Best 70 High Yield Interest Savings Accounts August 2023
- Buffett Says Get A Will: Financial Advisor William Vaughan ExplainsWarren Buffett said that many parents make terrible mistakes in the wills to their children. William Vaughan explains why estate planning is in dire straits and what you can do about it… Read more: Buffett Says Get A Will: Financial Advisor William Vaughan Explains
- Disney Company Analysis 2023 With Alejandro Salcedo (DIS)Alejandro and Michelle discussed Disney as its stock has been beaten down but the company has a lot going for it. In spite of Disney’s storied history and accomplishments, it has been… Read more: Disney Company Analysis 2023 With Alejandro Salcedo (DIS)
- Could CAVA Be The Next Chipotle? Alejandro Salcedo’s CAVA Stock AnalysisAlejandro and Michelle discussed CAVA, a growing fast-casual Mediterranean restaurant chain that reminds us of Chipotle. CAVA just IPO’d on June 15, 2023 at $22 per share, but this stock has been… Read more: Could CAVA Be The Next Chipotle? Alejandro Salcedo’s CAVA Stock Analysis
- Does Warren Buffett Hate Financial Advisors? William Vaughan AnswersWarren Buffett has been critical of financial advisors, so I discussed this with a professional! Will Vaughan is a financial advisor working in wealth management, so he shed some light on Buffett’s… Read more: Does Warren Buffett Hate Financial Advisors? William Vaughan Answers
- Costco Company Analysis 2023 With Alejandro SalcedoAlejandro shares his Warren Buffett-style analysis of Costco, Charlie Munger’s favorite warehouse club! Costco has been dominating the bulk warehouse goods market for a while, though BJ’s and Sam’s Club also have… Read more: Costco Company Analysis 2023 With Alejandro Salcedo
- Domino’s Pizza 2023 Company Analysis With Alejandro SalcedoAlejandro shares his Warren Buffett-style analysis of Domino’s, maker of pizza, wings, and more! Domino’s had been dominating the pizza competition with innovation and increased store count, but can they continue their… Read more: Domino’s Pizza 2023 Company Analysis With Alejandro Salcedo
- Lithia Motors Company Analysis With Alejandro SalcedoAlejandro shares his Warren Buffett-style analysis of Lithia Motors. Lithia is the third largest American new vehicle automotive dealership group behind AutoNation and Penske Automotive Group. Lithia has over 70,000 vehicles across… Read more: Lithia Motors Company Analysis With Alejandro Salcedo
- Berkshire Hathaway’s Business Model Explained In 13 MinutesWarren Buffett explains why Berkshire Hathaway is such a successful business and how the cash flows. At the beginning of the 2023 Annual Meeting, Buffett explained the Berkshire Hathaway business model in… Read more: Berkshire Hathaway’s Business Model Explained In 13 Minutes
- Berkshire Hathaway Will Be A $1.5 Trillion Company In 12 YearsI recap Warren Buffett and Charlie Munger’s gems of wisdom from Berkshire Hathaway 2023. There are three shareholder questions and answers I discuss as I continue my key takeaways from this year’s… Read more: Berkshire Hathaway Will Be A $1.5 Trillion Company In 12 Years
- Warren Buffett: How To Succeed Despite AIMy Berkshire Hathaway 2023 takeaways from Warren Buffett and Charlie Munger. Buffett and Munger gave advice about how to succeed as an investor despite disruptive technologies like artificial intelligence (AI). I discuss… Read more: Warren Buffett: How To Succeed Despite AI
- Superinvestor Portfolios Q1 2023: Smart Money BuysI discuss the latest investing activities of superinvestors as of Q1 2023. By studying what superinvestors are investing in or not, their trends might give us new insights, investing ideas, and help… Read more: Superinvestor Portfolios Q1 2023: Smart Money Buys
- My Berkshire Hathaway 2023 Omaha Travel VlogMy epic Berkshire Hathaway 2023 Annual Meeting experience in Omaha, Nebraska was even better than 2022! If you’re interested in the podcast episode where my podcast partner, Signe Lonholdt, and I describe… Read more: My Berkshire Hathaway 2023 Omaha Travel Vlog
- Jeremy Grantham Predicts Stock Market Bottom In 2024Investor Jeremy Grantham made strong predictions for the stock market and US economy in his latest GMO letter. While the S&P 500 (SPX) closed at 3840 on Dec 30, 2022, down 960… Read more: Jeremy Grantham Predicts Stock Market Bottom In 2024
- Investing Like Warren Buffett: My Personal Finance JourneyHandie Kunen aka Personal Finance Cat interviewed me regarding how I modeled my investing philosophy on Warren Buffett and Charlie Munger. It was great speaking with Handie as she is a Podcaster,… Read more: Investing Like Warren Buffett: My Personal Finance Journey
- Best High Yield Interest Savings Accounts April 2023Here are the best 60+ high yield interest bank accounts I found in April 2023. Bank interest yields are getting decent again with most offering 4.5%+ interest rate across money market, savings,… Read more: Best High Yield Interest Savings Accounts April 2023
- Alibaba’s 6 Way Split But Charlie Munger Did Not Sell BABA (Yet)I discuss Alibaba splitting into six companies, BABA share buybacks, and why hasn’t Charlie Munger (Daily Journal) sold Alibaba if it’s such a big mistake? After months of being a persona non… Read more: Alibaba’s 6 Way Split But Charlie Munger Did Not Sell BABA (Yet)
- Charlie Munger’s Secret Of Life At Daily Journal 2023 MeetingCharlie Munger reveals the secret of life, longevity, and more gems of wisdom. At the 2023 Daily Journal (DJCO) meeting, Becky Quick shared fantastic shareholders question to Charlie Munger who had both… Read more: Charlie Munger’s Secret Of Life At Daily Journal 2023 Meeting
- My Investing Mistakes and Meeting Jamie Dimon and Mohnish PabraiDavid Barbato interviewed me on his ValueHunt Podcast where I told him how I manage my emotions when my stocks are going down in market value, and what it was like to… Read more: My Investing Mistakes and Meeting Jamie Dimon and Mohnish Pabrai
- How To Attend The Berkshire Hathaway 2023 Annual MeetingI explain how to attend the Berkshire Hathaway 2023 Annual Shareholders Meeting in Omaha to see Warren Buffett and Charlie Munger live! Let me know if you plan to be there! Add… Read more: How To Attend The Berkshire Hathaway 2023 Annual Meeting
- Charlie Munger On Crypto At Daily Journal 2023 MeetingCharlie Munger reveals what he REALLY thinks about crypto in all his infinite wisdom. At the 2023 Daily Journal (DJCO) meeting, Becky Quick shared a question in which “Charlie said, I’m not… Read more: Charlie Munger On Crypto At Daily Journal 2023 Meeting
- Charlie Munger Explains Why Alibaba Was A Huge Mistake At The Daily Journal 2023 Meetingsdf Charlie Munger explains why Alibaba was one of his worst mistakes in 2023, after defending this ecommerce company last year. Charlie’s latest insights on Alibaba makes me wonder if Daily Journal… Read more: Charlie Munger Explains Why Alibaba Was A Huge Mistake At The Daily Journal 2023 Meeting
- Roth IRA, 401k, HSA 2023: Everything You Need To Know To Max Out Retirement Investing!Get to know how much you can contribute to a Roth IRA or Traditional IRA, 401k, and HSA for 2023! If you max out these retirement accounts, you can make the most… Read more: Roth IRA, 401k, HSA 2023: Everything You Need To Know To Max Out Retirement Investing!
- Smart Money Portfolios Q4 2022: Buffett, Munger, Pabrai, Spier, MoreI discuss the latest investing activities of superinvestors I tend to follow as of Q4 2022. By studying what superinvestors are investing in or not, their trends might give us new insights,… Read more: Smart Money Portfolios Q4 2022: Buffett, Munger, Pabrai, Spier, More
- Charlie Munger Daily Journal 2023 Annual Meeting: Alibaba Big Mistake!My thoughts on Charlie Munger’s gems of wisdom at the Daily Journal Meeting on February 15, 2023. Video Contents:-Intro Charlie DJCO 2023-Alibaba Is Charlie’s Biggest Mistake-Charlie On Taiwan Semi, Tesla, and Crypto-Daily… Read more: Charlie Munger Daily Journal 2023 Annual Meeting: Alibaba Big Mistake!
- How To Value Berkshire Hathaway Stock In 2023 With Adam MeadAdam Mead, a professional investor and author, kindly explained a sum-of-the-parts valuation method of Berkshire Hathaway to arrive at its intrinsic value as of February 2023. In addition to Berkshire, Adam provides… Read more: How To Value Berkshire Hathaway Stock In 2023 With Adam Mead
- Investing Tips For Gen Z, The Next Generation of InvestorsDavid kindly hosted me on his ValueHunt YouTube channel in this interview. I am so impressed with David since he is only 16 years old and he is so wise beyond his… Read more: Investing Tips For Gen Z, The Next Generation of Investors
- How I’m Investing In 2023I discuss my current investing outlook for 2023. Some of my friends have been asking me, “are you buying stocks or are you more so waiting in cash?” And the answer is… Read more: How I’m Investing In 2023
- Superinvestor Portfolios Q3 2022: Munger, Pabrai, Spier, & MoreI discuss the latest investing activities of superinvestors I tend to follow. Video Contents: -Superinvestors Intro-Charlie Munger DJCO BABA Update-Guy Spier-Li Lu-Mohnish Pabrai Bought BAM-Bill Miller Reduced BABA-Viking Global Bought BABA I… Read more: Superinvestor Portfolios Q3 2022: Munger, Pabrai, Spier, & More
- Best High Yield Interest Savings Accounts January 2023Here are the best 50+ high yield interest bank accounts I found in January 2023. Bank interest yields are getting decent again with many offering 4%+ interest rate across money market, savings,… Read more: Best High Yield Interest Savings Accounts January 2023
- Semiconductor Investment Ideas From CHIPS For America ActThere could be potential semiconductor company investment opportunities related to the CHIPS Act. Video Contents:-Semiconductor Investments Intro-Berkshire Bought TSMC-Chip War Between US & China-CHIPS Act Goals & Investments-Semiconductor Fear In Markets-Investment Decisions… Read more: Semiconductor Investment Ideas From CHIPS For America Act
- Charlie Munger: Avoid These Mistakes To Get RichCharlie Munger tells stories of mistakes to avoid in order to become rich. If you can learn vicariously from others’ mistakes, you’re bound to become wealthy as Charlie described at the 2019… Read more: Charlie Munger: Avoid These Mistakes To Get Rich
- Charlie Munger’s Secret Investing TricksCharlie Munger revealed his not so secret investing tricks in how much diversification you need. At the 2019 Daily Journal Corporation annual meeting, Charlie started his tales of wisdom by saying, “the… Read more: Charlie Munger’s Secret Investing Tricks
- How Warren Buffett Finds Successful Investment IdeasWarren Buffett and Charlie Munger explain how to find successful investment ideas. During the 2003 Berkshire Hathaway meeting, someone asked Buffett 1) how he finds a few excellent investing ideas that end… Read more: How Warren Buffett Finds Successful Investment Ideas
- Charlie Munger On How To Outperform Wall Street InvestorsHow would you like an investing advantage over Wall Street? If yes, listen to Charlie Munger’s advice. Instead of listening to what’s typically taught in business schools or what a lot of… Read more: Charlie Munger On How To Outperform Wall Street Investors
- Announcing The Investing Mastermind PodcastI’m so excited to tell you about a new investing podcast today: The Investing Mastermind Podcast that my friend and business partner Signe Lonholdt and I just launched! We created this podcast… Read more: Announcing The Investing Mastermind Podcast
- Bill Ackman Asks Warren Buffett If Stock Buybacks Should Be Limited?Bill Ackman asked Warren Buffett if there’s a limit to stock buybacks at the 1998 Berkshire Hathaway Annual Meeting. There are a number of ways shareholders can get a return on their… Read more: Bill Ackman Asks Warren Buffett If Stock Buybacks Should Be Limited?
- Bill Ackman Asks Warren Buffett How To Invest In Financial CompaniesBill Ackman asked Warren Buffett about investing in financial companies at the 2005 Berkshire Hathaway Annual Meeting. You would think with interest rates going up aggressively in 2022, that maybe it’s worth… Read more: Bill Ackman Asks Warren Buffett How To Invest In Financial Companies
- Alibaba Returns To Profitability In Q3 2022 EarningsAlibaba’s CEO Daniel Zhang hinted at what BABA’s stock price should really reflect as I discuss Alibaba’s September 2022 quarter financial performance. Video Contents:-BABA Stock Is Rebounding-Alibaba’s September 2022 Performance-Positive Profits Again-Singles’… Read more: Alibaba Returns To Profitability In Q3 2022 Earnings
- Warren Buffett And Berkshire Hathaway’s Q3 2022 Portfolio ReviewI discuss Warren Buffett and Berkshire Hathaway’s current stock activities as of Q3 2022. Berkshire Hathaway’s 13F filing came out on November 14 for the quarter that ended on September 30, 2022,… Read more: Warren Buffett And Berkshire Hathaway’s Q3 2022 Portfolio Review
- Warren Buffett Explains What Investing Risk Really IsAt the Berkshire Hathaway Annual Meeting in 1997, Warren Buffett answered how he views investing risk. An attendee asked Buffett, “in light of recent stock market volatility, could you give us your… Read more: Warren Buffett Explains What Investing Risk Really Is
- 2023 Contribution Limits For 401k, IRA, Health Savings AccountIf you enjoy saving and investing for retirement, enjoy the 2023 Contribution Limits:$22,500 for 401(k), 403(b), most 457 plans, and Thrift Savings Plan (TSP)$6,500 for Roth IRA and Traditional IRA (Individual Retirement… Read more: 2023 Contribution Limits For 401k, IRA, Health Savings Account
- My Personal Finance Habits And How I InvestToday I’m sharing my investing practice and personal finance habits. Since I really enjoy learning about investing, economics, and personal finance, I hope you’ll gain value out of knowing what my money… Read more: My Personal Finance Habits And How I Invest
- How To Get Higher Pay With NYC Salary Transparency LawThe new New York City pay transparency law could help millions of Americans get the pay they deserve. As of November 1, 2022, NYC’s Salary Transparency Law went into effect in amending… Read more: How To Get Higher Pay With NYC Salary Transparency Law
- Jeff Bezos & Jamie Dimon Warning Of Recession In 2023The leaders of Amazon and Chase are getting ready for an economic hurricane. In today’s video I discuss recent comments from Jeff Bezos of Amazon and Jamie Dimon of JPMorgan Chase about… Read more: Jeff Bezos & Jamie Dimon Warning Of Recession In 2023
- Alibaba Stock Crash: Is This The End For BABA?!It’s over for Alibaba. Or is it? My thoughts about the extreme selloff of BABA stock. This week, the markets sold off Chinese stocks in freaking out over President Xi Jinping getting… Read more: Alibaba Stock Crash: Is This The End For BABA?!
- The Best S&P 500 Index Funds And Exchange Traded FundsWhat are the best stock funds to invest in 401ks and IRAs? I explain what to look for. One of the best investors, Warren Buffett, said that 99% of people should invest… Read more: The Best S&P 500 Index Funds And Exchange Traded Funds
- Warren Buffett: How To Find Stocks To Invest InWhat stocks should we invest in? Legendary investor Warren Buffett answers what he looks for in businesses. At the University of Florida in 1998, Warren Buffett described how to find businesses (stocks)… Read more: Warren Buffett: How To Find Stocks To Invest In
- Warren Buffett: How Much Diversification You NeedHow much diversification in stocks is enough? The best investor of all time Warren Buffett answers this question for us. You may be wondering, “how many stocks should I diversify in,” as… Read more: Warren Buffett: How Much Diversification You Need
- How To Buy Series I Bonds: Step By Step Tutorial (9.62% Rate Ends October 2022)How To Buy Series I Bond Step By Step Tutorial since this October 2022 is our last chance to lock in the high yield 9.62% rate. If you are interested in buying… Read more: How To Buy Series I Bonds: Step By Step Tutorial (9.62% Rate Ends October 2022)
- Best High Yield Interest Savings Accounts October 2022Here are the best 50+ high yield interest bank accounts I found in October 2022. Bank interest yields are getting decent again with many offering 2%+ interest rate across money market, savings,… Read more: Best High Yield Interest Savings Accounts October 2022
- Last Chance To Buy 9.62% Series I Bond In October 2022This October 2022 is our last chance to lock in the high yield 9.62% in Series I Bonds because I predict the November rate will be lower. If you’re looking to offset… Read more: Last Chance To Buy 9.62% Series I Bond In October 2022
- Is The British Economic Crisis Leading To Global Recession?The London Bridge is falling down economically! Is high inflation and a tumbling stock market in the US getting you down? Because as bad as things may seem here, they could always… Read more: Is The British Economic Crisis Leading To Global Recession?
- Alibaba Delisting Risk And BABA Stock Updates 2022It’s been a dramatic year of ups and downs for Alibaba (BABA / 9988:HK) as tensions between the US and China are rising and a slowing Chinese economy has been hampering Alibaba’s… Read more: Alibaba Delisting Risk And BABA Stock Updates 2022
- Is Google Stock On Sale?! Alphabet Valuation In 2022Throughout 2022, it didn’t seem as though Google (aka Alphabet) was cheap enough until now. Google might be getting close to being on sale, if it isn’t already depending on which metrics… Read more: Is Google Stock On Sale?! Alphabet Valuation In 2022
- Stock Market Fear Is Your Friend To Invest This Fall 2022Invest, don’t give into FUD. The Fed’s latest rate hike is causing fear in the stock market, but as investors we should try to separate noise from signal as I explain in… Read more: Stock Market Fear Is Your Friend To Invest This Fall 2022
- Why Bill Ackman Wants Fed To Hike Rates Above 4%I explain why Bill Ackman wants The Fed to hike rates a lot. Bill Ackman of Pershing Square Capital Management is a famously concentrated investor in which he only invests in a… Read more: Why Bill Ackman Wants Fed To Hike Rates Above 4%
- Peter Lynch’s Investing Secrets To SuccessLegendary fund manager of Fidelity, Peter Lynch, ran the highly successful Magellan mutual fund from 1977 to 1990. He had one of the best investing return rates in the entire investing industry… Read more: Peter Lynch’s Investing Secrets To Success
- What You Need To Know To Invest From Warren Buffett’s Famous TV InterviewWarren Buffett’s Rule #1 Of Investing. When Warren Buffett was 54 years old in the Fall 1984, he had a major television interview with “Adam Smith’s Money World” that aired in 1985.… Read more: What You Need To Know To Invest From Warren Buffett’s Famous TV Interview
- Investing And Money Goals To Achieve In Your 30sWondering if you’re on track financially? I’ve heard a good amount of millennials in their early to mid 30s say that they regretted not investing sooner like in their 20s, and now… Read more: Investing And Money Goals To Achieve In Your 30s
- 92 Warren Buffett Quotes For His 92nd Birthday Today!Happy 92nd Birthday To Warren Buffett! To commemorate Warren Buffett’s birthday this year, I’m sharing 92 of Buffett’s greatest quotes for his 92 years of life so far! As a Buffett fangirl… Read more: 92 Warren Buffett Quotes For His 92nd Birthday Today!
- Inherited IRA Rules With The Great Wealth Transfer ComingAre you inheriting an IRA? I explain the basic rules as of 2022. The Great Wealth Transfer means that millions of Millennials and Gen Xers could stand to inherit $30 trillion to… Read more: Inherited IRA Rules With The Great Wealth Transfer Coming
- Howard Marks: How To Be A Successful InvestorHoward Marks is a co-founder of Oaktree Capital Management and he talked about how to be a great investor. He said that “in order to be a great investor, you have to… Read more: Howard Marks: How To Be A Successful Investor
- Investing Wisely When Stock Markets Are Crazy With KayeKaye and I are so excited to discuss investing and trading in stocks during market craziness in late summer 2022! It’s a walk in the park talking with Kaye because his deep… Read more: Investing Wisely When Stock Markets Are Crazy With Kaye
- Michael Burry Predicts Stock Market Bottom With Q2 2022 Portfolio & TweetsI discuss Michael Burry’s final stock market warnings in 2022. I personally find Michael Burry’s ephemeral knowledge drops on Twitter to be helpful because I like being prepared for what could happen… Read more: Michael Burry Predicts Stock Market Bottom With Q2 2022 Portfolio & Tweets
- What Superinvestors Like Warren Buffett and Li Lu Bought In Q2 2022Investing moves from some of the best investors in Q2 2022. Video contents:-Superinvestors 13F Holdings Intro-Warren Buffett & Berkshire Hathaway-Charlie Munger & Daily Journal-Mohnish Pabrai-Guy Spier-Li Lu-Bill Miller-How Much Li Lu Paid… Read more: What Superinvestors Like Warren Buffett and Li Lu Bought In Q2 2022
- 14 Signs Of A Stock Market Bottom In 2022: New Bull Market?Has the stock market bottomed? These 14 signs reveal yes and no. Is a new bull market underway since the Nasdaq regained 23% from its June 2022 lows? Although some articles suggest… Read more: 14 Signs Of A Stock Market Bottom In 2022: New Bull Market?
- Warren Buffett’s Investing Advice During High InflationBuffett’s lessons on how inflation “swindles almost everybody” as the stock market is rejoicing in mid-August 2022 with Consumer Price Index (CPI) Inflation coming off its 40 year highs of 9.1% in… Read more: Warren Buffett’s Investing Advice During High Inflation
- Howard Marks: Stocks Are Not In A BubbleInvestor Howard Marks shares investing advice for stocks that aren’t in a bubble. Add me on Instagram: michellemarki Howard Marks is a co-founder of Oaktree Capital Management and he talked about the… Read more: Howard Marks: Stocks Are Not In A Bubble
- Warren Buffett’s Protege Is An Investor To WatchI explain why Tracy Britt Cool is likely on her way to becoming a superinvestor. Warren Buffett’s protégé Tracy Britt Cool is an investor to watch based on what I’ve learned about… Read more: Warren Buffett’s Protege Is An Investor To Watch
- Warren Buffett Lessons For Young People To Survive RecessionsBuffett’s advice on how to get through recessions because of America’s strengths. Warren Buffett said “businesses came back very well from 5 years ago when the panic hit. It was a panic… Read more: Warren Buffett Lessons For Young People To Survive Recessions
- What Is Greedflation And Is It Making You Poor?Is Greedflation really happening? I explain the possible effects on us. As a highly debated topic, the answer involves asking what are the major factors contributing to some of the highest inflation… Read more: What Is Greedflation And Is It Making You Poor?
- Best High Yield Interest Savings Accounts July 2022Here’s the best 30 high yield interest bank accounts I found in July 2022. About a month ago, many banks were still only offering interest yields of up to 0.5% across money… Read more: Best High Yield Interest Savings Accounts July 2022
- Top 10 Signs The US Economy Is Heading For RecessionI discuss the top 10 recession signs of a weakening US economy in 2022. The increasing amount of recession signals is stemming from the Federal Reserve having to raise interest rates (Fed… Read more: Top 10 Signs The US Economy Is Heading For Recession
- No Soft Landing For The Fed To Avoid Recession In 2023The Fed may be suggesting a recession is in the cards for early 2023, and I explain why. It kind of feels like we’re in an economic twilight zone in the early… Read more: No Soft Landing For The Fed To Avoid Recession In 2023
- Jamie Dimon’s Recession Countdown To 2023Billionaire Jamie Dimon is warning about an impending economic hurricane with advice on how to be prepared. Jamie Dimon, the CEO of JPMorgan Chase, explained how he is battening down the hatches… Read more: Jamie Dimon’s Recession Countdown To 2023
- How To Save Money During High Inflation 2022Want to save $10,000? I share tips on how to save money during high inflation across our lifestyle and household budgets. How has inflation affected your buying habits? If you’d like to… Read more: How To Save Money During High Inflation 2022
- How Much Money You Need To Be Happy In 2022Do you believe that money can buy happiness? I reveal how much money in 2022 dollars you need to make annually in order to be happy. The answer as to whether money… Read more: How Much Money You Need To Be Happy In 2022
- Ray Dalio & Jeremy Grantham’s Investing Advice To Grow Wealth With Stocks CrashingRay Dalio and Jeremy Grantham offer advice for how to grow wealth in high inflation and stock markets crashing. “This is the real McCoy,” observes Jeremy Grantham as we could be seeing… Read more: Ray Dalio & Jeremy Grantham’s Investing Advice To Grow Wealth With Stocks Crashing
- Alibaba: Wall Street Buying & Superinvestors Selling BABA In 2022Could Alibaba and Chinese Tech stocks be staging a legit rebound as they may have bottomed in March 2022? Alibaba is still delivering double digit revenue growth in spite of facing slowing… Read more: Alibaba: Wall Street Buying & Superinvestors Selling BABA In 2022
- Netflix’s New Growth Strategies: Is NFLX Stock A Buy?Netflix stock has declined by 75% following a loss of subscribers and slowing revenue growth in 2022. Is NFLX a buy if they can figure out new ways to grow? People being… Read more: Netflix’s New Growth Strategies: Is NFLX Stock A Buy?
- Stock Market Returns You Can Expect With Recession Looming In 2022If you invest now, I discuss what stock market returns you can expect as The Fed is hiking rates aggressively to combat inflation. Everything in our portfolios might seem like doom and… Read more: Stock Market Returns You Can Expect With Recession Looming In 2022
- Series I Bonds Vs High Yield Savings Accounts: Which Is Better?Could Series I Savings Bonds yield a decent return against high inflation and compared to current alternatives in high yield savings accounts and the stock market? With inflation hitting new 40 year… Read more: Series I Bonds Vs High Yield Savings Accounts: Which Is Better?
- Markel: Why Berkshire Hathaway Invested In This Insurance CompanyMarkel Corporation strives to be like a mini Berkshire Hathaway with its insurance, investments, and venture companies. If you like Warren Buffett, Charlie Munger, and Berkshire Hathaway, you may have wondered if… Read more: Markel: Why Berkshire Hathaway Invested In This Insurance Company
- Charlie Munger On How To Succeed In BusinessCharlie Munger revealed how to succeed in business and the best way to get what you want in life. I endeavor to collect gems of wisdom from the greatest investors of all… Read more: Charlie Munger On How To Succeed In Business
- Charlie Munger’s Tricks to Achieve Financial SuccessCharlie Munger’s bag of tricks helped him achieve financial success, including this simple habit that helped him enormously in life. You don’t need to know calculus but just some basic math as… Read more: Charlie Munger’s Tricks to Achieve Financial Success
- Warren Buffett’s Simple Investing Strategy For Any MarketWarren Buffett revealed his simple investing strategy and his advice for learning how to invest. Warren Buffett shared much investing wisdom at the Nebraska Forum’s “Financial Future of American Youth” talk in… Read more: Warren Buffett’s Simple Investing Strategy For Any Market
- Warren Buffett’s Advice Will Change Your Financial FutureLegendary investor Warren Buffett’s advice will change your financial future for the better so you can get ahead of the financial game of life. Warren Buffett shared much wisdom in how being… Read more: Warren Buffett’s Advice Will Change Your Financial Future
- Berkshire Hathaway Q1 2022 Portfolio: Buffett’s Huge Bets On Activision & ChevronWarren Buffett and Berkshire Hathaway found way more exciting stock opportunities in Q1 2022 because they invested $40 Billion into equities that I review and discuss in this video. Video Contents:-Berkshire Shopping… Read more: Berkshire Hathaway Q1 2022 Portfolio: Buffett’s Huge Bets On Activision & Chevron
- Berkshire Hathaway 2022 Annual Meeting Best Highlights!Enjoy my detailed summary of the investing insights and wisdom I learned from Warren Buffett and Charlie Munger at the 2022 Berkshire Hathaway Annual Meeting on April 30th. Video Contents:-Berkshire 2022 Highlights… Read more: Berkshire Hathaway 2022 Annual Meeting Best Highlights!
- Lessons Learned From 5 Berkshire Hathaway Companies with Alejandro SalcedoAlejandro Salcedo and I discuss five Berkshire Hathaway companies and the lessons we have learned about these subsidiaries. Check out Alejandro’s Linkedin. Warren Buffett remains one of the best investors of all… Read more: Lessons Learned From 5 Berkshire Hathaway Companies with Alejandro Salcedo
- My Berkshire Hathaway 2022 Omaha Travel VlogIn this travel vlog, I describe what my first Berkshire Hathaway 2022 Annual Meeting experience was like in Omaha, Nebraska. I share travel tips as a tourist and the many awesome and… Read more: My Berkshire Hathaway 2022 Omaha Travel Vlog
- Berkshire Hathaway 2022 Meeting Experience With Alejandro SalcedoAlejandro Salcedo and I discussed our first Berkshire Hathaway Annual Meeting experience and key takeaways. We are both enthusiastic students of Warren Buffett and Charlie Munger, and I am so grateful to… Read more: Berkshire Hathaway 2022 Meeting Experience With Alejandro Salcedo
- My Berkshire Hathaway 2022 Meeting Swag: Buffett & Munger Souvenirs!At the Berkshire Hathaway 2022 Meeting in Omaha, Nebraska, I was lucky to grab swag in some awesome Warren Buffett & Charlie Munger souvenirs! Watch my YouTube Shorts video about it here!… Read more: My Berkshire Hathaway 2022 Meeting Swag: Buffett & Munger Souvenirs!
- Is Netflix On Sale Despite Bill Ackman Selling NFLX?!Netflix is down by 69% from its 2021 highs because they lost subscribers for the first time in over a decade! Even though Bill Ackman sold his entire Netflix stake, maybe it’s… Read more: Is Netflix On Sale Despite Bill Ackman Selling NFLX?!
- Charlie Munger’s Advice To Be A Great InvestorIf you’re a new investor or want to be a great investor, listen to Charlie Munger’s advice because he’s a “rich old man.” His financial success comes from avoiding typical human mistakes.… Read more: Charlie Munger’s Advice To Be A Great Investor
- Warren Buffett: The Only Habits You Need To Be Successful And HappyEnjoy Warren Buffett’s wisdom on the only habits that you need to be happy and successful in your financial future! Buffett said when they hire people, they look for integrity, intelligence, and… Read more: Warren Buffett: The Only Habits You Need To Be Successful And Happy
- Charlie Munger’s 100 Years Of Wisdom To Become RichEnjoy Charlie Munger’s wisdom for those on the journey to become rich. If you can gain competence from many disciplines and develop business savvy, the sky is the limit in how much… Read more: Charlie Munger’s 100 Years Of Wisdom To Become Rich
- Charlie Munger Sold Half Of Daily Journal’s Alibaba Stake In In Q1 2022!Charlie Munger has sold half of Daily Journal’s stake in Alibaba as of Q1 2022, which is a surprising change after Munger doubled down on BABA in Q4 2021 only to reverse… Read more: Charlie Munger Sold Half Of Daily Journal’s Alibaba Stake In In Q1 2022!
- Warren Buffett: 8 Rules For Successful InvestorsEnjoy Warren Buffett’s 8 rules to be a successful investor and human being. If you want to separate yourself from the herd, it would be wise to develop the habits and qualities… Read more: Warren Buffett: 8 Rules For Successful Investors
- Charlie Munger’s Simple 4 Step Investing Checklist To Get RichI explain the 4 investing steps that have helped Charlie Munger and Warren Buffett get rich. If we can follow this same simple formula, we are bound to become wealthy over time!… Read more: Charlie Munger’s Simple 4 Step Investing Checklist To Get Rich
- Warren Buffett’s Most Successful And Inspiring Business Manager EverWarren Buffett said this business manager accomplished something that virtually no one has accomplished, and why aren’t more business schools studying this business leader? This person raised the bar for what it… Read more: Warren Buffett’s Most Successful And Inspiring Business Manager Ever
- Berkshire Hathaway Annual Meeting Experience With Adam MeadAdam Mead and I discussed what the Berkshire Hathaway Annual Meeting experience is like and our investing outlook. As we are diehard fans of Warren Buffett and Charlie Munger, we are attending… Read more: Berkshire Hathaway Annual Meeting Experience With Adam Mead
- Bill Ackman’s Easy 8 Step Investing ChecklistLearn about investor Bill Ackman’s 8 Step Investing Checklist that his hedge fund Pershing Square Capital uses to invest in companies like Chipotle. I break down Bill Ackman’s 8 investing principles step… Read more: Bill Ackman’s Easy 8 Step Investing Checklist
- Create Cash Flow For Financial Freedom With Werner MinshallWerner Minshall and I talk about creating cash flows through business and investing. We discuss why Warren Buffett’s investing strategy is so successful and how buying great quality assets is the key… Read more: Create Cash Flow For Financial Freedom With Werner Minshall
- Guy Spier On Alibaba And Sustainable Investing Strategy In 2022Guy Spier explained why he and Charlie Munger invested in Alibaba along with what sustainable investing should be. Guy shared his advice on where and what to invest in during high inflation,… Read more: Guy Spier On Alibaba And Sustainable Investing Strategy In 2022
- Recession Warning: Death Crosses In Stocks and Inverted Yields In 2022I explain how death crosses in the stock market and inverted yield curves in treasury bonds could signal an upcoming recession and stock market declines in 2022. And how we can invest… Read more: Recession Warning: Death Crosses In Stocks and Inverted Yields In 2022
- Starbucks Stock Analysis With Howard Schultz Back As CEO In 2022Starbucks stock had been languishing until it was announced that Howard Schultz would return as CEO in April 2022 with Kevin Johnson retiring, which is a bullish sign for SBUX as I’ll… Read more: Starbucks Stock Analysis With Howard Schultz Back As CEO In 2022
- How To Attend Berkshire Hathaway 2022 Annual MeetingCheck out the 2023 update on how to attend the Berkshire Hathaway Meeting! I explain step by step how to attend the Berkshire Hathaway 2022 Annual Shareholders Meeting IN PERSON IN OMAHA… Read more: How To Attend Berkshire Hathaway 2022 Annual Meeting
- Alibaba: Are Bill Miller And Ray Dalio Wrong? BABA Down From Delisting FearsWhy are Bill Miller and Ray Dalio invested in Alibaba? BABA’s stock price fell to a 5 year low as JD.com reported losses and 5 Chinese companies got named to an SEC… Read more: Alibaba: Are Bill Miller And Ray Dalio Wrong? BABA Down From Delisting Fears
- Oil Shocks Lead To Recessions, Is One Coming In 2022?And Should You Copy Warren Buffett Buying Occidental Petroleum? Recessions have happened every time we have had oil shocks, so could it be happening again in 2022?! Berkshire Hathaway is buying Occidental… Read more: Oil Shocks Lead To Recessions, Is One Coming In 2022?
- Charlie Munger’s Warning For America At Daily Journal 2022 MeetingWe better listen to Charlie Munger if we want to avoid “terrible trouble” and historical mistakes of inflation in how America is flirting with the dangers of recession and money printing consequences… Read more: Charlie Munger’s Warning For America At Daily Journal 2022 Meeting
- Is The Fed Too Late To The Inflation Party By Hiking Interest Rates In March 2022?Even with the Ukraine Russia conflict going on, Jerome Powell and The Fed plan to raise the Fed Funds Rate in March 2022. I discuss the potential impacts of the first interest… Read more: Is The Fed Too Late To The Inflation Party By Hiking Interest Rates In March 2022?
- What Warren Buffett Is Doing With $144B Cash In 2021 Berkshire Hathaway LetterWarren Buffett’s letter to shareholders that just came out with the Berkshire Hathaway 2021 annual report on February 26, 2022 is always full of amazing investing lessons and wisdom. What will Buffett… Read more: What Warren Buffett Is Doing With $144B Cash In 2021 Berkshire Hathaway Letter
- Why Alibaba’s Cloud & Investments Will Improve GrowthI share my key takeaways from Alibaba’s latest Q4 2021 earnings results and how their focus on cloud, stock buybacks, and investments in their ecommerce businesses will help their growth and fundamentals… Read more: Why Alibaba’s Cloud & Investments Will Improve Growth
- Charlie Munger On Stock Market & Crypto Bubbles At Daily Journal 2022 MeetingIt’s important to heed Charlie Munger’s warnings on how the “wretched excesses” in stock market and crypto bubbles will lead to unwanted consequences, as he discussed at the 2022 Daily Journal Annual… Read more: Charlie Munger On Stock Market & Crypto Bubbles At Daily Journal 2022 Meeting
- Superinvestor Portfolios: Buffett, Munger, Pabrai, Spier, Li Lu, Greg Alexander In Q4 2021I share my highlights of the current portfolio holdings of Warren Buffett, Charlie Munger, Greg Alexander, Mohnish Pabrai, Guy Spier, Li Lu, Bill Miller, and Michael Burry as of Q4 2021. I… Read more: Superinvestor Portfolios: Buffett, Munger, Pabrai, Spier, Li Lu, Greg Alexander In Q4 2021
- Charlie Munger Defends Alibaba At Daily Journal 2022 Annual MeetingAt the 2022 Daily Journal Annual Meeting, Charlie Munger delivered a simple defense of why he invested DJCO’s cash into Alibaba (BABA). Enjoy these highlights straight from the GOAT’s mouth! I also… Read more: Charlie Munger Defends Alibaba At Daily Journal 2022 Annual Meeting
- How Seth Klarman Is Investing In 2022: Is Value Investing Still Alive?Billionaire value investor Seth Klarman who runs the Baupost Group hedge fund has shared how he is investing in 2022 and a few warning signs that I’ll cover in today’s video! I… Read more: How Seth Klarman Is Investing In 2022: Is Value Investing Still Alive?
- Netflix VS Google (Alphabet): Which Is A Better Investment In 2022?The stock market has been selling off with The Fed looking to raise interest rates to fight 7.5%+ inflation, so could growth and tech stocks like Netflix and Google be on sale?!… Read more: Netflix VS Google (Alphabet): Which Is A Better Investment In 2022?
- Avoid This Investment Fund That Could Cost You Millions!If you don’t want to miss out on millions of dollars as you’re investing toward retirement, learn why you might want to avoid target date or lifecycle funds! It can be overwhelming… Read more: Avoid This Investment Fund That Could Cost You Millions!
- Are You Learning Financial Literacy In School? What You Can Do If Not!Money affects a lot of our decisions in life and while schools are increasingly teaching kids how to save and invest, there are still gaps. Here’s what you can do to be… Read more: Are You Learning Financial Literacy In School? What You Can Do If Not!
- Guy Spier: How You Should Invest In 2022I recap Guy Spier’s lessons and his investing evolution as he shared with the Kolkata Investor Group. The biggest takeaway is learning new ways to value tech for future investment gains. One… Read more: Guy Spier: How You Should Invest In 2022
- How To Prepare For The Next Recession ChecklistRespected investors and leaders are warning about a potential recession in 2022 or 2023 and stock market crash, so I’ve got a recession checklist as to how we can be prepared in… Read more: How To Prepare For The Next Recession Checklist
- Jeremy Grantham Warns Of Superbubble EPIC CRASH In 2022!Investor Jeremy Grantham of GMO is warning about the Superbubble that is comprised of four Bubbles where an epic crash in markets might already be underway in 2022! I explain this Vampire… Read more: Jeremy Grantham Warns Of Superbubble EPIC CRASH In 2022!
- 2022 IRS Tax Filing Tips: Child Tax Credit, Third Stimulus Payment, New $600 IRS RuleAs you file your 2021 taxes in 2022, I share the top things to keep in mind, especially if you got child tax credits or the third stimulus payment! I review the… Read more: 2022 IRS Tax Filing Tips: Child Tax Credit, Third Stimulus Payment, New $600 IRS Rule
- 7 Easy Minimalist Habits I Use To Save MoneyFinancial minimalism sets you free. You can benefit by learning about the 7 easy minimalist habits that I use to save money! Then I invest this saved money for a better future… Read more: 7 Easy Minimalist Habits I Use To Save Money
- Best High Interest Savings And Investments For 2022Which assets will give the highest returns in 2022? I share the best high interest savings accounts and investments I could find at current interest rate and inflation levels. I tried to… Read more: Best High Interest Savings And Investments For 2022
- Mega Backdoor Roth IRA Tax Loophole Update 2022Have you been wondering if the Backdoor and Mega Backdoor Roth IRA tax loopholes were going to end? I’ve got updates on what I’ve learned about regular IRA and 401k to Roth… Read more: Mega Backdoor Roth IRA Tax Loophole Update 2022
- 3 Recession Signs Reveal Why The Everything Bubble May Burst In 2022 Or 2023!Nobody knows when the markets will crash, but this Everything Bubble is ready to pop with these 3 signs that happened during previous recessions. These indicators are flashing red so watch the… Read more: 3 Recession Signs Reveal Why The Everything Bubble May Burst In 2022 Or 2023!
- Charlie Munger Bought MORE BABA In Q4 2021 & How Alibaba Is Investing In Its Cloud FutureIn Q4 2021, Charlie Munger showed bullish conviction by doubling down on Alibaba as part of the Daily Journal equity portfolio. Can Alibaba’s new investments and rapidly growing cloud business help its… Read more: Charlie Munger Bought MORE BABA In Q4 2021 & How Alibaba Is Investing In Its Cloud Future
- Roth IRA, Traditional IRA, And 401k 2022: Everything You Need To Know To Max Out Retirement Investing!Get to know how much you can contribute to a Roth IRA or Traditional IRA, as well as the 401k for 2022! If you max out these retirement accounts, you can make… Read more: Roth IRA, Traditional IRA, And 401k 2022: Everything You Need To Know To Max Out Retirement Investing!
- Ray Dalio’s Stock Market Bubble Signs: Warning For 2022!Understanding these stock market bubble signs from billionaire investor Ray Dalio and his hedge fund Bridgewater Associates will help you prepare as stocks kept hitting all time highs in 2021! Is the end… Read more: Ray Dalio’s Stock Market Bubble Signs: Warning For 2022!
- Mohnish Pabrai Sold Alibaba To Buy Prosus (Tencent)What is the difference between PRX, PROSY, and PROSF? Keep reading on or watch my YouTube video! Mohnish Pabrai explained in an interview why he sold Alibaba in order to buy Prosus/Tencent,… Read more: Mohnish Pabrai Sold Alibaba To Buy Prosus (Tencent)
- Big Tech Drove Stock Market Rally As Insiders Sold Record Stocks In 2021The stock market’s epic rise in 2021 is largely thanks to a handful of Big Tech companies driving the S&P 500 to new highs and led to a Santa Rally to end… Read more: Big Tech Drove Stock Market Rally As Insiders Sold Record Stocks In 2021
- Investing Strategy & Stock Market Outlook In 2022 With Finance ABC’s Guillermo!Fellow YouTuber Finance ABC’s Guillermo Bermudez and I talk stocks, investing strategy, inflation, interest rate hikes in 2022, and more! Accomplished investor Guillermo shares much financial wisdom and I am grateful to… Read more: Investing Strategy & Stock Market Outlook In 2022 With Finance ABC’s Guillermo!
- Health Savings Accounts 2022: The Most Tax-Advantaged Investing Account!Health Savings Accounts are the most tax-advantaged type of investing account, and I explain the HSA’s benefits and attributes. Use the HSA for qualified medical expenses and investing for retirement! Video Contents:-Health… Read more: Health Savings Accounts 2022: The Most Tax-Advantaged Investing Account!
- Superinvestor Portfolios: Buffett, Munger, Pabrai, Spier, Li Lu, Greg Alexander In Q3 2021I share my highlights of the current portfolio holdings of Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, Li Lu, and Greg Alexander as of Q3 2021. I like observing these investors… Read more: Superinvestor Portfolios: Buffett, Munger, Pabrai, Spier, Li Lu, Greg Alexander In Q3 2021
- Financial Freedom Mindset And Investing Resources From Invested Book DecemberFreedom Is Life Without Financial Fear. I discuss how we can develop an investing mindset from the Invested Book December chapter and what tools and resources can help us with our investing… Read more: Financial Freedom Mindset And Investing Resources From Invested Book December
- Women Investors Have THIS In Common With Warren Buffett!Why women are better investors is due to factors like having a long term investing timeline, being risk-aware, and not trading too much. Women have much in common with Warren Buffett’s investing… Read more: Women Investors Have THIS In Common With Warren Buffett!
- How Interest Rate Hikes In 2022 Could Impact Stocks & BondsJerome Powell recently admitted that inflation is no longer transitory. I explain how stocks and bonds could be affected by the Fed’s plans to speed up tapering and then likely raise the… Read more: How Interest Rate Hikes In 2022 Could Impact Stocks & Bonds
- Superinvestors Buy Alibaba Despite Q3 2021 Struggles & Social Commerce Competition & Delisting RiskAlibaba has been selling off wildly after their Q3 2021 earnings miss amid a slowing Chinese economy, increasing Live eCommerce competition, and stock delisting fears. Mohnish Pabrai sold while Charlie Munger and… Read more: Superinvestors Buy Alibaba Despite Q3 2021 Struggles & Social Commerce Competition & Delisting Risk
- How To Gift Stock, Cash, And Financial GiftsThis holiday season consider giving your loved ones the kind of gift that keeps on giving: stocks, cash, and other financial assets that have the potential to keep compounding for years to… Read more: How To Gift Stock, Cash, And Financial Gifts
- Equity Compensation Like Employee Stock Options & More Explained!Getting paid in your company’s stock can be incredibly wealth building, but not enough people are taking advantage of employee stock options and related equity compensation offers! I explain what you need… Read more: Equity Compensation Like Employee Stock Options & More Explained!
- Dividends, Buybacks, & When To Sell Stocks | Invested NovemberDanielle Town and Phil Town’s Invested book November chapter reveals insights about dividends, buybacks, and when to sell stocks that we should keep in mind along our investing journey if we want… Read more: Dividends, Buybacks, & When To Sell Stocks | Invested November
- Do Stock Splits Make Stocks Cheaper?Stocks might seem cheaper when a company splits its stock, but it doesn’t change the “value” of the company at the time the stock splits. I explain why using Apple and Tesla… Read more: Do Stock Splits Make Stocks Cheaper?
- Warren Buffett’s $149 Billion Cash Is Ready For An Economic Storm!Berkshire Hathaway’s Q3 2021 quarterly report revealed a new record of $149.2 billion in cash that Warren Buffett is sitting on! I believe he’s biding his time until stocks go on sale… Read more: Warren Buffett’s $149 Billion Cash Is Ready For An Economic Storm!
- Elon Musk, Warren Buffett, & 10 Investors Warning About Inflation In 2021!Twelve investors have been sounding increasing inflation alarm bells throughout 2021, with half of the investors’ warnings coming in October 2021. Prepare for Inflation, as Michael Burry said, and what could be… Read more: Elon Musk, Warren Buffett, & 10 Investors Warning About Inflation In 2021!
- Mohnish Pabrai at Brown University: Spawner Businesses Like Tencent Are Best & Key TakeawaysMohnish Pabrai shared that spawner businesses are the best way to allocate capital and his advice for anyone who would like to start a fund. I share my key takeaways of his… Read more: Mohnish Pabrai at Brown University: Spawner Businesses Like Tencent Are Best & Key Takeaways
- Howard Marks At Milken 2021 Takeaways: A World Where Things Are Worth InfinityHoward Marks recently spoke at the Milken Institute Conference on October 19, 2021 and I share my key takeaways on what he said about the economy, inflation, investing trends, and cryptocurrencies. When… Read more: Howard Marks At Milken 2021 Takeaways: A World Where Things Are Worth Infinity
- Building An Antifragile Portfolio from Invested Book OctoberWe can create stock portfolios that can weather any economic storm using what Danielle Town and Phil Town have outlined in the Invested book’s October chapter based on the antifragile concept from… Read more: Building An Antifragile Portfolio from Invested Book October
- Higher Inflation Is Here To Stay: What You Can Do About It!With higher than average inflation likely to last into 2022, The Fed will likely taper soon then raise interest rates in 2022. I discuss actions we can take to mitigate the declining… Read more: Higher Inflation Is Here To Stay: What You Can Do About It!
- Growth VS Value Stocks: Which Is Better To Invest In?Is the rivalry between growth & value investing warranted? I explain what growth stocks and value stocks are, their historical performances, examples in the stock market, and where value investing comes from.… Read more: Growth VS Value Stocks: Which Is Better To Invest In?
- Stock Market Order Types: Market Order, Limit Order, Stop-Loss, Stop Limit, Trailing StopIn your brokerage accounts you’ll usually see 5 order types: Market Order, Limit Order, Stop-Loss, Stop Limit, and Trailing Stop. I show how each order type can be applied with an example… Read more: Stock Market Order Types: Market Order, Limit Order, Stop-Loss, Stop Limit, Trailing Stop
- Should You Copy Warren Buffett?Yes, you absolutely should if you’ve done your homework and believe in the same companies that Warren Buffett has invested in. Same goes for Charlie Munger. No shame in being a copycat!… Read more: Should You Copy Warren Buffett?
- Why Charlie Munger Buying More Alibaba Matters and BABA’s Growing Cloud BusinessCharlie Munger doubling down on Alibaba led to a 15% stock price increase in the week ending October 8, 2021. I discuss Alibaba’s role in the growing cloud infrastructure, Superinvestors’ BABA activity,… Read more: Why Charlie Munger Buying More Alibaba Matters and BABA’s Growing Cloud Business
- 7 Places Your Money Needs To Go When You Get Paid!Making your money work for you will help you reach financial freedom, and these are all the 7 places your money should go when you get paid! You should designate your money… Read more: 7 Places Your Money Needs To Go When You Get Paid!
- How To Build Wealth The Easy Way Starting With $0Starting from nothing, I explain how you can start saving and investing through many sources so you can achieve financial security and financial freedom! Many of us had next to nothing when… Read more: How To Build Wealth The Easy Way Starting With $0
- One Up On Wall Street By Peter Lynch – Key Takeaways For Investing SuccessOne Up On Wall Street stands the tests of time as legendary fund manager Peter Lynch shares the investing strategies behind his successful Fidelity career. The investing lessons herein will make you… Read more: One Up On Wall Street By Peter Lynch – Key Takeaways For Investing Success
- How To Invest Your First $1000 in 2021As you’re thinking about ways to invest your first $1000, first you’ve got to ask yourself what are your financial goals? I discuss what types of investments you could make across stocks,… Read more: How To Invest Your First $1000 in 2021
- The End of Mega Backdoor Roth IRA Tax Loophole?!Potential tax changes in 2021 could mean the end of backdoor and mega backdoor Roth IRA conversions! I explain how this could affect everyday people who are trying to maximize their retirement… Read more: The End of Mega Backdoor Roth IRA Tax Loophole?!
- Top Women Investors You Should Check Out In 2021!Today I’m honoring and celebrating women investors, starting with a few I admire the most and whom you should check out! I’m declaring September to be Happy National Women Investing Month so… Read more: Top Women Investors You Should Check Out In 2021!
- Fractional Shares Explained: Everything You Need To Know!What are fractional shares? I break down what share slices are, how to buy a fraction of a share in a brokerage account, the pros and cons, and comparisons between what brokers… Read more: Fractional Shares Explained: Everything You Need To Know!
- Charlie Munger’s Inversion Applied To Costco & Chipotle | Invested SeptemberCharlie Munger is famous for saying “Invert, Always Invert!” and using the lessons I learned from Danielle Town’s Invested book, I share investing inversion arguments and rebuttals for Costco and Chipotle respectively.… Read more: Charlie Munger’s Inversion Applied To Costco & Chipotle | Invested September
- What Mohnish Pabrai Learned From Nick Sleep On Investing | London Business School 2021 Talk SummaryI discuss Mohnish Pabrai’s wisdom and how he evolved his investing process based on Nick Sleep’s letters. He highlights an incredibly important question we should ask as investors. I share my key… Read more: What Mohnish Pabrai Learned From Nick Sleep On Investing | London Business School 2021 Talk Summary
- What Are The Main Asset Classes That Return The Most?I explain the 5 main asset classes and which assets return the most over the longest period of time. When I mention that an asset is highly liquid, it means that it… Read more: What Are The Main Asset Classes That Return The Most?
- 5 Money Habits That Keep You Poor: Stop Sabotaging Your Financial FutureI explain the 5 money habits that are keeping people poor and how people can become wealthier and happier through gradual behavior changes with their money habits. No more self-sabotaging your financial… Read more: 5 Money Habits That Keep You Poor: Stop Sabotaging Your Financial Future
- 6 Best Bank Accounts of 2021!For 2021, I discuss the 6 best bank accounts that have both a checking account and savings account for your every day short-term cash needs and money making options. None of this… Read more: 6 Best Bank Accounts of 2021!
- Alibaba VIE Delisting Risk and Superinvestors Buying: Is It Time To Buy BABA?Is Alibaba’s major selloff over? I discuss superinvestor buying trends, risks with BABA’s VIE ADR structure and regulatory changes, and some of BABA’s financial updates. It’s late August 2021, and you may… Read more: Alibaba VIE Delisting Risk and Superinvestors Buying: Is It Time To Buy BABA?
- Margin of Safety Valuation of Chipotle Example | Invested Book AugustWhat is the right price to pay for a stock? I use Chipotle valuation examples to answer this question by explaining Charlie Munger’s Margin of Safety as discussed in Danielle Town and… Read more: Margin of Safety Valuation of Chipotle Example | Invested Book August
- Li Lu on The Prospect of Value Investing In China SummaryI share my key takeaways of Li Lu’s 2015 lecture about whether value investing can be realized in China. Running the Himalaya Capital fund, Li Lu is known as the Warren Buffett… Read more: Li Lu on The Prospect of Value Investing In China Summary
- When The Fed Tapers Bond Buying Then Raises Interest RatesEven though The Fed is keeping interest rates at zero for now, it may begin tapering its bond buying program sooner than later. I explain what this could mean for markets in… Read more: When The Fed Tapers Bond Buying Then Raises Interest Rates
- How I Pick My Stocks: Investing For BeginnersI share how I pick stocks to invest in based on how legendary investors Warren Buffett and Charlie Munger pick stocks. Yes, this is a How To Pick Stocks recipe! 😀 These… Read more: How I Pick My Stocks: Investing For Beginners
- 7 Money Truths I Wish Someone Told Me SoonerI wish I knew these seven money truths earlier in life but I’m glad I had these realizations along my personal finance and investing journey toward financial freedom. Make sure you watch… Read more: 7 Money Truths I Wish Someone Told Me Sooner
- Best Ways To Use Credit Cards To Make Money Or Fly For FreeAs a financial minimalist, I share my best ways of how I use credit cards to make money or fly for free. I focus on maximizing my cash back and travel reward… Read more: Best Ways To Use Credit Cards To Make Money Or Fly For Free
- 7 Accounts Everyone Needs For Financial FreedomIn my latest YouTube video, I suggest getting at least one of each of these 7 account types in order to reach financial freedom! Let’s give our money a job to do… Read more: 7 Accounts Everyone Needs For Financial Freedom
- Bubbles Everywhere: Jeremy Grantham’s 2021 WarningThroughout 2021, Jeremy Grantham has been warning about the stock market and everything else being in an epic bubble as we’re in the late stage of the bull market since 2009. Will… Read more: Bubbles Everywhere: Jeremy Grantham’s 2021 Warning
- How to Value Stocks Like Warren Buffett (Apple Example) | Invested Book JulyWarren Buffett values companies based on “Owner Earnings,” and I calculated valuations for Apple’s stock. Danielle Town’s & Phil Town’s Invested July chapter explains the 10 Cap / Owner Earnings and PayBack… Read more: How to Value Stocks Like Warren Buffett (Apple Example) | Invested Book July
- Money Saving Tips: How To Save Money To Become A Millionaire (Best Strategy)In today’s video I’m discussing my best strategy for how to save and invest money to become a millionaire someday. To do this, you need discipline, consistency, and some luck! The most… Read more: Money Saving Tips: How To Save Money To Become A Millionaire (Best Strategy)
- Richer, Wiser, Happier by William Green Key TakeawaysI recently read Richer, Wiser, Happier: How The World’s Greatest Investors Win In Markets And Life (2021) by William Green, and I share my key takeaways of the worldly wisdom contained in… Read more: Richer, Wiser, Happier by William Green Key Takeaways
- Warren Buffett & Charlie Munger Quotes For Waiting For Stocks To Go On SaleIn my latest video, I’m reflecting on Buffett and Munger quotes to help self-improve while I wait for wonderful companies’ stocks to go on sale. All time market highs are somewhat exasperating… Read more: Warren Buffett & Charlie Munger Quotes For Waiting For Stocks To Go On Sale
- 10 Money Mistakes I Made In My 20sI hope you can learn from the money mistakes I made in my 20s and avoid them so you have more money to save and invest! The following mistakes focus on money… Read more: 10 Money Mistakes I Made In My 20s
- Financial Independence Looks Like This To MeI’m on the journey toward financial freedom and this is what it looks like to me when I hopefully achieve it someday. Enjoy the mountain and lake scenery of Switzerland! On a… Read more: Financial Independence Looks Like This To Me
- Hedge Funds Explained: Wall Street Bets & Michael Burry StoriesI share the epic sagas of Reddit’s Wall Street Bets and Michael Burry’s hedge fund to explain what hedge funds are, who they’re for, what strategies they use, the purpose they serve,… Read more: Hedge Funds Explained: Wall Street Bets & Michael Burry Stories
- How Much Cash Should You Have – Is Alibaba A 5 Bagger To Mohnish Pabrai?With stocks at all time highs, many of us are wondering how much cash should we have on hand right now? I try to find out how much cash Warren Buffett and… Read more: How Much Cash Should You Have – Is Alibaba A 5 Bagger To Mohnish Pabrai?
- 2021 Guru Portfolios: Buffett, Munger, Pabrai, Spier & My Wish ListIn this video I share how I track my favorite guru investors’ current portfolios among Warren Buffett, Charlie Munger, Mohnish Pabrai, and Guy Spier and how that may affect what stocks end… Read more: 2021 Guru Portfolios: Buffett, Munger, Pabrai, Spier & My Wish List
- Graham Stephan’s 20 Cent Cup of Bankroll Coffee: Does It Really Cost 20 Cents?With much excitement, I was on a quest to find out whether I could achieve 20 cent coffee with Graham Stephan’s new coffee line called Bankroll Coffee. Enjoy my story of how… Read more: Graham Stephan’s 20 Cent Cup of Bankroll Coffee: Does It Really Cost 20 Cents?
- Rich Dad Poor Dad by Robert Kiyosaki SummaryEnjoy my summary of Rich Dad Poor Dad by Robert Kiyosaki that was originally published in 1997. If we want to be rich, we need to build up assets that generate cash… Read more: Rich Dad Poor Dad by Robert Kiyosaki Summary
- Inflation 2021: What To Look For To Be PreparedThe US economy is heating up with inflation trending up! I explain the factors that affect inflation and what this could mean for the near to medium term in the stock market… Read more: Inflation 2021: What To Look For To Be Prepared
- Top 7 Things To Do In Your 20s To Be Wealthy In Your 30s!I explain the top 7 things people in their 20s can do to become wealthy in their 30s! I know times are tough, but with a little hard work, discipline, and some… Read more: Top 7 Things To Do In Your 20s To Be Wealthy In Your 30s!
- 100 Baggers: How To Find Stocks That Return 100 to 1Exploring how to find 100 Baggers is the premise of Christopher Mayer’s Book 100 Baggers: Stocks that Return 100 to 1 and How To Find Them (2015). Monster Beverage reached 100x in… Read more: 100 Baggers: How To Find Stocks That Return 100 to 1
- Financial Freedom Money Stories: Invested Book JuneI discuss the money habits we develop from our families based on the June chapter of Danielle Town’s and Phil Town’s Invested Book (2018). No matter what the money stories are that… Read more: Financial Freedom Money Stories: Invested Book June
- Roth IRA: How To Be A Tax Free Millionaire With $17/Day!You can become a millionaire someday by investing $17 per day in a Roth IRA! I explain who a Roth IRA is good for, how to figure out your MAGI, and what… Read more: Roth IRA: How To Be A Tax Free Millionaire With $17/Day!
- Charlie Munger & Mohnish Pabrai Buy Alibaba – Margin of Safety PriceAlibaba recently lit up the value investing world because Charlie Munger and Mohnish Pabrai recently bought BABA in Q1 2021. I discuss what I’ve learned so far and Margin of Safety prices… Read more: Charlie Munger & Mohnish Pabrai Buy Alibaba – Margin of Safety Price
- How To Allocate Capital: Rebel Allocator Book ReviewI review the 2018 Rebel Allocator by Jacob Taylor and it is so good that Charlie Munger called Jake to share some advice. This book shares essential lessons on how to allocate… Read more: How To Allocate Capital: Rebel Allocator Book Review
- Why I’m A Financial Minimalist: Keys To Building WealthI share my keys to building wealth in why having a financial minimalist mindset leads to a sustainable feeling of being wealthy and how you can also become wealthy, if you’re not… Read more: Why I’m A Financial Minimalist: Keys To Building Wealth
- Top 8 Beginner Investing Mistakes!I discuss the top 8 beginner investing mistakes that I’ve observed happen to a lot of people, myself included. By vicariously learning from others’ mistakes, you won’t have to go through them… Read more: Top 8 Beginner Investing Mistakes!
- Best Places to Open a Roth IRA 2021I discuss six of the best places to open a Roth IRA based on high level criteria such as zero commission fees, zero minimums to open an account or buy securities, and… Read more: Best Places to Open a Roth IRA 2021
- Top 7 Ways To Help Mom Achieve Financial SecurityHappy Mother’s Day Investor Friends! Give your Mom not only some flowers, but also a plan for her financial well-being so she can achieve financial security and freedom! If you’re interested in… Read more: Top 7 Ways To Help Mom Achieve Financial Security
- Recession by 2023? When Interest Rates and Inflation Go Up!The Fed is staying the course of keeping interest rates low until 2023, so that means the US stock market and everything bubble will continue partying on until the Fed finally raises… Read more: Recession by 2023? When Interest Rates and Inflation Go Up!
- Charlie Munger’s Moat & Management Principles: May The Force Be With YouToday being May 4th, may the investing force be with you! I cover the May chapter of Danielle Town’s and Phil Town’s Invested Book (2018) on Charlie Munger’s moat and management principles.… Read more: Charlie Munger’s Moat & Management Principles: May The Force Be With You
- Berkshire Hathaway 2021 Annual Meeting: Best Highlights!Legendary investors Warren Buffett and Charlie Munger enlightened us with their wisdom at the Berkshire Hathaway 2021 Annual Meeting on May 1st. I share the best highlights and my key takeaways and… Read more: Berkshire Hathaway 2021 Annual Meeting: Best Highlights!
- Berkshire Hathaway 2021 Meeting: Ready to Learn!I’m getting ready to learn from legendary investors Warren Buffett and Charlie Munger at the Berkshire Hathaway Annual Meeting this Saturday, May 1st, 2021! The meeting is usually a huge gathering with… Read more: Berkshire Hathaway 2021 Meeting: Ready to Learn!
- Top 7 Ways to Boost Credit Score 2021: Get 800+ Credit Score TipsConsider these top 7 ways to boost your credit score based on the FICO score algorithm so you can get almost any kind of credit card or loan with the best and… Read more: Top 7 Ways to Boost Credit Score 2021: Get 800+ Credit Score Tips
- Financial and Investing Advice For 18 Year Olds and TeenagersFor any 18 year olds and teenagers wanting to know how to make money, how to save money, and how to invest. This is about what to do when you turn 18… Read more: Financial and Investing Advice For 18 Year Olds and Teenagers
- Expense Ratios: Fees Destroying Your Fund ReturnsExpense ratio fees from index funds and mutual funds and ETFs could be destroying your returns if you’re paying too much! Learn how you can save money on these fees! If you’re… Read more: Expense Ratios: Fees Destroying Your Fund Returns
- Warren Buffett’s 2020 Berkshire Hathaway Letter HighlightsI highlight my key takeaways from Warren Buffett’s 2020 Berkshire Hathaway Letter that came out in February 2021! If you’re interested in learning how to take control of your finances and start… Read more: Warren Buffett’s 2020 Berkshire Hathaway Letter Highlights
- Why Roth IRA is Better than Traditional IRA and Pre-Tax 401kI explain why even though Roth IRAs require more after-tax contributions up front, the benefits seem to outlast those of the Traditional IRA and Pre-Tax 401k during retirement age. If you’re interested… Read more: Why Roth IRA is Better than Traditional IRA and Pre-Tax 401k
- Financial Literacy Crisis: Get Basic Money Skills You Need To Know!In America, we’ve got a financial literacy crisis on our hands. Being financially literate means having the ability and skills to make money decisions, and I talk about how you can get… Read more: Financial Literacy Crisis: Get Basic Money Skills You Need To Know!
- Value Investing Principles: April Checklist Invested BookIn my investing practice, I apply the lessons I learned from Danielle Town’s and Phil Town’s Invested Book (2018) April chapter: First Principle of Value Investing. If you’re interested in learning how… Read more: Value Investing Principles: April Checklist Invested Book
- How to Live on $20 a Week and Eat Well!In this video, I share how I can live on only $20 a week of groceries as a frugal minimalist. The best practices I use include looking for food items that are… Read more: How to Live on $20 a Week and Eat Well!
- Charlie Munger Daily Journal 2021 Annual Meeting Key TakeawaysFeel free to watch my YouTube video recap on what I found to be the key takeaways: Legendary investor Charlie Munger shrewdly answered shareholder questions at the Daily Journal (DJCO) Annual Meeting… Read more: Charlie Munger Daily Journal 2021 Annual Meeting Key Takeaways
- Investing In A Mission & Values: Invested Book March PracticeDanielle Town and Phil Town’s March chapter of their 2018 Invested Book encourages us to evaluate companies’ missions and values as key investment factors to consider if we should buy a company’s… Read more: Investing In A Mission & Values: Invested Book March Practice
- Recession by 2023? Stock Market Bubble? What Would Warren Buffett Do?The epic bull run and bubble in the US stock market is likely to continue partying on for a few more years while the Fed stays dovish in keeping interest rates low… Read more: Recession by 2023? Stock Market Bubble? What Would Warren Buffett Do?
- GameStop Epic Saga of Redditors vs Wall Street: The Legend of Roaring KittyThe epic saga of GameStop, Redditors, and Wall Street is a love-hate triangle that has ushered in a crazy trading bonanza that mostly transpired at the end of January 2021, with some… Read more: GameStop Epic Saga of Redditors vs Wall Street: The Legend of Roaring Kitty
- Charlie Munger CalTech Interview December 2020 Key TakeawaysIn Charlie Munger’s December 14, 2020 interview with CalTech business professor Jean-Laurent Rosenthal, the 97-year-old Charlie shares his life experiences and thoughts on how society is changing. Charlie recalls how becoming a… Read more: Charlie Munger CalTech Interview December 2020 Key Takeaways
- Money Goal to Retire: February Practice Invested Book (Know Your Number)Do you know how much money you’ll need to have saved up in order to retire someday? For myself, I’ll need to hit anywhere from $1M to $3M eventually in life depending… Read more: Money Goal to Retire: February Practice Invested Book (Know Your Number)
- Tax Tips & Smart Tax Refund Investing Plan!Tis tax filing season! Here I’m sharing some smart tips and a plan of action as to how I approach filing my tax return, how I use my tax refund to invest… Read more: Tax Tips & Smart Tax Refund Investing Plan!
- Invested Book: January Investing Practice (Yoga Like)In this video, I review the beginning parts and first chapter of the Invested Book (2018) by Danielle Town and her father, Phil Town and share my experiences and thoughts. I discovered… Read more: Invested Book: January Investing Practice (Yoga Like)
- My Top 10 Investing Mistakes: Don’t Make These Mistakes!I hope you learn from the top investing and trading mistakes I’ve made so you don’t make the same ones! I’ve personally always enjoyed learning vicariously through others so as to hopefully… Read more: My Top 10 Investing Mistakes: Don’t Make These Mistakes!
- Warren Buffett Invests Like A Girl Book – Investment StrategyI review the 2011 Warren Buffett Invests Like A Girl book by LouAnn Lofton that talks about how Warren Buffett’s investing temperament is much like how women tend to invest. She goes… Read more: Warren Buffett Invests Like A Girl Book – Investment Strategy
- How To Invest: Getting Started for BeginnersThis video is dedicated for those who are are just starting out with investing or are beginners. I discuss a fast approach and slow approach to investing, where I show you what… Read more: How To Invest: Getting Started for Beginners
- New Year’s Goal: Become a Better Human with 2 BooksHappy New Year’s Eve and soon to be a 2021 New Year as we say ciao ciao to 2020! Let’s promise ourselves to accomplish one goal in the new year! I’m not… Read more: New Year’s Goal: Become a Better Human with 2 Books
- A Healthy & Wealthy Merry Christmas: Grateful InvestingIn today’s special Christmas investing video, I talk about habits that help people become and stay wealthy, such as practicing gratitude, humility, and generosity. I include some of my investing reflections based… Read more: A Healthy & Wealthy Merry Christmas: Grateful Investing
- Ellevest Detailed Review: My 20% Gains in Women Investing PlatformThis video is a call to action for women to take ownership of their financial power and future. My detailed Ellevest women investing platform review video will be part of a recurring… Read more: Ellevest Detailed Review: My 20% Gains in Women Investing Platform
- Recent Grads: How to Succeed For Hustle GenerationsIf you DON’T want to become part of a Lost Generation, and you’re feeling the pain from not finding a “real life” job right away, I know and sympathize with your pain.… Read more: Recent Grads: How to Succeed For Hustle Generations
- Credit Cards Like A Boss: My Favorite Things!Welcome to my credit card story in how to use credit cards like a BOSS! I cover 5 key aspects of credit cards: 1) The Why, 2) The Rules, 3) Bonus Offers,… Read more: Credit Cards Like A Boss: My Favorite Things!
- Coronavirus Recession: Investing Thanksgiving SpecialHappy Thanksgiving Investor Friends! First: Thank you for watching and I’m grateful for health and family, the most important things in life to keep safe and not lose, and that puts everything… Read more: Coronavirus Recession: Investing Thanksgiving Special
- 10 Things I Don’t Buy – Saving Money + MinimalismIf you’re looking for ideas on how to legit save some money, look no further because in this video I talk about 10 categories of things I don’t buy or spend much… Read more: 10 Things I Don’t Buy – Saving Money + Minimalism
- I Will Teach You To Be Rich – My 8 Year Journey Towards Rich LifeRamit Sethi’s I Will Teach You To Be Rich book first came out in 2009, and I first read it in 2012 when I was looking for helpful ways to invest and… Read more: I Will Teach You To Be Rich – My 8 Year Journey Towards Rich Life
- Health Savings Accounts (HSA) vs FSA HRA + Tax AdvantagesMy mind is blown with learning about these tax savings! I provide a comprehensive explanation of the Health Savings Account (HSA), Flexible Spending Account (FSA), and Health Reimbursement Arrangement (HRA). Whether you… Read more: Health Savings Accounts (HSA) vs FSA HRA + Tax Advantages
- Halloween Investing Spooktacular 2020!Happy Halloween, my favorite holiday of the year! 🎃 Created with ghostlike charm, please enjoy this little spooky play on October investing-related fun facts! Don’t let October’s volatility frighten you into making… Read more: Halloween Investing Spooktacular 2020!
- 401k Pension & Self-Employed Retirement Plans Explained!I provide a comprehensive explanation of the 401k and pension plans as the most common American employer-sponsored retirement plans as well as if you’re self-employed and interested in a Solo 401k, SEP… Read more: 401k Pension & Self-Employed Retirement Plans Explained!
- How to Stop Living Paycheck to Paycheck So You Can InvestHere I review steps we can take to stop living paycheck to paycheck so we can finally start investing and leading a more financially fulfilling life beyond the daily grind. The steps… Read more: How to Stop Living Paycheck to Paycheck So You Can Invest
- Money Saving Tips For Everyday Life (Save 90% Mindset!)In my newest video, I embrace the #MambaMentality when it comes to savings and investing! I review money saving tips for everyday life in 4 key consumer expense areas: 1) Housing, 2)… Read more: Money Saving Tips For Everyday Life (Save 90% Mindset!)
- 5 Investing Books That Changed My LifeThese are the top 5 investing books that changed my life to become an investor like Warren Buffett and Charlie Munger. I consider these authors to be role models on the path… Read more: 5 Investing Books That Changed My Life
- ETF Index Funds Mutual Funds Stocks & Bonds Explained!In this video, I explain the common types of investments that many people are in, which includes stocks, bonds, index funds and/or mutual funds, and ETFs. At a high level, I review… Read more: ETF Index Funds Mutual Funds Stocks & Bonds Explained!
- Top 6 Investing Myths Debunked!Let’s take a closer look at conventional attitudes and ideas about investing and we’ll find there are many myths to debunk! In this video, I discuss the top 6 investing myths that… Read more: Top 6 Investing Myths Debunked!
- What is a Roth IRA vs Traditional IRA? 2020 IRAs Explained!Roth IRA and Traditional IRA can both help you (Americans) to save for retirement, it just depends on when you want to get taxed in life! It can be daunting trying to… Read more: What is a Roth IRA vs Traditional IRA? 2020 IRAs Explained!
- Grow or Lose Your Money with Compounding and InflationIn my second personal finance and investing video, I discuss the good and the bad of compounding and inflation effects on your wealth and debt. Credit card debt kills as it prevents… Read more: Grow or Lose Your Money with Compounding and Inflation
- Investing Mindset Like Warren Buffett and Charlie MungerIn my first video for education and entertainment only, I decided to talk about the basic elements of having an investing mindset like Warren Buffett and Charlie Munger. Three of these ideas… Read more: Investing Mindset Like Warren Buffett and Charlie Munger