Investing Finance

Alejandro and Michelle recap Warren Buffett’s investment decisions and principles in 2024. We talked about how Warren Buffett made investment decisions for Berkshire Hathaway this year, such as selling a lot of Apple and recently buying about $500 million of Domino’s Pizza. We discussed Buffett’s investing principles like intrinsic value, capital allocation, and concentration vs […]

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 he has learned about this company. While Estee Lauder is one of America’s top beauty brands, a French competitor, L’Oréal Paris, has way

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 much sales Lululemon generates per store area and also how its financial performance compares with Nike. It was really kind of Alejandro to

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 vs Dollar General, Costco, and Amazon showing their business result differences between sales per store and other factors. Walmart’s Sam’s Club is a

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 serving towns of 20,000 people or less, finding a niche market where Walmart doesn’t venture. Even though Dollar General and Dollar Tree tend

Why 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 their AAPL shares to the tune of 515.5 million shares and now they only own 400 million shares of AAPL as of Q2

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 to consider the competitors to Ross’s business model, which may include the likes of TJMaxx, Marshall’s, Costco, Walmart, and more. It was really

I 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 at the time of his passing in November 2023, sites like Dataroma still attribute the 13F filing of DJCO to one of the

Without 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 years old. The 93 years young Warren Buffett along with his top leaders Greg Abel and Ajit Jain answered many compelling shareholder questions.

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 an IRA could be falling behind (as in they are down from a previous high point), doesn’t mean you don’t have options. You