Investing Finance

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

I 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 quick update on how to attend this year’s Berkshire Hathaway annual shareholders meeting in Omaha, Nebraska during the weekend of May 4, 2024!

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 Longevity Annuity Contract or QLAC for short. An annuity is an insurance contract you can buy to provide a steady income. This could

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 make the most of compounding your investments and retire fabulously one day! Since it’s never too early to start saving and investing for

I 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 first page, Buffett shared a beautiful tribute to the late Charlie Munger, whom he called the “Architect of Berkshire Hathaway.” Buffett always writes