Investing Finance

Alejandro 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 as sizzling hot as the summer is! The last time I checked CAVA was trading around the $50 per share range, only about […]

Warren 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 gripe. Charlie Munger said not everyone should go into wealth management, and Will acknowledges many of the valid points that Buffett and Munger

Alejandro 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 respectable performances. Alejandro explained why Costco’s business model is so strong and why this type of company would fit Buffett and Munger-style investment

Alejandro 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 market-leading dominance? Alejandro explained why Domino’s performance has been particularly impressive with its significant growth trajectory and why this type of company would

Alejandro 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 281 locations and online in the USA and Canada. Their ticker symbol is LAD on the NYSE. Alejandro explained why Lithia’s performance has

Warren 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 his opening monologue. He encouraged shareholders to especially pay attention to operating earnings rather than reported GAAP earnings. Buffett pulled up a bunch

I 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 Berkshire meeting. One headline that should impress people is how Buffett believes Berkshire should have a market cap of $1.5 Trillion in about

My 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 the two shareholder questions and answers which revolve around the impact of AI and robotics technologies on the stock market, society, and the

I 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 us to become better investors. It is fascinating that Berkshire Hathaway sold entirely out of their Taiwan Semiconductor Manufacturing Company (TSM) stake where

My 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 this year’s Berkshire experience, check it out here. It was a blast seeing Warren Buffett and Charlie Munger again and meeting amazing investors