Investing Finance

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 technology industry going forward. If you’d like to reach out to Gabe, feel free to find him at the following handles because he […]

I 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 us to become better investors. It is fascinating that Berkshire Hathaway made some bets in homebuilding companies: D.R. Horton (DHI), NVR Inc (NVR),

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 that was intriguing because Mohnish Pabrai had invested into this company once upon a time. In addition, Brookfield owns Oaktree Capital Group which

The 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 accounts. Since the Federal Reserve hiked their latest Fed Funds Rate to the current range of 5.25% to 5.5%, that’s encouraged banks to

Warren 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 so your loved ones can be set up for their inheritance. Will Vaughan is a professional financial advisor working in wealth management, so

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 encumbered by political controversy and the ousting of the prior CEO, Bob Chapek. Like a knight in shining armor, Bob Iger came out

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