Investing Finance

Smart Money Portfolios Q4 2022

Smart Money Portfolios Q4 2022: Buffett, Munger, Pabrai, Spier, More

I 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, investing ideas, and help us to become better investors. It is fascinating that Berkshire Hathaway reduced their stake in Taiwan Semiconductor Manufacturing Company […]

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Charlie Munger Daily Journal 2023 Annual Meeting

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 Journal Is Not A Small Berkshire-Charlie’s Hilarious Answer To Adam Mead-Charlie On The Secret To Life My mind was blown when Charlie said

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Berkshire Hathaway Value 2023

How To Value Berkshire Hathaway Stock In 2023 With Adam Mead

Adam 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 extensive deep dives into several publicly traded companies in his Watchlist Investing Newsletter. The Watchlist Investing Newsletter was incredibly insightful in providing historical

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How I'm Investing In 2023

How I’m Investing In 2023

I 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 it depends. While the stock market has come down somewhat over the last year, the market may not be that on sale yet.

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Superinvestor Portfolios Q3 2022: Munger, Pabrai, Spier

Superinvestor Portfolios Q3 2022: Munger, Pabrai, Spier, & More

I 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 previously covered Warren Buffett and the Berkshire Hathaway Q3 2022 Portfolio: Huge Bet On Taiwan Semiconductor (TSM) in this video. By studying what

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Semiconductor Investment Ideas From CHIPS For America Act

Semiconductor Investment Ideas From CHIPS For America Act

There 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 From CHIPS The CHIPS And Science Act went into law in August 2022 where the US government is providing federal subsidies to encourage

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