Investing Mastermind Podcast

Signe and Michelle share their experiences and warnings about copying the stock picking and selling moves of superinvestors. Even though Guy Spier was selling off his stocks, there is a very good reason why if you read his latest Aquamarine Capital Fund annual letter that we explore.

Remember to subscribe to our podcast to get the latest episodes.

Listen to the Investing Mastermind Podcast on your favorite podcast app:
Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975⁠⁠
Spotify: ⁠⁠https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP⁠⁠

To join one of Signe's investing workshops, head over to ⁠⁠Investionista.com/workshop⁠⁠.

Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel at ⁠⁠https://www.youtube.com/c/MichelleMarki⁠⁠

Blog at ⁠⁠www.michellemarki.com

Are the stocks you bought down right now, even though you bought them at a fair price? You even managed to buy your wonderful companies' stocks at a margin of safety price, but Mr. Market is keeping your stocks in the red? Signe and Michelle discuss how we approach this situation.

Remember to subscribe to our podcast to get the latest episodes.

Listen to the Investing Mastermind Podcast on your favorite podcast app:
Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975⁠⁠
Spotify: ⁠⁠https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP⁠⁠

To join one of Signe's investing workshops, head over to ⁠⁠Investionista.com/workshop⁠⁠.

Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel at ⁠⁠https://www.youtube.com/c/MichelleMarki⁠⁠

Blog at ⁠⁠www.michellemarki.com

Thinking about buying your first stock today? Before you do, listen to this episode. Hosts Michelle Marki and Signe Lonholdt explain one of the most important concepts in stock investing: Margin of Safety. Learn how investors like Michelle and Signe avoid overpaying for stocks and how you can determine a reasonable price before investing.
Remember to subscribe to our podcast to get the latest episodes.

Listen to the Investing Mastermind Podcast on your favorite podcast app:
Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975⁠⁠

Spotify: ⁠⁠https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP⁠⁠

To join one of Signe's investing workshops, head over to ⁠⁠Investionista.com/workshop⁠⁠.
Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel at ⁠⁠https://www.youtube.com/c/MichelleMarki⁠
Blog at ⁠⁠www.michellemarki.com

In this episode of Investing Mastermind Podcast, we unpack the psychology and strategy behind dominant brands and how investors can spot businesses with built-in protection.
From Disney and Apple to patents, railroads, and network effects, this is about understanding what keeps profits protected for years.

Remember to subscribe to our podcast to get the latest episodes.Listen to the Investing Mastermind Podcast on your favorite podcast app:Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975⁠⁠Spotify: ⁠⁠https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP⁠⁠To join one of Signe's investing workshops, head over to ⁠⁠Investionista.com/workshop⁠⁠.Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel at ⁠⁠https://www.youtube.com/c/MichelleMarki⁠⁠Blog at ⁠⁠www.michellemarki.com

In our back to investing basics series, in this episode we tell stories about a company's management and why that's important. Does the management have integrity and can you rely on them to make wise capital allocation decisions? You can assess whether management shares your values or not, and this can guide you as to whether you invest in the company's stock or not.Remember to subscribe to our podcast to get the latest episodes.Listen to the Investing Mastermind Podcast on your favorite podcast app:Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975⁠⁠Spotify: ⁠⁠https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP⁠⁠To join one of Signe's investing workshops, head over to ⁠⁠Investionista.com/workshop⁠⁠.Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel at ⁠⁠https://www.youtube.com/c/MichelleMarki⁠⁠  Blog at ⁠⁠www.michellemarki.com