

Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger.
05:10 - Why having a margin of safety is key to their investment process.
09:36 - The four principles of Warren Buffett’s investing strategy.
13:14 - The different types of moats companies can have.
13:14 - How to assess whether a company has a sustainable moat.
33:42 - The key steps of valuing a company the Warren Buffett way.
33:42 - Why Buffett prefers to look at owners earnings as a valuation metric.
37:31 - What qualities and quantitative factors would indicate that a company has good management?
43:39 - How companies get on their radar.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
505 bölüm
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger.
05:10 - Why having a margin of safety is key to their investment process.
09:36 - The four principles of Warren Buffett’s investing strategy.
13:14 - The different types of moats companies can have.
13:14 - How to assess whether a company has a sustainable moat.
33:42 - The key steps of valuing a company the Warren Buffett way.
33:42 - Why Buffett prefers to look at owners earnings as a valuation metric.
37:31 - What qualities and quantitative factors would indicate that a company has good management?
43:39 - How companies get on their radar.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
505 bölüm
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.