Investing Finance

Ross stock analysis

Ross Stock Analysis With Alejandro Salcedo (ROST)

Alejandro and Michelle discuss Ross, the largest off-price retailer operating over 1700 discount department stores in America. Alejandro shared his financial analysis of Ross’s balance sheet, debt, and cash flows. It’s interesting to consider the competitors to Ross’s business model, which may include the likes of TJMaxx, Marshall’s, Costco, Walmart, and more. It was really …

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Superinvestor Portfolios Q1 2024: Buffett

Superinvestor Portfolios Q1 2024: Buffett, Munger, Pabrai, Spier, Li Lu, Burry, Greg Alexander

I discuss the latest superinvestor stocks as of Q1 2024, including why Berkshire sold 13% of their Apple holdings. While the late Charlie Munger was no longer the Chairman of Daily Journal at the time of his passing in November 2023, sites like Dataroma still attribute the 13F filing of DJCO to one of the …

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Qualified Longevity Annuity Contract

Qualified Longevity Annuity Contract Explained – Tax Advantaged Annuity (QLAC)

The Tax-Advantaged Qualified Longevity Annuity Contract (QLAC) could give you cash flow during retirement. If you’re worried about running out of money during retirement, you might want to consider buying a Qualified Longevity Annuity Contract or QLAC for short. An annuity is an insurance contract you can buy to provide a steady income. This could …

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2024 IRA HSA 401k

2024 IRA HSA 401k Retirement Account Contribution Limits And What Is MAGI?

Don’t delay to make contributions to your Traditional IRA or Roth IRA, Health Savings Account (HSA), and 401k! Add me on Instagram: michellemarki If you max out these retirement accounts, you can make the most of compounding your investments and retire fabulously one day! Since it’s never too early to start saving and investing for …

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Warren Buffett's 2023 Berkshire Hathaway Letter

Warren Buffett’s 2023 Berkshire Hathaway Letter: Key Takeaways Investors Must Know

I give you the key takeaways of Warren Buffett’s 2023 Berkshire Hathaway shareholder letter that came out on February 24, 2024. What will Buffett do with $168 billion cash?! On the very first page, Buffett shared a beautiful tribute to the late Charlie Munger, whom he called the “Architect of Berkshire Hathaway.” Buffett always writes …

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Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and Burry

Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and Burry

I discuss the latest investing activities of superinvestors as of Q4 2023, including the late Charlie Munger’s Daily Journal holdings. While Charlie Munger was no longer the Chairman of Daily Journal at the time of his passing in November 2023, sites like Dataroma still attribute the 13F filing of DJCO to one of the best …

Superinvestor Portfolios Q4 2023: Buffett, Munger, Li Lu, Spier, Pabrai, and Burry Read More »