Investing Finance

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 …

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Magnificent 7 Stocks Discussion With Gabe (AAPL, MSFT, GOOG, AMZN, NVDA, META, TSLA)

Magnificent 7 Stocks Discussion With Gabe (AAPL, MSFT, GOOG, AMZN, NVDA, META, TSLA)

My friend Gabe and I discussed how the Magnificent 7 stocks are skyrocketing in the stock market as of early 2024. Gabe and I cover the latest happenings with Microsoft, Apple, Alphabet (Google), Amazon, Nvidia, Meta, and Tesla as many of them had earnings and financial performances that catapulted most of their stock prices up …

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How I'm Investing In 2024

How I’m Investing In 2024

I discuss my current investing outlook for 2024 and planning to be more aggressive in stocks. I reflect on the investing decisions I made in 2023 and how I’m planning to make better decisions in my investment portfolio in 2024 by being less defensive. Though the S&P 500 returned 26% including dividends last year, the …

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Nvidia stock analysis

Nvidia Stock Analysis With Alejandro Salcedo (NVDA)

Alejandro and Michelle discuss Nvidia, the “envy” of semiconductor companies. Alejandro shared his financial analysis of Nvidia’s balance sheet, debt, and cash flows. CEO and Founder Jensen Huang fostered a culture at Nvidia that enabled it to succeed beyond many in the semiconductor industry. In leading the AI/ML charge with its graphics cards (e.g. GPU), …

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Facebook Meta Stock Analysis

Facebook (Meta) Stock Analysis With Alejandro Salcedo (META)

Alejandro and Michelle discuss Facebook/Meta, the social media company whose stock price has quadrupled since its $90 low in 2022. Alejandro shared his financial analysis of Facebook’s balance sheet and cash flows. CEO Mark Zuckerberg has a big audacious goal of bringing the metaverse to the masses, but heavy losses in this venture had weighed …

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Microsoft stock analysis

Microsoft Stock Analysis With Alejandro Salcedo (MSFT)

Alejandro and Michelle discuss Microsoft, the second most dominant tech company on the stock market. Alejandro shared his financial analysis of Microsoft’s balance sheet and cash flows. We discussed how Microsoft recently acquired Activision Blizzard and how some investors took advantage of that arbitrage opportunity in 2023. With Microsoft not too far away from a …

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