MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 7 March 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: Investing Mastermind Podcast. Check out Michelle’s Youtube. Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI 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! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TIP.
0:02.9	I do agree with what Warren Buffett has said for many years.
0:07.0	You want to invest in a company that's within your circle of competence.
0:10.4	We want management with talent and integrity, a company with competitive advantage,
0:15.2	and then we want to buy it at a margin of safety.
0:20.6	On today's episode, I'm joined by Michelle Markey and Sina Launhold.
0:25.8	Michelle is a certified project management professional and seen as an executive at
0:30.4	Lego Group.
0:31.3	And recently, they started a podcast together called The Investing Mastermind Podcast
0:36.2	to share their journey of how to invest like the best
0:39.1	investors. During this episode, they discussed the most important lessons they've learned from
0:44.4	studying super investors like Warren Buffett and Charlie Munger, and they break down the four
0:49.2	main principles of Buffett's investing strategy and how to apply these principles to your own strategy today.
0:55.8	They also dive into the key steps of how to value businesses the Warren Buffett way
1:00.8	and talk about what is considered a sufficient margin of safety for an investment,
1:06.1	why Warren prefers to look at owner's earnings when valuing businesses and so much more.
1:11.7	It's been a while since we've done an episode diving into value investing and back to the
1:16.4	Warren Buffett way. And so this episode was a great reminder for everyone on the key principles
1:21.3	of how to be a great investor and how Warren Buffett thinks about valuing companies.
1:26.9	And so with that all said, I really hope you enjoyed today's episode with Michelle and Sina.
1:32.6	You're listening to Millennial Investing by the Investors Podcast Network,
1:37.2	where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.