Episode 465

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

Rebecca chats with Michelle Marki and Signe Lonholdt about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, the key elements of Buffett’s investing strategy, what are the different types of moats companies can have, Michelle & Signe’s checklist of what a company with a sustainable moat should have, what qualities and quantitative factors would indicate that a company has good management, what is considered a sufficient margin of safety for an investment, the key steps of valuing a company the Warren Buffett way, why Warren prefers to look at owners earnings as a valuation metric, how companies get on their radar, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

March 7, 202355m 44s

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Show Notes

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.

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Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.

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← All episodes of The Intrinsic Value Podcast - The Investor’s Podcast Network

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

Show Notes

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