The Intrinsic Value Podcast – The Investor’s Podcast Network
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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