Feb 28, 2022

The Russian invasion of Ukraine has sent stocks tumbling, and investors across the globe are wondering how to protect their portfolio during this major world event. In Episode #75 of the CMQ Investing podcast, I share my thoughts on what it means to be a rational investor during these uncertain times. Would...

Feb 28, 2022

In Episode #74 of the CMQ Investing podcast, I read and react to Warren Buffett’s latest letter to Berkshire Hathaway shareholders. If you enjoy the content, please follow the CMQ Investing podcast and share it with your friends.

Feb 24, 2022

Alibaba ($BABA), the dominant stock in my portfolio, is set to report its fourth-quarter earnings results tomorrow. According to an article in Barron's today, the numbers might not look good. In Episode #73 of the CMQ Investing podcast, I familiarize myself with analysts' low expectations for BABA and explain why,...

Feb 23, 2022

In Episode #72 of the CMQ Investing podcast, you’ll find out why Warren Buffett says that you don’t need a high IQ to be a successful investor. I share the key lessons from an article about the 1990s hedge fund Long Term Capital Management, which was known for employing geniuses at its trading desks before its $3.6...

Feb 16, 2022

In Episode #71 of the CMQ Investing podcast, I share my initial reaction to Charlie Munger's remarks at the 2022 Daily Journal ($DJCO) meeting, where Charlie spoke on a wide range of topics—including climate change, his investment in Alibaba, the risks of investing in China, "pretentious expenditures" made...