CMQ Investing Presents: Compound Money Quietly

Latest Episodes:

Warren Buffett's Warning To Investors in 1999 (And 2021) May 12, 2021

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This episode covers the eerie similarities between Warren Buffett's opening remarks at the 2021 Berkshire Hathaway Shareholders Meeting and the legendary investor's presentation at the Sun Valley Conference in 1999.

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Warren Buffett vs. Robinhood May 05, 2021

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Warren Buffett had some things to say about Robinhood at the 2021 Berkshire Hathaway Annual Shareholders Meeting. Robinhood responded. Episode #11 covers it all.

Warren Buffett's Biggest Investing Mistakes (& Lessons Learned) Apr 29, 2021

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This episode helps us learn vicariously through Warren Buffett. What mistakes did Warren make that you should avoid?

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Charlie Munger vs. Robinhood (Round 2) Apr 19, 2021

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This episode covers the battle between legendary investor Charlie Munger and popular online brokerage Robinhood.

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How Overvalued Stocks Kill Your Compound Returns Apr 18, 2021

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Buying overvalued stocks is an easy mistake to make in 2021, just like it was in 1996. This episode features investing wisdom from Warren Buffett, Peter Lynch, Robert Hagstrom, and Chuck Akre.

When Should You Sell The Stock? | Advice From Investing Legends Mar 29, 2021

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When is it the right time for you to sell the stock? The greatest investing minds of all time have thought about this question. I uncovered their individual answers and brought it all together for you. We begin by addressing the recent 50% decline of ViacomCBS (VIAC).

Investors featured in this episode are Warren Buffett, Peter Lynch, John Templeton, Phil Fisher, Howard Marks, Seth Klarman and Charlie Munger.

Warren Buffett's $100 Billion Investing Lesson Mar 25, 2021

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A friend asked me, "What is one piece of investing advice you would give a younger version of you?" This episode has the answer and much more. The star of the episode is Warren Buffett, but there are appearances from Benjamin Graham, Charlie Munger, Elon Musk, and TikTok Investors.

Charlie Munger vs. Robinhood Mar 09, 2021

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Charlie Munger said the following to investors at the 2021 Daily Journal shareholder meeting: "Robinhood trades are not free. When you pay for order flow, you're probably charging your customers more and pretending to be free. It's a very dishonorable, low-grade way to talk."

In this episode, you will learn:

- What did Charlie Munger mean by this?

- How does Robinhood say they make money?

- What is payment for order flow (PFOF)?

- How does Robinhood incentivize active trading?

- Is active trading detrimental to your financial future?

For more investing content like this, subscribe to the podcast so you never miss an episode. You can view all the referenced materials via cmqinvesting.substack.com in a post with the same title as this episode.

The Mental Model Definition For Multidisciplinary Investing Mar 04, 2021

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This episode aims to make the mental model concept easy-to-understand and apply. We share our working definition of mental model and illustrate how to use it.

The Multiple Mental Models Approach To Investing Feb 22, 2021

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Whether you know about mental models or not, this episode adds something completely unique to the conversation.

The multidisciplinary (aka multiple mental models) approach to thinking gave Charlie Munger an enduring competitive edge as an investor, and he credits it with enhancing all areas of his life.

We put Charlie's first public discussion about his multiple mental models approach in context of Berkshire Hathaway's history and the $1 billion dollar bet Berkshire made on Coca-Cola in the late 1980s. We also make a unique discovery i.e. how the using multiple mental models to assess investment opportunities continues to be Berkshire Hathaway's edge, as illustrated by the $60 billion dollar bet Berkshire on Apple.

Howard Marks is the founder of Oaktree Capital and the author of an excellent book titled The Most Important Thing. In the very first chapter, Marks discusses the kind of thinking that is required to consistently outperform the market, something that only a small club of investors can say they've done consistently decade-after-decade.

"Since other investors may be smart, well-informed and highly computerized, you must find an edge they don't have. You must think of something they haven't thought of, see things they miss or bring insight they don't possess."

If you want an edge an investor, then Charlie Munger's multidisciplinary approach to thinking is something you need-to-know. Here is what else you will learn:

The origin of Charlie Munger's multidisciplinary approach to thinking i.e. why he became multidisciplinary in the first place
How Charlie Munger changed Warren Buffett's views on investing in the late 1960s
How the multidisciplinary—or multiple mental models approach—to investing helped Berkshire Hathaway make it's biggest bet of all time
The details of the 1994 speech where Charlie Munger introduced his thinking system, but in context of Berkshire Hathaway's challenges and triumphs in the 1980s and early 1990s.
How Berkshire's $60 billion dollar bet on Apple is an example of the enduring edge that the Munger system provides