EPISODE · May 7, 2021 · 49 MIN
Back to Fundamentals - Our Investing Approach
from Buffetting with Kass and Mitch
Welcome to the first episode of Buffetting with Kass and Mitch. Whether you are just starting out on your investing journey or are a fellow Buffett and Munger nerd looking for interesting topics and honest discussions, then this podcast might float your boat...in a great moat! (yes we are dorks)In this episode, we discuss the basis of how we invest our capital in the stock market, including some ground rules and principles we live by. With traditional value investing as our framework we touch on:- Retail investors in today's market- Looking for growth with a capped downside- Finding your edge- A brief summary of our AYR Wellness investment in the US cannabis sector (26-35 min)- Some entertaining thoughts on Bitcoin (36-44 min)We hope you enjoy our first discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:Twitter:@mitch_dol @kassia_dolYoutube:"Buffetting with Kass & Mitch"FB/Insta:@buffettingkassmitchAlways remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.
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