show episodes
 
Join a growing community of investors who are building wealth through rational thinking and compound interest. Hosted by Chris Franco, CMQ Investing uncovers the truth about investing. You will learn the investment strategies of legendary investors like Charlie Munger, Warren Buffett, and John Bogle. We share lessons from investment books and academic studies, and combine this with market commentary and financial news. Tune-out the noise when you tune-in with us!
 
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show series
 
According to the Wall Street Journal, “investors and their frayed nerves were tested further Friday" as the S&P 500 briefly dipped into bear market terrain, or 20% below its most recent high. In response to this news, I share the wisdom that helps me stay rational as an investor during these uncertain times in the stock market.…
 
Is it inefficient to wait for good companies (or stocks) to go on sale? I share my response to this question from a fellow CMQ Investor. The wisdom is relevant to today’s stock market and will endure in the future no matter the market conditions. If you enjoy the episode, please follow the podcast and share it with a friend.…
 
During the 2008 financial crisis, Charlie Munger made millions on behalf of the Daily Journal corporation by investing their cash in beaten-down stocks. I share the lessons from a 2013 Wall Street Journal article about how Charlie was able to profit while other investors panicked. If you enjoy the episode, please follow the podcast and share it wit…
 
Want to learn how to pick stocks like Warren Buffett? In Episode #90 of the CMQ Investing podcast, we go back in time to 1996, a year when Warren Buffett unveiled the wisdom of his stock-picking strategy. If you enjoy the episode, please follow the podcast and share it with a friend.By Chris Franco
 
In Episode #89 of the CMQ Investing Podcast, I share my hot take on the overlooked reason why Elon Musk bought Twitter: It ensures that Tesla’s ($TSLA) marketing and advertising remain essentially free for the foreseeable future. If you enjoy the episode, please follow the podcast and share it with a friend.…
 
Shares in Netflix ($NFLX) plunged 35% on Wednesday, after the company announced they lost 200,000 subscribers in Q1 2022. In Episode #88 of the CMQ Investing podcast, I share the enduring investing lessons from Warren Buffett and Charlie Munger that this news can help us remember and retain. If you enjoy the episode, please follow the podcast and s…
 
In Episode #87 of the CMQ Investing podcast, I share an important, behind-the-scenes update with you about the state of CMQ Investing: Where we are, how we got here, and where we’re headed in the future. Subscribe to the CMQ Investing YouTube channel: https://www.youtube.com/CMQInvestingBy Chris Franco
 
Nick Maggiulli, creator of OfDollarsAndData.com and Chief Operating Officer for Ritholtz Wealth Management, is the author of the new book “Just Keep Buying: Proven ways to save money and build your wealth.” Maggiulli joins Franco to discuss a range of topics—including why dollar cost averaging always beats market timing, Elon Musk’s bid for Twitter…
 
Brian Feroldi has the #1 investing book on Amazon this week (Why Does The Stock Market Go Up?). Feroldi joins Franco to discuss a range of topics—including investing psychology, reasons to sell your stocks, Netflix ($NFLX), Alibaba ($BABA), Paypal ($PYPL), Zoom ($ZM), Peloton ($PTON), investing mistakes to avoid, and much more.…
 
According to some investors on social media, collecting passive income from dividend stocks is one of the best ways to make money in the stock market. But dividend stocks have downsides that are rarely ever talked about. In Episode #84 of the CMQ Investing podcast, you’ll learn why many great businesses (including Berkshire Hathaway) don’t pay divi…
 
In Episode #83 of the CMQ Investing podcast, I come clean about the mistakes I’ve made in the past that have caused me to lose money in the stock market. I share the lessons I learned from making those mistakes, and give some examples of how I continue to apply those lessons today. If you enjoy the episode, please follow the podcast and share it wi…
 
In Episode #82 of the CMQ Investing podcast, I summarize and explain Charlie Munger’s unique approach to investing in the stock market. You’ll learn how to identify great investing opportunities, what to do when you find them, and how to use “worldly wisdom” to compound your money like one of the greatest investors of all time. If you enjoy the epi…
 
According to Charlie Munger, “the game of investing is one of making better predictions about the future than other people.” In Episode #81 of the CMQ Investing podcast, I share the framework I use to make predictions about the future earnings of a business, and explain why I avoid investing in businesses whose futures are difficult to predict. If …
 
In Episode #80 of the CMQ Investing podcast, I share one of the most valuable lessons I've learned from Warren Buffett about risk, and talk about how this lesson is helping me cope with the short-term damage my Alibaba (BABA) stock is doing to my portfolio. The lesson comes from Robert Hagstrom's book The Warren Buffett Portfolio, which Charlie Mun…
 
In Episode #78 of the CMQ Investing podcast, I share my thoughts on today’s investing news—including inflation’s 40-year record high of 7.9%, stock market volatility, Amazon’s 20:1 stock split, Limewire’s crypto comeback, President Biden’s new executive order on cryptocurrency, and much more. If you enjoy the episode, please follow the podcast and …
 
In Episode #76 of the CMQ Investing Podcast, I review and share my thoughts on today's investing news—including the record surge in U.S. gas prices, Berskhire's $5 billion bet on Occidental Petroleum (OXY), major equity losses in U.S. pension funds, Shake Shack's Bitcoin loyalty rewards, crypto's new ally in the U.S. Senate, and much more. If you e…
 
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 Warren Buffett and Charlie Munger change …
 
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, despite whatever happens tomorrow,…
 
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 billion bailout in 1998. If you e…
 
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 by individuals and corporations, Lee Kuan …
 
For Episode #70 of the CMQ Investing podcast, I've remastered and updated a fan-favorite episode from last August about the Berkshire Hathaway annual shareholder meeting that Warren Buffett described as "humiliating." The episode features improved audio quality, additional context, and a bonus reading from a recent Financial Times article that high…
 
In Episode #69 of the CMQ Investing podcast, I explain why I won't be investing in Peloton ($PTON) stock, despite its recent plunge. My reasoning is informed by a time-tested investing lesson about the durability of a business. If you enjoy the episode, please follow the podcast and share it with a friend.…
 
Meta Platforms Inc.'s stock crashed 26% on Thursday, wiping out a historic $251 billion in the company's market cap. In Episode #68 of the CMQ Investing podcast, I share my unique perspective on whether the Facebook owner's most recent earnings report was as disastrous as it looks. As an entrepreneur whose business has spent tens of millions of dol…
 
Emotions running high after witnessing today's market volatility? Checklists are a simple and powerful tool you can use to stay rational in a volatile market and avoid making major investing mistakes. In Episode #67 of the CMQ Investing podcast, I share legendary investor Phil Fisher's 15-point checklist for identifying worthwhile investments. The …
 
In Episode #66 of the CMQ Investing podcast, you'll learn a key lesson from Warren Buffett about "how the fortunes were built in this country." If you enjoy the episode, please subscribe and share. Become a paid member of the CMQ Investing newsletter: cmqinvesting.substack.com/wonderfulBy Chris Franco
 
As the Nasdaq enters correction territory, many investors are experiencing heightened anxiety about their investments. In Episode #64 of the CMQ Investing podcast, you will learn a new mental trick; one you can use to stay calm during a stock market correction. If you enjoy the episode, please follow and share.…
 
In Episode #60 of the CMQ Investing podcast, you'll learn how every investor can benefit by setting one measurable goal for their investments. I share my personal investment goal for the next 20 years and explain how I plan to achieve it. If you enjoy the episode, please follow and share.By Chris Franco
 
Charlie Munger's Daily Journal Corp nearly doubled its holding in Alibaba ($BABA) in Q4 2021, as the stock plunged 20%. In Episode #59, I share my thoughts on why Munger doubled down on his BABA bet, and explain why "buying the dip" in Alibaba is entirely consistent with Charlie Munger's approach to investing. If you enjoy the episode, please follo…
 
Alibaba ($BABA) stock, one of my biggest holdings, is down nearly 50% this year. In Episode #58 of the CMQ Investing podcast, you'll find out why I'm still bullish on BABA, and why I added more shares to my portfolio after the recent dip. If you enjoy the episode, please follow and share. Thank you! Not investment advice.…
 
Apple has become the dominant stock in my portfolio. In Episode #54, you will learn why I am not selling a single share. Specifically, I discuss a key lesson from Warren Buffett's 1996 Annual Letter and a Behavioral Finance concept called the Disposition Effect. Not investment advice.By Chris Franco
 
In Episode #52 of the CMQ Investing podcast, you will learn that Charlie Munger doesn't hate cryptocurrency as much as the media makes it appear. To be fair, Charlie recently applauded China's decision to ban cryptocurrency, but there's a lot more to this story. If you enjoy the episode, please share and follow. Thank you!…
 
Episode #50 of the CMQ Investing podcast gives you the (unconventional) wisdom you need to navigate inflation as an investor. You will learn why cash is not always trash, even during an inflationary period like the one we are experiencing together in 2021. This episode features the time-tested investing wisdom of Phil Fisher, as shared in his book,…
 
In episode #49 of the CMQ Investing podcast, I answer your questions about Rivian's IPO (RIVN) and their contract with Amazon, my thoughts on MicroStrategy (MSTR), when to cut losses, the ridiculousness of $100 million NFTs, index funds vs. REITs, and why I think crypto is an exciting technology but a potentially dangerous investment. If you enjoy …
 
In Episode #48 of the CMQ Investing podcast, you'll learn the often-overlooked context behind Warren Buffett's investment in Apple—and why diverting from the Wall Street consensus was crucial to his $100 billion profit. I share the big lesson from Buffett's Apple investment that has helped me as an investor. If you enjoy the content, please subscri…
 
In Episode #47 of the CMQ Investing podcast, I answer your questions about Charlie Munger's investment style (and how it differs from Warren Buffett), offer advice for new investors, and share my thoughts on Alibaba's (BABA) dip, the metaverse and much more. If you enjoy the content, please subscribe and share.…
 
In Episode #46 of the CMQ Investing podcast, we cover a range of investing-related topics e.g. how to read 10-K reports, Charlie Munger's investment in Alibaba, reasons to sell your stocks, the connected fitness industry, why I admire Peter Lynch, my thoughts on Microsoft, Tesla, Gamestop, and much more. If you enjoy our content, please subscribe a…
 
In Episode #45 of the CMQ Investing podcast, we cover a range of investing-related topics e.g. real estate, REITs, the Rivian IPO, my cryptocurrency allocation, Solana, Facebook's foray into the metaverse, and much more. If you enjoy our content, please subscribe and share.By Chris Franco
 
In Episode #44 of the CMQ Investing podcast, we cover the Squid Game Memecoin crash. The cryptocurrency that was known as SQUID went from $2,862 per coin to $0 per coin in seconds. We connect the dots to an excerpt from "A Random Walk Down Wall Street" about Tulip Bulb Mania and Bitcoin whales. Jimmy NY also makes an appearance with his own memecoi…
 
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