Buffetting with Kass and Mitch
  • Kassia and Mitchell Dol
7 episodes
Full time Aussie investing couple Mitch and Kass talk about trying to compound money in anything they can find. Each week they compile the most interesting conversations they’ve had, while trying to answer life's big questions like 'where can you get the highest return with the lowest risk', 'what would Buffett do' (WWBD) and 'why does everyone seem crazy right now'? To enjoy this podcast: You don’t need a mathematics degree. You don’t need to be an economics master. You don’t need to be a fund manager. You just need to be: Open to thinking differently. Curious to explore that difference. And financially literate to profit from it. “It is impossible to begin to learn that which one thinks one already knows.” - Epictetus You can follow us with dozens of others here: Twitter: @mitch_dol @kassia_dol Youtube: Buffetting with Kass & Mitch FB/Insta: @buffettingkassmitch

Episodes

WTF is an NFT?
2021 Jun 1738m 6s
Are you a HODL'er with FOMO on NFT's? The fact that Buffett and Munger wouldn't have a clue what that sentence means should tell you everything you need to know. But either way, this is the world we live in now and so this episode we're starting with a discussion around what non-fungible tokens (NFT's) actually are and why you should probably continue to ignore them. Just to be totally clear, we do not HODL or have FOMO.What is an NFT, and can you make a serious investment case for them? (1-5min)Real world implications of where you invest your dollars and understanding skill over luck (5-12min)Diversification with concentration, an overview of our portfolio structure (12-17min)The value of experience, understanding how wealth gets compounded and the dangers of unregulated speculation (17-23min)Bringing with world of crypto and NFT's back to hard reality and facts (23-29min)Kass' crypto coin wish list (29-33min)The use of leverage, other obvious risks right now and a final rant session (33-38min)We really hope you enjoy the 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.
Centralised Vs Decentralised - Is Bitcoin a Solution in Search of a Problem?
2021 Jun 1741m 50s
This weeks conversation takes a scenic tour into the wonderful world of financial philosophy and behavioural investing:Soros and Druckenmiller's Alchemy of Finance - "Reflexivity" (1-10min)The ethos behind Bitcoin/crypto against a backdrop of humanity and our financial system (10-20min)The real cause and catalyst for the US housing market crash - "Moral Hazard" (20-28min)The real problems in our financial system - "Skin in the Game" (28-31min)Is there a practical real world future for Crypto (31-36min)"Kass' Conspiracy Corner" - Bitcoin and China (36-41min)We really hope you enjoy the 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.
Are we in a meme-stock crypto bubble & what can we do about it? Plus some thoughts on the overlap of religion and investing...
2021 May 3141m 53s
Gaming nerds are duelling hedge funds on the stock market battlefield. Everyone’s mother knows what a SPAC is. Stocks are now called Stonks and they can only go up. Friends you’ve once bored with investing talk are now calling you with their hot stock tips of the week. Spiffy pops are a daily occurrence and intelligent value investing is apparently dead. Is this whole new world of Bizarre here to stay, or could this time really be different? We're going to go out on a limb here and suggest that in reality, what we’re actually experiencing is the ‘2020's meme-stock/crypto bubble'.The bubble phenomenon is age old and repetitious, so much so that it seems to be ingrained in the human condition. From Tulip Mania in the 1600’s, South Sea Bubble of the 1700’s, Railway Bubble of the 1800’s and take your pick from the bubbles of the 1900’s. Many bubbles have been and gone, lessons learnt by one generation and then forgotten by the next. The questions we ponder in this conversation are:- What is a bubble and what are the signs were in one?- How should you be investing in a bubble?- How do you find investment opportunities in a bubble?- How can you protect your capital?- What lessons can we learn from the greatest investors in history?- How did the best investors operate during bubbles?- How can you hedge your portfolio against inflation risk?- Sir Templeton took us off on a religion tangent from 34min onward...We really hope you enjoy the 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.
Potential 100 Bagger Could Soon Be Trading At A Discount To Book - EOS.AX
2021 May 2144m 49s
This episode we deep dive into a single stock - Elecro Optic Systems (Ticker: EOS.AX). This one is definitely for serious investors looking for opportunities to allocate capital. We held EOS as 5% of our portfolio prior to the analysis, and have just increased our position to 11% following. We think this company has the potential to be worth multiples of the current share price ($3.92 at 21 May 2021). The PDF presentation can be found by clicking through to our socials.We really hope you find this information helpful, and welcome anyone reaching out to us if you'd like to discuss this company further. For more of our 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.
Our Reality of Investing as a Couple
2021 May 0840m 43s
Ever wondered what it would be like to invest with your partner? To share user access to your portfolio? In this episode we share our honest review of co-parenting a portfolio together as a husband and wife team, and Mitch shares his experience moving from a batchelor to nesting together. Some topics covered:- Working with our personal strengths and weaknesses- Base principles and ground rules- Positives and negatives moving from solo investor to team- How we make final decisions- How to get your partner interested in investing, and help their learning process along- 18min in Kass starts asking the hard questions and 21min in Mitch resorts to impressions- 36min the FEMALE Vs MALE argument rears its headWe really hope you enjoy the 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.
What we learned shorting the Covid Crash
2021 May 0729m 28s
In this episode, we discuss our experience during the Covid crash, before during and after. What we did right, what we did wrong and the biggest lessons we learned.We really hope you enjoy the 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.
Back to Fundamentals - Our Investing Approach
2021 May 0749m 23s
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.
More episodes may be available on the podcast’s website.