Investor In The Family Radio

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Welcome to Episode 6 of the "Becoming Buffett" Series! This week we discuss the 1970 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1970  First letter signed by Buffett Very diverse earnings across various operations Bank had record earnings Insurance had some setbacks but still excellent returns Textile became more and more difficult and broke-even Highlights the value of diversifying Overall BH return of ~10% This is far better than would have been the case if BH had remained exclusively devoted to the textile business Again, reinforces why strategic diversification can be so valuable Continue to face strong headwinds in textile operations Actively working to make the most of the situation, including costly decisions to BH and employees Are we willing to make an honest assessment of our “business (household)” and make appropriate changes? Ex: cut expenses, take a step of faith and try to start a new income stream, etc. New insu

Interview with Chris Rawley   Not a farmer Did not grow up in the ag world Military - Navy Went to work in real estate First alt investing was real estate Worked in different industries Few years ago became enamored in ag as asset class Ag is an asset class that is taken for granted Crowdfunding act of 2012 for investors Pooling small $ together to buy larger assets Allowed retail crowdfunding for non-accredited investors A number of real estate funds focusing on apt buildings, etc Created “harvest returns” about a year ago Put money in private placements of ag Have investors w existing land and make the opportunity available for investors Focused on the production side (crops, land, etc) HR focused on accredited investors Non-accredited by end of the year Reasons to invest in ag World population Urbanization - arable land is shrinking Wealthy populations shift from plant protein to animal protein, more ag devoted to protein Returns Farmland has outpaced S&P, reits, gold, since 1970 The underlyin

Welcome to Episode 5 of the "Becoming Buffett" Series! This week we discuss the 1969 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1969 Proceeds from funds temporarily utilized in marketable securities were able to fund major purchase of 1969 (The Illinois National Bank and Trust Co.). Used money from stock investments to make an acquisition Perhaps someday we could take money out of an IRA or other account and acquire a company? Allocating capital into securities like this allowed BH to see annual returns of more than 10% as compared to the return in textile operations of only 5% Buffett saw that BH’s core business was struggling and diversified into stronger sectors (insurance, stocks, etc) Do you have a metric or means for measuring the total return on capital for your household, factoring in all data points (ex: your salary, raise, investments, etc.)? “We anticipate no further purchases of marketable securities, but our search f

Welcome to Episode 4 of the "Becoming Buffett" Series! This week we discuss the 1968 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1968 “Immediately after year end, we purchased all of the stock of Sun Newspapers, Inc. and Blacker Printing Company, Inc., which represents an initial entry into the publishing business.” Working hard to improve operating earnings in textile ares They aren’t just abandoning the investment at the first sign of trouble, willing to be patient to allow thesis to play out. Letter now divided into three sections: textile operation, insurance operations, and marketable securities/acquisitions Could you have one more income stream 3 years from now? Insurance operations going well Investment income increased substantially in 1968 Capital gains from common stock investments “The insurance companies continue to seek new areas for expansion” Could you make ONE great investment this year that could reward you for

Welcome to Episode 3 of the "Becoming Buffett" Series! This week we discuss the 1967 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U   Some brief notes: “Our goal is to obtain a reasonably stable and substantial level of earning power commensurate with the capital employed in the business.” Negative: Sales were down, sharp drop in prices, sales and profits down substantially, depressed conditions in textile markets, curtailed production 15% Positive: one sector doing well due to “attempting to establish product lines away from areas of direct competition” P8, para1: spending money internally for the purpose of future increased cash flows P8, para4: conducted research and made tough decision to close a quality plant that had lack of demand for product What are we a slave to financially? Your job? What do you need to cut and stop throwing money into? P8, para7: broader investment philosophy (insurance companies) You can have time as an investor if you are

Welcome to Episode 2 of the "Becoming Buffett" Series! This week we discuss the 1966 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U   Some brief notes: 1966 “It has always been among the goals of BH to maintain a strong financial position.” Remember, we are business owners. The management of our family’s finances and investment is a business. We must not make the mistake of degrading our situation with false mindsets that lead us to any other thinking. The term “personal finance” seems almost inane (boring and worthy to be ignored), but the term “corporate finance” has the air of grandeur. We cannot make that mistake. The management of our personal finances is a business endeavor that must be taken seriously In Buffett’s 1966 letter (not signed by Buffett) we see why. This is the letter that plants the seeds for the birth of BH as we now know it The meat of the letter is the company’s intentions to have a strong financial position and be poised to act when ac

This week we launch our new series "Building Berkshire." It's time we all make a mindset shift in how we view our investing.  Buffett's annual letters book: http://amzn.to/2ogVi4U http://investorinthefamily.com/  

Biotech update from Bret Jensen. http://investorinthefamily.com/  Outperforming market in 2017 after 18 month bear Big uptick in M&A in Jan 3 big deals Feb and Mar have been fairly flat Lots of resistance technically Need an uptick in MA or earnings to break through Expect the uptick to happen in MA Watch Trump’s actions and not words Has appointed 2 free market minded people (FDA, Proposed to double fees for drug approval Watching repeal and replace of ACA Needs to happen before tax and regulatory reform Expect the repeal to happen by April or May Ocular Therapeutix (OCUL) Trigger event in July, new product for cataract surgery Insider buying Omerisk (OMER) OMS721 Priced at just over $10 w PTs in the $30 Next trigger event in few years

I lay out my plan for the next phase of Investor in the Family. This is possibly the most excited I've been about a project since starting the company, listen in to find out what's up. http://investorinthefamily.com/  

The biggest news and updates from the investing world over the past week, plus some potential big next steps for Investor in the Family Radio. http://investorinthefamily.com/  

An update on the biggest, most relevant investing and economic news for the week of March 6, 2017. http://investorinthefamily.com/  

A run down of major investing and economic news for the week of February 6, 2017. http://investorinthefamily.com/ http://diyinvestingsummit2017.com/  

Chuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was why he thinks so many DIY investors struggle and what they can do about it. Below is an excerpt from the interview and a summary of his response. *Chuck's full interview is available for free today. Chuck's advice on how to avoid investing struggles and failures... A portfolio is like a bar of soap, the more you handle it the smaller it gets. Have the mindset as becoming a shareholder/partner in the business. Doesn’t judge an investment sooner than 3-5 years. Great investments take decades. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Chuck's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Chuck and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited t

(click to enlarge) Brad Thomas is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Brad about was his biggest investing victory of 2016 and what his "State of the Markets" address would be going into 2017. Below is an excerpt from the interview and a summary of his response. *Brad's full interview is available for free today. Brad's biggest victory and "State of the Markets"... CorEnergy (CORR) is a small-cap, energy focused REIT that was trading at a large discount. Resulted in an ~160% return. Home runs are great, but prefers to hit singles and doubles. Real estate is a long-term investment. Owns real estate for the predictable income and modest price appreciation. Believes Trump will have a big impact on real estate in U.S. Trump will extend the life cycle for U.S. real estate for 5+ years. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Brad's core investmen

Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. Bret's "State of the Markets" and positioning for 2017... Expects 2017 to be a lot like 2016 with lots of unknowns in the world. China and the new administration are both bit question marks. Biotech and Pharma gains are sustainable as they exit a bear market. The market is fairly to slightly overvalued, domestic small caps should do well. Infrastructure and yield stocks are overvalued. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Bret's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Bret and other top investors on Seeking Alpha. Reg

Dividend House is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what her personal investment philosophy is and how it practically looks as she builds here portfolio. Below is an excerpt from the interview and a summary of his response. Dividend's personal investment philosophy and portfolio consctruction... Dividend is a "financially conservative, dividend growth investor." Prefers to never sell if possible. Views portfolio as a house with stock groupings that represent foundations, walls, roof, garden and even dog house. Focuses on income contribution as opposed to weigting in portfolio. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Dividend's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Dividend and other top investors on Seeking Alpha. Registration for the