Winamp Logo
The Investing for Beginners Podcast - Your Path to Financial Freedom Cover
The Investing for Beginners Podcast - Your Path to Financial Freedom Profile

The Investing for Beginners Podcast - Your Path to Financial Freedom

English, Financial News, 1 season, 430 episodes, 5 days, 5 hours, 27 minutes
About
The Investing for Beginners Podcast offers premium investment guidance for beginners to decode industry jargon, silence crippling confusion, and help you overcome emotions-- by looking at the numbers.
Episode Artwork

IFB335: A Comprehensive Look at Five Vital Valuation Metrics for Investors

Welcome to episode 335 of the Investing for Beginners podcast! In this episode, Dave and Andrew dive into a comprehensive discussion about five valuation metrics that can help investors understand the value of a company. They start by explaining the simplest and most frequently used shortcut for evaluating stocks, known as the price to earnings ratio. They also cover the importance of understanding how different metrics apply to companies in various stages of their lifecycle. Additionally, they share insights into the price to free cash flow, price to sales, and price to gross margin metrics before delving into the fascinating world of discounted cash flow (DCF) models. Throughout the discussion, they emphasize the importance of not relying solely on these metrics for investment decisions and highlight the need to compare and interpret them within a larger investment strategy. Prepare to gain valuable insights from this episode as Dave and Andrew shed light on essential valuation techniques and provide practical examples to help simplify the complex world of stock valuation. 00:00 PE ratio not suitable for cyclical companies. 03:14 Consider industry differences when comparing performance metrics. 08:04 Price to free cash flow provides crucial insights. 09:39 Sales indicators are more consistent than earnings. 12:55 Price to sales reveals company's value better. 17:44 Superior product, efficiency, technology, potential moat, pricing power, Buffett's investments: key investment indicators. 19:46 Simplify investment evaluation and future cash flow. 22:30 Valuing business using discount rate for negotiation. 26:47 Free email series teaches building DCF model. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com P.S. Want to grow as an investor? Learn to Start valuing a company in 7 days for free. Discover the 6-step process to value companies. Unravel the mystery of valuing Google, Microsoft, Amazon, and more. Join here (it's free) → https://lnkd.in/gwzB5MPy SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/26/202433 minutes, 41 seconds
Episode Artwork

IFB334: Finding Investing Inspiration - Analyzing the Top Companies of the Year, Year After Year

Welcome back to the Investing for Beginners podcast! In today's episode, Dave and Andrew delve into the concept of "draft classes" for companies, analyzing the top-performing companies of various years and discussing the implications for investors. They examine the performance of companies like Amazon, Nvidia, AMD, and others, and explore the lessons that can be learned from these draft classes. Join us as we uncover the insights from this fascinating discussion and learn how past performance can influence future investment decisions. Stay tuned for a deep dive into the world of investing and the valuable lessons to be gleaned from the past. 00:00 NVDA and AMD awesome, others not great. 04:09 Analyzing stock performance through batting averages. 08:31 Mixed performance for Square, Zoom, Peloton, Moderna. 12:05 Nvidia and Amazon have good track records. 15:26 Stock market trends over 30 years. 18:17 Timing market for Nvidia may impact returns. 20:48 Manage investment decisions carefully to avoid impulsiveness. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/22/202427 minutes, 49 seconds
Episode Artwork

Investing for the Next Generation: A Conversation with Matthew Roseberry

Dave: Welcome to The Investing For Beginners Podcast. I'm your host Dave, joined by my co-host Andrew. Today, we present a compelling episode with Matthew Roseberry, titled “Matthew.” Andrew: Matthew, an author and self-taught investor inspired by investing legends Buffett and Munger, shares his journey and strategies that simplify investing for the younger generation. Dave: Beyond numbers, it's the investor's psychology that Matthew underscores, using examples like the renowned Coca Cola. We'll explore how to introduce teens to investing through their existing interests and the imperative concept of compound interest. Andrew: With a look at Activision Blizzard’s moat within the gaming sector and the benefits of company founders at the helm, Matthew imparts his knowledge that serious investors should not overlook. Dave: So stay tuned for a thought-provoking discussion on investing fundamentals and strategies tailored for longevity and success. 00:00 Interest in making money led to investing. 05:53 New investors don't need to overcomplicate things. 07:29 Coca Cola's marketing builds share of mind. 12:46 Founder-led companies prioritize simplicity and user-friendliness. 15:21 Conflict with Charlie on Costco board avoided. Costco's ethical, customer-focused business model emphasized. 17:04 Activision Blizzard is a social network for gamers. 21:03 Acquiring Activision will lead to long-term profit. 25:34 Start with what you love: investing advice. 29:01 Compound interest key for teenagers' long-term wealth. 31:45 Book on investing like Buffett and Munger. Suitable for teenagers and new investors. Emphasizes the power of incentives in investing. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com More from Matthew Roseberry: A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie Munger SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/19/202438 minutes, 10 seconds
Episode Artwork

IFB333: Free Financial Tools - Accessing Relevant Ratios and Revenue Sources

On episode 333 of the Investing For Beginners Podcast, Dave and Andrew dive into three great listener questions. They start with Tyron's inquiry about evaluating stocks in the European market and discuss the implications of currency differences and accounting practices. They then address Sergio's question about free financial ratio tools, offering recommendations like Quickfs.net and finviz.com. Lastly, they explore the impact of equity raises, discussing the importance of considering cash allocation and profitability, using the example of Plug Power's recent dilution. Join Dave and Andrew as they provide insightful responses to these thought-provoking investment questions. 00:00 Understanding currency and metric consistency in analysis. 05:33 Finchat IO and others offer free services. 07:14 Importance of company life cycle for investors. 10:34 Raising equity means owning less of company. 13:37 Important to consider demand before raising capital. 16:10 Chart shows market cap growth needed to offset dilution. 21:22 ROIC tracks profitability and capital allocation success. 22:27 Analyzing return on equity and dollar earnings. 25:51 Closing remarks express gratitude and welcome questions. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/15/202431 minutes, 34 seconds
Episode Artwork

IFB332: Listener Q&A - From Paycheck to Paycheck and Starting to Invest

In the latest episode of The Investing For Beginners Podcast, Dave and Andrew tackle key listener questions about investing and finance. The episode kicks off with advice for a listener named Danny, who is living paycheck to paycheck despite having no debt. Andrew and Dave discuss the importance of starting to save for retirement, offering insights on wealth generating opportunities like 401ks and real estate. They emphasize the significance of finding a job with a 401k match and share personal experiences to underscore the benefits of investing early in one's career. The hosts also delve into the question of when to sell a stock, prompted by a query from a listener named Ryan. They share their individual perspectives on establishing a selling discipline and emphasize the significance of assessing if anything fundamentally changes about a business before making a decision. Throughout the episode, Dave and Andrew draw parallels between fitness and investing, and encourage listeners to focus on gradual improvement and consistency. With real-life examples and practical insights, they deliver valuable advice for both seasoned investors and beginners looking to navigate the world of finance and investment. 00:00 Don't miss out on 401k match. 03:49 Consider your investment goals and options. 06:20 Investing small amounts can lead to wealth. 12:06 Understanding worst case scenario alleviates anxiety. 14:46 Best reason not to sell: fundamental business. 16:08 Document your reasons for investment decisions. 19:12 Questioning fundamental changes in the business. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/12/202442 minutes, 50 seconds
Episode Artwork

IFB331: 6 Ways to Avoid Buying High and Selling Low

Welcome to The Investing For Beginners Podcast, I'm Dave and with me is Andrew. In episode 331, we're diving into the crucial role of conviction in investing. Learn why knowing the reason behind your investments can help you stay the course during market volatility and aid in building wealth over time. We'll share tips on how to develop and maintain your conviction, even when the market tests your resolve. Discover insights on the pitfalls of overconfidence and the wisdom of humility. Andrew will discuss his long-term holding approach focused on quality, and I'll emphasize understanding a company's true value. We'll also touch upon the importance of systems like dollar-cost averaging and strategies to prevent rash decisions, including insights from our experience with Berkshire during uncertain times. Join us as we explore the power of informed investing decisions and building a steadfast investment philosophy. Let's get started! 00:00 Understanding the game, investing wisely, avoiding mistakes. 04:02 Consistency in investment and learning from mistakes. 07:26 Focus on behavioral psychology in business success. 12:53 Write down your understanding to handle stress. 15:18 Repeated deep dives reveal valuable missed details. 17:52 Understanding outward vs inward looking investment strategies. 22:09 Maintain confidence and patience in investing strategy. 26:03 Understanding your limits, sticking to your plan. 28:45 Don't follow the herd, focus on opportunities. 33:09 Slow down, create systems for rational decisions. 34:51 Company seemed strong despite pandemic challenges and price. 39:15 Investors can find opportunities with deep analysis. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/8/202445 minutes, 41 seconds
Episode Artwork

IFB330: Balancing the Art and Science in Valuation

Welcome back to The Investing For Beginners Podcast, episode 330! I'm Dave, and with me is my co-host Andrew. Today, we're unpacking the significance of ROIC and price to free cash flow in company analysis. Understanding these numbers could be the difference between picking a gem and falling for a dud. We're also exploring the intricate balance between art and science in investing. Whether you lean towards growth or value strategies, we'll discuss how intuition and analytical rigor shape your investment choices. For an extra special twist, Andrew and I are in the same room, broadcasting live together for the first time ever! We'll dissect the theory of intrinsic value and the conundrum of market inefficiencies, taking a close look at intriguing cases like Netflix. Plus, we'll get into the nitty-gritty of P/E ratios and how market sentiment reflects in these figures. Ready for a journey into the heart of investing wisdom? Stay tuned as we merge hard data with gut feeling in this unique episode of The Investing For Beginners Podcast! 00:00 Intrinsic value: easy to visualize, agreed societal worth. 03:41 Efficient market theory, new info affects stock prices. 07:06 Science of stock valuation focuses on numbers. Art involves interpreting news and industry for value. 12:37 Comparing Visa and PayPal’s revenue growth. 15:22 PayPal and Visa acquisition prospects diverge. 16:44 Balancing intuition and logic in investment decisions. 20:47 PE ratio gives relative idea of value. 26:20 Higher ROIC linked to higher company valuation. 28:40 Different types of businesses have different ROICs. 32:39 Long-term decline leads to shareholder value destruction. 35:39 Growth investing values future, value focuses on past. 37:56 Mature businesses are more stable than growth. 41:26 Invest in companies with growth potential and stability. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get 55% off at Babbel.com/BEGINNERS. Go to greenchef.com/60beginners and use code 60beginners to get 60% off, plus 20% off your next two months! Use promo code INVESTING today at shipstation.com to sign up for your FREE 60-day trial. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/5/202448 minutes, 45 seconds
Episode Artwork

Noah Kagan on Building Million-Dollar Ventures with Zero Experience

We are excited to have Noah Kagan, author of the Million Dollar Weekend to our show. Noah has been a huge influence on both Andrew and I over the years. Noah is an entrepreneurial visionary who challenges traditional notions about what it takes to start a business. Contrary to popular belief, he asserts that neither an Ivy League education nor substantial funds are prerequisites for success. With a skeptical view on the need for a formal education or extensive courses to launch a venture, Noah advocates the entrepreneurial path as the ultimate investment. He believes in the potential for unlimited returns, making it an opportunity that transcends conventional investments. Noah's journey and insights offer a fresh perspective to beginners eager to step into the world of business without the constraints of conventional wisdom. 00:00 Invest capital, start business, make significant sales. 05:48 Focus on action, ask for what you want. 08:28 Solving problems leads to business opportunities. 12:14 Investing for the long term mindset success. 15:46 Stick with building software, service for 100 days. 17:45 Neighbors reject business idea, reflect on skills. 20:30 Search docusign emails, talk to contacts, simplify. 25:25 Compounded momentum in business, longevity needs acknowledgment. 28:04 Instagram showcases idealized lives, but hides struggles. 32:31 Rejection and failures are learning opportunities. 35:44 Overcoming fear of rejection leads to growth. 38:56 "Start small, build courage, gain confidence, succeed." 40:48 Invest wisely, pursue happiness, change generational cycles. 46:21 Noah's book inspired successful entrepreneur journey. 47:07 Noah, thanks for your valuable, inspiring message. You can find more about Noah including his wonderful book here: NoahKagan.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get 55% off at Babbel.com/BEGINNERS. Go to greenchef.com/60beginners and use code 60beginners to get 60% off, plus 20% off your next two months! Use promo code INVESTING today at shipstation.com to sign up for your FREE 60-day trial. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
2/1/202452 minutes, 22 seconds
Episode Artwork

Back to the Basics: Investment Strategies for Lifecycle Stages

Welcome to The Investing For Beginners Podcast. I’m Dave. Andrew: And I’m Andrew. In today’s episode, 'B2B,' we delve into the critical investment stages from initial accumulation to retirement's harvest. Dave: Understanding the dichotomy between investment and speculation is essential, and we’re here to navigate these sometimes murky waters. Andrew: We'll examine how astute investments in stalwart companies like Microsoft can lead to significant wealth accumulation and discuss the transformational impact of informed portfolio choices. Dave: The conversation will extend to the nuances of stocks, bonds, and an analysis of contemporary investment strategies, highlighting the delicate balance between risk and reward. Andrew: Whether considering the resurgence of investment clubs or choosing between growth and value investing, the discourse will be grounded in pragmatism for the disciplined investor. Dave: Today’s insights are geared towards equipping you to make strategic decisions with a long-term view, ensuring a robust financial future. 00:00 Investment journey phases and strategies based on age. 04:18 Stock market has risks, consider consulting advisor. 08:38 Investing in assets that produce value. 10:33 Investing in new stocks can be speculative. 13:48 Accredited investing offers different opportunities, risks. 18:30 Stocks= high potential, high volatility. Bonds= growth, less risk. Money market= safety, low returns. 21:37 Index funds suit passive investors, individual stocks active. 24:31 Investing requires research and commitment to succeed. 29:08 Value investors seek discounted, stable, growing companies. 31:50 Success in growth investing relies on market timing. 36:19 Learn basics, pay attention, find your style. 37:27 Closing remarks on investing with emphasis on safety. Today's show is sponsored by: Get 55% off at Babbel.com/BEGINNERS. Go to greenchef.com/60beginners and use code 60beginners to get 60% off, plus 20% off your next two months! For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/29/202442 minutes, 56 seconds
Episode Artwork

Back to the Basics: Investing Simplified - Practical Advice Inspired by Peter Lynch

Dave: Hello and welcome to The Investing For Beginners Podcast. I'm Dave. Andrew: And I'm Andrew. Today, we're tapping into the legendary wisdom of Peter Lynch in our episode "Peter," revealing insights for both new and veteran investors. Dave: We'll be discussing Lynch's unbeatable record at the Magellan fund and how his strategies, like focusing on suppliers during a gold rush, apply today with examples like Taiwan Semiconductor. Andrew: We're also dissecting why knowing your investments well is crucial, especially in volatile times. Strong balance sheets have proven crucial and can really set companies apart during crises. Dave: Definitely, Andrew. Plus, we're touching on the idea that investing doesn't require complex math, just focused research. And we'll explore the important long-term link between a company's earnings and stock performance. Andrew: So tune in as we distill the teachings of one of the best investors around and apply them to today's market. Let's get to the heart of smart investing. Dave: Ready to boost your investment IQ? Here we go. And remember, have a great week, folks! [Transition Music] 00:00 Thinking about investments in terms of supply chain. 03:05 Investment opportunities related to semiconductor industry products. 07:20 Prepare and research to avoid panic selling. 10:35 Research and understanding lead to better investments. 13:08 Use finviz.com, stock screener, to find specific stocks. 19:12 Company's future unpredictable, pay price wisely. 22:31 Understanding business matters for long-term investment success. 23:35 Importance of balance sheets in avoiding problems. 28:40 Finance is exponential, outliers have huge impact. 32:27 Stock market drops create investment opportunities. 33:34 Investors recognize undervalued stock's future potential. 38:22 Long-term investment success depends on forward thinking. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/25/202445 minutes, 3 seconds
Episode Artwork

IFB237: Beginner's Guide to Investing - $500 Strategies and Understanding Dividend Yields

Welcome back to The Investing For Beginners Podcast. I'm your co-host Dave, alongside Andrew, and you're tuning into Episode 327. Today, we ease the minds of new investors considering how to wisely invest $500. Don't overthink it—we've got strategies for you, from monthly investment increments to understanding dividends and earnings per share. We answer a listener question about the right number of shares for an ETF or stock, and discuss portfolio diversification over quantity. Plus, we've got insights into whether Crown Castle's stock is at risk with the rise of Starlink's satellite-based services. Ever wonder how to sift through the endless stream of investment news? We've got you covered with practical tips to stay informed and grounded. And for those juggling with paying off credit card debt or investing, we weigh in on approaches that might just give you the financial edge you're seeking. 00:00 Pay off highest interest or smallest balance. 03:35 Banker suggests consolidation loan to lower rates. 09:23 Start small, build wealth through consistent habits. 13:10 Company earnings paid as dividends to stockholders. 14:06 Stock yield indicates annual dividend percentage return. 18:39 Diversify portfolio with ETFs, manage risk. Splitting. 20:56 Stay away, Google, diversify, consider percentages, S&P 500 tech exposure. 25:31 Starlink works well in remote areas. Competitive threats. 29:47 Assess company based on business understanding and risks. 32:14 Deeply understanding businesses, using numbers to filter. 36:16 Think before reacting to news or events. 37:51 Thank you, wrap up, invest safely, reach out. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/22/202443 minutes, 26 seconds
Episode Artwork

Unveiling the World of Microcap Stocks with Expert Ian Cassel

an Cassel hails from the distinctive region of Lancaster, Pennsylvania, an area known for its Amish community and pastoral charm. His upbringing in such a unique environment holds a special place in his life story, though it may not directly correlate to his professional journey. His narrative took a pivotal turn in the late 1990s when, as a teenager living through the dot-com boom, his parents presented him with a life-altering decision. With $20,000 saved for his college education, they laid out the realities of his financial support, prompting Ian to weigh his future academic aspirations thoughtfully. This early lesson in financial responsibility and weighing the value of education against potential debt would be a cornerstone experience that shaped his approach to life and eventual career choices. 00:00 Lancaster, Amish country, limited college fund decision. 05:08 Lucky investment leads to full-time investor. 06:23 Rapidly learned microcap investing, founded Microcapclub.com. 12:45 Small businesses require independent research and conviction. 13:37 Microcap investing often misunderstood, less failure than assumed. 19:47 Scaling from microcap to macrocap requires structure. 20:47 Microcap investing offers small investors unique advantages. 27:00 Disconnect stock price from business valuation for advantage. 28:10 Averaging down can be a risky skill. 33:55 Focus on management ownership, valuation, and diligence. 37:36 Microcap investments require careful consideration of liquidity. 38:33 Testing smaller positions, adjusting based on performance. 44:08 Small cap stocks offer competitive advantage for investors. 46:24 Microcap investor risk: Avoid dilution, unsound companies. 50:22 Follow me on X or Twitter (Ian Castle) for microcap investing advice and resources. More from Ian: Twitter (X) = @iancassel Microcapclub.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/18/202456 minutes, 41 seconds
Episode Artwork

IFB326: The Intersection of Growth and Value in Investing

Welcome to The Investing For Beginners Podcast, episode 326! I'm your host Dave, joined by Andrew, as we explore the crucial connection between growth and value in investments. We'll discuss how a company's revenue growth influences its value and the role profitability plays in its success. In response to Liam's query, we'll share our strategies for tracking investments for taxes, using tools like spreadsheets and brokerage apps. Andrew and I will also delve into Dylan's question on whether to direct funds to a Roth 401K or a rollover IRA, highlighting the benefits for your financial future. 00:00 Company value hinges on sustained revenue growth. 05:55 Long-term success requires profitability, efficiency, sustainment. 07:47 Meta's value stock dislocation and growth. 13:09 Monitoring portfolio daily unnecessary; long-term holding strategy. 15:21 Tracking financial investments for taxes and appraisals. 19:25 Transfer old 401K to an IRA. 22:12 Maximize 401(k) benefits, stay focused. 23:33 Investment success depends on risk and effort. 27:50 Having a mentor can fast-track your success. 30:39 Stay humble in changing market conditions always. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/15/202437 minutes, 52 seconds
Episode Artwork

Andrew Giancola's Journey: Pickleball Facilities and Automated Finance

Dave: Hello, investors! Welcome to a thrilling episode of The Investing For Beginners Podcast. I'm Dave, alongside Andrew, and we've got a real treat for you today. Andrew: That's right! Andrew G of the Personal Finance Podcast is here, sharing his journey from finance enthusiast to pickleball facility co-owner. Dave: He's diving into the world of essential businesses, revealing the ins and outs of seller financing, and discussing his innovative efforts in Tampa's first indoor sports facility. Andrew: Plus, we'll talk about the importance of automating finances and investment strategies, like why he's a fan of ETFs and maximizing tax-advantaged accounts. 00:00 Automate everything for efficient financial management. 05:32 Automating savings and tracking expenses with tools. 07:15 Reduce stress by financial optimization and automation. 10:07 Index funds and ETFs simplify my finances. 14:02 Baby boomer retirement sparks business acquisition interest. 19:00 Business model focuses on classes, not memberships. 22:25 Investing in business for higher returns. 25:23 Concerns about business competing with local pickleball courts. 27:02 Unique indoor sports facility seeks expansion opportunities. 30:29 Real estate creativity requires legal understanding. 35:56 Verify coin and machinery function for car wash. 37:23 Key partners essential for long-term business success. 42:48 Expand pickleball, diversify into multiple businesses, retire. 45:07 Changed tree display, created additional revenue streams. 47:36 Encouraging listeners to check out dynamic podcast. You can learn more about Andrew here: The Personal Finance Podcast Mastermoney.co Instagram Twitter(X) Today's show is sponsored by: Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show! Get 55% off at Babbel.com/BEGINNERS. Compare and find smarter credit cards, savings accounts, and more today at NerdWallet.com.  For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/11/202452 minutes, 18 seconds
Episode Artwork

IFB325: Activist Investors: Reshaping Companies like Crown Castle

Welcome to The Investing For Beginners Podcast, I'm Dave, and with me is the astute investor, Andrew. In episode IFB325, we're unpacking the substantial yet sometimes stealthy impact of activist investors on key players like Crown Castle and PayPal. We'll discuss the role of renowned investors like Bill Ackman and George Soros in driving, or derailing, a company's success. We'll explore what happens when activist investors begin calling the shots, the transformation they can bring, their potential for value destruction, and the delicate balance of corporate governance they disrupt. Plus, we'll talk about the implications of founder control, citing examples like Elon Musk at Tesla. 00:00 Leverage buyouts and activism affect investments. 04:45 Activist investors force change in companies' strategies. 09:39 Shareholders' influence on company and board structure. 12:47 Elliot drove change amid PayPal's struggles. 15:28 Activist investors focus on short-term value. 19:01 Change of heart, motivations, and company impact. 23:11 Depend on majority owners, simplicity of businesses. 25:50 Success of tech companies depends on leadership. 29:57 Understanding activist investing: motivations, impact, and outcomes. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show! Get 55% off at Babbel.com/BEGINNERS. Compare and find smarter credit cards, savings accounts, and more today at NerdWallet.com.  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/8/202436 minutes, 21 seconds
Episode Artwork

Wisdom from Buffett and Munger: Brian Feroldi Talks Quality Investing

Welcome to The Investing For Beginners Podcast. I'm Dave, and with me is Andrew. Today's episode, features special guest Brian Feroldi, who joins us to explore the wisdom of capital efficiency through the lens of storied investments like See's Candy. We pay tribute to investing legend Charlie Munger and discuss how his teachings have influenced the most successful investors. Diving into the strategies of investing, Brian gives us his take on the risks and considerations of averaging down in the stock market. We look at cases like Uber's financials versus its stock price as we untangle the complex relationship between a company's story and market perception. Brian also shares his educational endeavors and disciplined investing approach, emphasizing the significance of business fundamentals over market noise. Expect a wealth of knowledge and actionable insights for your investment journey. Let's jump right in! 00:00 Buffett led me to Munger; invaluable financial wisdom. 04:23 Munger influenced Buffett's value investing strategy. 07:56 Buffett emphasizes importance of capital light businesses. 12:05 Investing in index funds is safer than stocks. 16:14 Uber stock improving despite past profitability concerns. 17:24 Stock's value = today's numbers x future story. 20:37 Focus on financial fundamentals and business stability. 25:58 Limit capital allocation to 3% portfolio. 28:22 Tech stocks driving market, reminiscent of dotcom boom. 31:07 Free 5-day stock investing school course offered. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show! Get 55% off at Babbel.com/BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/4/202438 minutes, 53 seconds
Episode Artwork

IFB324: The Art of Portfolio Diversification and Stock Picking Frequency

Hello, investors! Welcome to episode 324 of The Investing For Beginners Podcast. I'm Dave, here with Andrew. Today, we're answering a listener's question on how to smartly invest $100 a week in top-tier companies like Apple and Google. We're discussing the power of consistent investing, strategic compounding, and aligning your retirement goals with your investment plan. We'll talk about the merits of investing a set amount monthly versus investing as much as you can when you can. Andrew shares his insights on creating a solid checklist for evaluating businesses, while I weigh in on when to sell stocks based on business fundamentals. Expect to learn about crafting your own investing checklist with tips from investment legends, dive into the complexities of capital gains taxes, and the significance of getting professional tax and investment advice. Don’t miss our thoughts on diversification and the stress of frequent stock picking. Ready to boost your investing IQ? Let's jump into the mix! 00:00 Retirement costs vary based on lifestyle choices. 04:47 Consistency in investing is key for progress. 06:53 Monthly stock picking provides valuable research time. 12:22 Microsoft acquired Activision Blizzard in all-cash deal. 16:05 Broker helps simplify capital gains tax process. 19:23 Key questions drive understanding of Amazon business. 21:11 Understanding business models simplifies complex technology. 27:17 Evaluating investments: checklist, numbers, business dynamics, competition. 31:42 Focus on business fundamentals for investment decisions. 33:22 Balancing opportunities while avoiding constant change. 36:26 Prioritize risk factors to identify opportunities faster. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Today's episode is sponsored by: Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show! Get 55% off at Babbel.com/BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
1/1/202444 minutes, 18 seconds
Episode Artwork

Investing in Financial Knowledge with Val Agostino of Monarch Money

Hello everyone, and welcome to The Investing For Beginners Podcast. I'm your host, Dave, and together with Andrew, we're excited to welcome Val Agostino on today's episode. Val is not just an expert in personal finance, but also the co-founder and CEO of Monarch Money, a trailblazing financial management platform. Today's discussion, Val, will focus on the critical importance of building financial security and the pitfalls of relying on free apps that may compromise your privacy. Val brings his extensive experience from his time at Mint and discusses MonarchMoney.com's mission to align with users' financial goals without selling personal data. Get ready to explore the value of consistent financial action, the advantages of a user-centric paid platform, and the power of collaboration in money management. It promises to be a deeply informative session, perfect for anyone looking to enhance their financial savviness. Go to monarchmoney dot com/BEGINNERS for an extended 30 day free trial. 00:00 Fascination with Internet led to 5 startups. 04:17 Entrepreneurial advice: Find passion, gain experience first. 07:04 Product manager: connector between market and product. 10:19 Mint shows financial info, but what's next? 15:30 Mint's shutdown was inevitable due to expenses. 16:29 Consumers expect free apps, leading data concerns. 21:22 Calculate emergency fund, set goals, track spending. 23:37 Money should be collaborative, not isolating. 28:47 Monthly financial review fosters open communication, cooperation. 30:24 Analyze spending, income, prioritize goals, create future. 35:33 Passionate about alleviating financial stress through software. 37:02 Easy to use, highly recommended, absolute love. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12/28/202342 minutes, 41 seconds
Episode Artwork

IFB323: Understanding the World of Utilities - Analyzing Southern Company from a Beginner's Perspective

Welcome back to the Investing for Beginners Podcast! In today's episode, Dave and Andrew dive into some thought-provoking listener questions. They start off by addressing the popular query: "Is Robinhood a good starter investment?" The hosts engage in a comprehensive discussion about the investment potential and risks associated with the company. They proceed to tackle a captivating question from a college student seeking advice on investing in their late 20s. The hosts offer valuable insights on how to approach investment opportunities with limited funds and ample time. Lastly, they break down the nuances of analyzing utilities as investment options, shedding light on the specific characteristics of these companies and the reasoning behind their investment appeal. 00:00 Investing for Beginners podcast, episode 323, Q&A. 05:51 Learning fundamentals for sound investment decisions, ratios, earnings. 09:15 "New investors should be cautious and patient." 10:39 Consider stock choice beyond low share price. 16:47 Southern Company likely a steady, income-focused investment. 20:00 Utilities face challenges in funding and margins. 21:07 Utility investments require significant financial support. 25:40 Utility investment, long-term, with renewable potential. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
12/25/202332 minutes, 12 seconds
Episode Artwork

Remembering Charlie Munger: Personal Reflections on a Legendary Investor's Impact

In this episode of the Investing for Beginners Podcast, hosts Dave and Andrew pay tribute to the late great Charlie Munger, sharing personal thoughts on his impactful life and investing legacy. They delve into the perseverance and resilience demonstrated by Munger, discussing the mental models and methods he employed in his investing journey. Highlighting Munger's enduring love for learning, the hosts offer insights into his extraordinary mindset and the valuable lessons that can be gleaned from his experiences. Join us as we celebrate the enduring wisdom of Charlie Munger and explore the profound impact he has left on the world of investing. 00:00 Podcasts discussing finance and Charlie's impact. 04:32 Overcome struggles, focus on moving forward. 08:15 Charlie was modest and underrated, but impactful. 12:27 Learned value of inversion in investment strategy. 14:40 Explore Bitcoin, invert thinking, experiment with diet. 18:02 Costco's enduring strength and potential challenges summarized. 22:56 Irresistible olives create strong cravings and connection. 25:25 Endlessly curious, always learning, never content. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Questions? Send them to newsletter@einvestingforbeginners.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12/21/202333 minutes, 22 seconds
Episode Artwork

IFB321: Getting Started with Investing in Stocks - Easy Steps for New and Tight Budgets

In this episode of the Investing for Beginners Podcast, Dave and Andrew address three listener questions, offering valuable insights and tips for investing. The first question focuses on getting started with stock investing on a tight budget, discussing the simplicity of opening a brokerage account and making initial investments. Next, they tackle the age-old dilemma of whether to focus on ETFs or individual stocks for long-term investing, emphasizing the importance of aligning investment strategies with individual goals and interests. The episode concludes with a heartwarming and practical discussion about setting up investment accounts for children and teaching them essential financial skills from an early age. Join Dave and Andrew as they delve into these important investment topics and provide valuable guidance for listeners. 00:00 Start investing now, it's easy and free. 05:02 Debt advice: find affordable strategies, pay more. 08:45 Define goals, understand before picking individual stocks. 10:00 Invest in ETFs, diversify with some stocks. 15:36 Teaching daughter to save and invest money. 17:06 Encouraging long-term investment habits for daughter. 20:49 End of conversation. Thanks for questions. Email more. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Send them to: newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Questions? Send them to newsletter@einvestingforbeginners.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12/18/202326 minutes, 17 seconds
Episode Artwork

IFB320: The Art of Analyzing Stock Price Drops and Investment Fundamentals

Welcome to episode 320 of The Investing For Beginners Podcast! I'm Dave, here with Andrew, and today we're tackling how to invest smartly in company assets, sidestepping management pitfalls. We'll discuss the art of reading annual reports, deciphering ownership structures, and the nuances of investing in yieldcos. Market downturns can be unnerving, so we'll help you analyze when a stock's price drop is a buying opportunity or a red flag. We’re also sharing insights on when to buy, hold, or sell based on a company's fundamentals. Plus, in response to a question from our listener David, we'll delve into strategies for minimizing taxes within different investment accounts and the specific considerations around yieldcos versus utilities. Ready for actionable investment wisdom? Stay tuned as we empower your investing decisions with clarity and confidence. Let's dive in! 00:00 Roth vs. traditional IRA and taxable brokerage. 03:16 Annual reinvestment may incur tax consequences. 07:51 Query about yield code and utility company stock. 12:35 Choosing between equity company and yield co depends. 14:19 Ownership of MLP led to tax frustration. 18:15 Read annual report, understand ownership structure. No shortcuts. 21:39 Analyze stocks based on fundamentals and numbers. 23:27 Evaluate stock fall, stick to fundamentals, reevaluate. 27:20 Rarely sell, considering company's portfolio & stock price. 30:13 Parent company debt level looks manageable, needs examination. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Questions? Send them to newsletter@einvestingforbeginners.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12/14/202337 minutes, 43 seconds
Episode Artwork

The Investing Journey: Insights from Jeff & Jason of Investing Unscripted

Welcome back to another episode of The Investing For Beginners Podcast – I’m Dave, here with Andrew, and today we're thrilled to chat with two ace investors from the Smattering Show (now changed to Investing Unscripted) – Jeff Santoro, known on Twitter as Market Musician, and Jason Hall, whose handle is @_TheSmattering. Both are esteemed contributors at Motley Fool and bring a wealth of experience and unique perspectives to our discussion. In this episode, Jeff talks about his evolution from a music teacher to an astute investor, emphasizing his research-intensive strategy and a careful approach that values input from diverse sources. He’s transparent about his growing investments and his significant stake in index funds. On the flip side, Jason stresses the need to question investment theses rigorously and his preference for a mix of stable, dividend-paying companies and growth stocks. His narative on an investment that didn’t pan out provides a sobering lesson on risk and resilience. Together, they’ll touch upon the psychological aspects of investing, the importance of having a disciplined strategy to avoid rash decisions, and the role of technology in today’s investing landscape. This episode is not just about stock picks and strategies—it also delves into the critical topic of financial literacy, reflecting on its current state within the educational system. Prepare for a mix of engaging stories, seasoned advice, and thoughtful reflections on the world of investing. Don’t miss out on this insightful conversation with Jeff and Jason. Let's dive in! Jason Hall Twitter(X) @TheSmattering Jeff Santoro Twitter(X) @marketmusician Investing Unscripted Twitter(X) @InvestingPod Investing Unscripted 00:00 Realized lack of savings, found passion writing. 05:46 Morgan Household inspires through transformative business ventures. 09:10 Investing in familiar, big brand stocks over time. 11:56 Circuit City, CarMax stock surprise, profitable discovery. 14:33 Work busier = less urge to trade. 16:57 Managing urge to take action as investor. 21:17 Lesson in unexpected outcomes, diversification as protection. 23:58 Overbought stocks at high prices, learning from mistakes. 28:27 New to business, seeking input for growth. 31:39 Investing in stocks, diversifying, and focusing on stability. 35:36 Diminishing returns on knowing everything about business. 38:57 Wishing I knew the importance of starting early. 40:52 Supports teaching financial literacy in school and at home. 43:45 Podcast helped start investing journey during pandemic. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Questions? Send them to newsletter@einvestingforbeginners.com Learn more about your ad choices. Visit megaphone.fm/adchoices
12/11/202349 minutes, 38 seconds
Episode Artwork

IFB319: Cutting Losses: A Guide to Exiting Bad Investments

Welcome to the 319th episode of "The Investing For Beginners Podcast"! I'm Dave, and with me as always, is Andrew. Today we're diving into reader's questions on spin offs and when to quit an investment experiencing losses. With expert insight into the hidden potentials of spin offs and the crucial signs that indicate if it's time to sell, join us as we explore these key investing challenges. We'll also be throwing light on assessing growth industries like EV, AI, and Internet Security, and sharing some personal tales from our investing journey. Let's settle into an exciting episode, and as always, we welcome your thoughts on these topics. 02:12 Market fluctuations affect short-term company performance. Long-term performance is determined by financials. Difficulty assessing company without ticker symbol. Possible sector impact not ruled out. 05:27 Fundamentals performing, profitable business or cut bait. 08:22 Explanation: Stock spinoffs can vary in terms. 10:55 Spin-offs can unlock great business potential. 14:16 Changes in financials: margins, income, metrics. Watch for payoffs or gradual declines. 15:38 ROIC trend determines company success over time. 20:06 High growth stocks need different portfolio mix. 22:58 Infrastructure's necessity, winners uncertain, growth uncertainty. 26:07 AI industry, internet security - my two. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions, send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get 55% off at Babbel.com/BEGINNERS. Sign up today at butcherbox.com/beginners and use code beginners to get free chicken wings for a year. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. Sign up for a one-dollar-per-month trial period at SHOPIFY.COM/beginners. Go to ShipStation.com and use code INVESTING today and sign up for your FREE 60-day trial. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
12/7/202334 minutes, 26 seconds
Episode Artwork

Diving into Web Three and Gaming with Crypto Expert Brian Evans

Dave: Welcome everyone to another episode of The Investing For Beginners Podcast, I'm Dave, joined as always by Andrew. Today, we have a very special guest - Brian Evans. Brian is a founder, investor, Inc. 500 entrepreneur, and a key voice in the crypto, gaming, and web three sphere. Andrew: In our conversation today, we'll dive into some exciting developments about the rise of gaming as a major category influencing other industries, and how its concepts have shaped the evolution of Ethereum and other crypto projects. We'll also explore how crypto and web three are transforming power dynamics, providing interesting alternatives to the mainstream concentration of power by large entities. Dave: And of course, we'll discuss the growing institutional investor interest in cryptocurrencies, the increasingly powerful role of NFTs, blockchain's impact on gaming, the shift from Web 2 towards Web 3, and much more. Brian's insights are sure to provide meaningful context for those interested in understanding the expansive reach of these technologies. Andrew: Exactly, Dave. For all those looking to get a grip on the future of digital art, understand the impact of blockchain on the gaming world, or simply learn how to navigate this new era of the internet, you're in for a treat. So without further ado, let's jump right in. 00:44 Marketing agency founder leaves rat race, embraces Ethereum. 06:01 Internet evolution: Read, write, own digital assets. 09:00 Own your virtual world and digital assets. 11:08 Contestant creates blockchain transactions, builds marketplace. 13:25 Ownership is the natural progression for gaming. 17:39 One hit leads to more innovation in tech. 22:17 Transitioning to Web 3 gaming concepts, challenges. 24:15 Focus on what it does, not technical details. 26:41 Game development has evolved from basic to 3D. Blockchain adoption supported through educational games. 30:03 Controversy surrounds third-party backup for crypto. 33:25 Excitement about NFTs, discussed on podcast. 37:54 Gamer-created crypto challenges monopolies, promotes decentralization. 40:45 Appreciate your time, excited to learn more. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Send them to newsletter@einvestingforbeginners.com Today's show is sponsored by: Get 55% off at Babbel.com/BEGINNERS. Sign up today at butcherbox.com/beginners and use code beginners to get free chicken wings for a year. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. Sign up for a one-dollar-per-month trial period at SHOPIFY.COM/beginners. Go to ShipStation.com and use code INVESTING today and sign up for your FREE 60-day trial. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
12/4/202346 minutes, 15 seconds
Episode Artwork

Investing Basics with Jeremy Schneider of Personal Finance Club - The Secret to Building Wealth

Welcome to a special episode of the Investing for Beginners Podcast. Today, we welcome our guest, Jeremy Schneider—an internet entrepreneur who turned his financial life around and now shares his wisdom through his venture, Personal Finance Club. From budgeting to diversifying investments, learn about Jeremy's straightforward approach to successful investing. We delve into the importance of living below your means and the power of indexing. Join us as we exchange thoughts on financial education, credit card usage, and innovative financial concepts like branded index funds and advice-only financial services. Stay tuned to hear Jeremy's personal investing strategies and how automatic investments into index funds have brought him success. Let's talk about how discipline in spending, informed investing, and staying focused on your financial goals can lead to meaningful wealth. Let's dive right in! 01:43 Summary: Read books on personal finance, noticed same message. Pop culture promotes spending, debt, materialism. Real path to wealth is spending less, investing consistently. Quit job, took a year off, started personal finance club to help friends. 04:18 Financial independence leads to existential crisis 09:01 Confusion, frustration, but finally booked flight. 09:41 Credit cards tempting, rationalizing spending for points. 15:04 Spending doesn't make you rich; habits matter. 18:12 Overcoming inertia is key to starting. 21:55 Link bank account, transfer money, buy stocks. 25:54 Simplicity and low expense ratios benefit investments. 29:54 Many ways to invest, don't overcomplicate it. 32:43 Mutual funds buy in dollars, not shares. 36:40 Lack of financial education feeds debt cycle. 40:09 Finding good financial advisors: learn to invest. 42:32 Easy way to find advisors and more. 44:19 We enjoyed talking to you, Jeremy. Thanks! More from Jeremy: Personal Finance Club Instagram For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/30/202349 minutes, 56 seconds
Episode Artwork

IFB318: Andrew's Valuable Insights - A Conversation on Building and Evolving an Investment Portfolio

Welcome back to another episode of the Investing for Beginners Podcast! In today's episode, we have a special treat as we interview Andrew and delve into his investing journey and the evolution of his portfolio. We'll discuss the lessons he's learned, the changes he's made, and the valuable insights he's gained over the years. From adjusting his investing style to understanding the importance of both numbers and narrative, Andrew shares his experiences and reflections. Join us as we explore the ever-changing world of investing and how it shapes our portfolio strategies. So sit back, relax, and let's dive into this insightful conversation on investing and building a successful portfolio. 00:59 Learning what works for your style, goals. 05:14 Understanding finance as a storytelling detective. 06:24 Price and narrative matter for long-term investing. 13:01 Cyclical industry tied to supply and demand; innovation persists even during slowdowns. 16:38 Company's success relies on humble confidence. 20:18 Value Spotlight reveals valuable insights for investors. 21:58 Price of Value Spotlight newsletter increased to $49. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Learn more about the Value Spotlight investment newsletter here. Questions, send to newsletter@einvestingforbeginners.com Today's show is sponsored by: Receive a free LMNT Sample Pack with any order at drinklmnt.com/InvestingBeginners. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/27/202328 minutes, 25 seconds
Episode Artwork

IFB317: Listener Q&A - Navigating Market Turbulence with Long-Term Investments

From figuring out profitable business models to spreading investments across sectors, we've got it all covered in this episode. Get ready for some discussions on the importance of aligning your business goals with your passion and the value your business can contribute. We'll also explore the passive approach of owning the entire stock market, strategies of selective sector investing, and the long-term viability and challenges in the REIT business. We'll address questions about accurately measuring returns and the discussion never gets “dinky” when we talk about investments and the importance of adopting a long-term perspective. 00:56 Smart guys at Microsoft pivoted to cloud. 05:46 Choose investor type wisely, diversify, avoid speculation. 06:44 Chasing business cycles is risky; diversification is better. 11:11 Navigating investment sectors requires caution and research. 13:28 Anticipated recession, uncertain but holding on. 19:17 End result matters, not short-term performance. 20:17 End result matters more, less short-term stress. 24:34 Uncertain future, proceed with caution in investments. 29:06 Contractual setup reveals REIT debt and potential market share. 30:52 REIT dividend offers temporary pain relief, long-term usage. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Value Spotlight Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code beginners to choose your free steak for a year and get $20 off. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/23/202337 minutes, 32 seconds
Episode Artwork

Building a Diversified Portfolio: Exploring ETFs and Comparing Different Areas with Long-Time Listener Ali

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, we have a special guest joining us, Ali, a dedicated listener and newer investor who has some interesting insights to share. Ali began investing in 2021, focusing on building an emergency fund before diving into the world of stocks and ETFs. We'll discover Ali's investment strategy, including his approach to diversification, his thoughts on international investing, and his preference for certain sectors. Ali also reveals his risk tolerance and the factors that influence his investment decisions. 00:00:34 Thankful for the podcast, started investing in 2019. 00:05:03 Follow portfolio picks, with a few exceptions. 00:07:04 Hopeful for growth, no bonds for now. 00:09:50 Took a risk investing in dogecoin. 00:13:11 Good outlook for Texas Instruments, unsure about TSM. 00:18:49 Expense ratio crucial; wary of international investing. 00:21:00 Stick with what I know, but international opportunities exist. 00:24:00 More international companies on NYSE/Nasdaq desired. 00:27:38 Good idea, like your financial future journey? 00:32:27 Interest rates drive demand for treasury bonds. 00:35:20 Questions about using government website for bond investments. 00:36:49 Bond funds buy bonds of different maturities. 00:41:06 Personal question. My take: Feraldi's graphic on Twitter shows stock market probabilities. Bonds and stocks affected by interest rates. Stocks driving index. 00:45:35 Options for $2,000: T-bills or savings accounts. 00:47:47 T bills are liquid, bank accounts are slow. 00:51:52 Optimize investment or optimize pick? Time matters. 00:53:48 Thank you Ali for your time. Appreciate. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code beginners to choose your free steak for a year and get $20 off. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/20/202358 minutes, 23 seconds
Episode Artwork

IFB316: Sales to Capital Ratio: The Key Metric for Predicting Company Growth

In this episode of the Investing For Beginners Podcast, Dave and Andrew dive into the often overlooked metric, the sales to capital ratio. They discuss why investors should care about this ratio, its relation to capital efficiency and growth, and how it can help determine a company's potential. They also provide examples of companies with different sales to capital ratios and offer tips on using this tool effectively. Tune in to gain valuable insights into analyzing company growth and making informed investment decisions. 02:51 One company grows slowly, another grows rapidly. 06:35 Walmart sells items, Netflix creates and sells shows. 09:53 Use averages to mitigate abnormal sales fluctuations. 13:00 Fast growth early, then profit and stability. 16:39 Measure revenue growth based on company assets. 20:01 Biserve grows revenue, FIS plans spin-off. 23:45 Wrap up sales to capital ratio talk. Subscribe, review, visit envestingforbeginners.com. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code beginners to choose your free steak for a year and get $20 off. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/16/202329 minutes, 49 seconds
Episode Artwork

The Journey of Becoming an Investor: Learning, Analyzing, and Improving with Long-Time Listener Gilbert

On this episode of The Investing For Beginners Podcast, we have a special guest Gilbert. Gilbert shares his experiences using payment apps like Cash app and his interest in investing and public speaking. Dave and Andrew discuss the overwhelming number of payment options available and how to leverage passions to generate passive income for investment. They dive into Gilbert's plans to grow his dance teaching business and his quest for knowledge on taxes, balance sheets, and increasing income. The hosts also explore the importance of aligning investments with personal goals and interests. Along the way, they share tips and insights for navigating the world of investing. [00:00:43] Excited guest cites frustration with investing confusion. [00:04:11] Investing: fear, uncertainty, family's lack of knowledge. [00:08:55] Princeton choir unaware of potential in investing. [00:11:22] Maintaining story and analyzing company performance. Emotional challenges, long-term positioning, and disciplined investing. [00:14:56] Limited understanding, gained wisdom from monthly picks. [00:18:57] Long-time viewer praises app's user-friendly content. [00:20:48] Identify, analyze, and benefit from company aspects. [00:26:15] Taxes, balance sheets, income increase, investment hurdles. [00:28:51] Learns about taxes and plans accordingly. [00:31:44] Minimize taxes with long buy & hold strategy. [00:37:39] No free lunch in finance, trade-offs exist. [00:41:54] Consider goals, trade-offs, and investments wisely. [00:45:55] Too many payment options can be overwhelming. Simplify. [00:48:40] Multiple opportunities to teach dance and public speaking, helping others overcome stage fright. [00:51:47] Opportunities for dance club growth explored. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code beginners to choose your free steak for a year and get $20 off. This holiday season, give one annual membership and get one free at MASTERCLASS.COM/IFB. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/13/202359 minutes, 5 seconds
Episode Artwork

IFB315: Listener Q&A - Analyzing Rivian, Will They Become the Next Tesla in the Electric Vehicle Market?

Welcome to another episode of The Investing For Beginners Podcast! In today's episode, hosts Dave and Andrew dive deep into the world of electric vehicle companies, focusing on the intriguing case of Rivian and its potential to become a major player in the industry. They analyze the factors that may hinder or boost Rivian's success, drawing comparisons to the renowned Tesla. With insights on market competition, financial considerations, and the importance of believing in a company's story, Dave and Andrew provide valuable advice for investors navigating this dynamic landscape. 00:02:49 Huge IPO success for car company without revenue. 00:05:27 Rivian may be falling behind Tesla, Ford. 00:09:44 Less than 1% electric cars on road. 00:12:02 High-risk stock requires belief in execution. 00:14:13 Infrastructure built 15 years ago drives Tesla. 00:18:54 Company generated cash from going public, but faces future dilution and need for more capital to grow. 00:22:25 Rivian benefits from Tesla's groundwork on EVs. 00:25:48 Tesla may have provided a blueprint for Rivian's success. 00:30:04 Limited portfolio exposure suggested for smaller company. 00:33:40 Investing in many companies to find success. 00:35:03 Not a fan, but I respect them. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Reply to newsletter@einvestingforbeginners.com Today's show is sponsored by: Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/9/202340 minutes, 45 seconds
Episode Artwork

IFB314: Listener Q&A - Learning How to Evaluate Potential Growth Opportunities

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, hosts Dave and Andrew dive into a wide range of topics, from analyzing potential growth opportunities for companies to the importance of understanding the lifecycles of businesses. We'll also discuss the complexities of projecting future growth and the significance of building a diversified portfolio. Plus, we'll explore investment strategies for beginners and answer listener questions about stock exchanges and portfolio diversification. 00:01:21 Hesitant to commit, seeking advice on stock exchanges. 00:05:05 Invest wisely, save, and develop good habits. 00:09:15 Assuming accumulation phase, long time horizon: no immediate diversification necessary. 00:10:46 Diversify, hold for long term, build wealth. 00:15:27 Diversification affects returns; owning many stocks matter. 00:19:38 Portfolio diversification is important, aim for 15-20 companies. 00:20:36 Understanding evolving businesses and their lifecycles. 00:26:26 Quickly visualize data with CAGR calculations. 00:29:16 Visa's growth drivers: cross-border payments, Visa Direct 00:33:35 Use your own estimate, not management's. 00:35:30 Company growth projections protect, but be cautious. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Questions? Reply to newsletter@einvestingforbeginners.com Today's show is sponsored by: Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/6/202342 minutes, 15 seconds
Episode Artwork

IFB313: Deciding How to Invest - Balancing Risk and Return with Your $10,000

Welcome to Episode 313 of the Investing for Beginners Podcast! Today, Dave and Andrew answer three great listener questions. But before we dive in, we wanted to remind you to send us your burning investing questions at newsletter@envestingforbeganners.com. In this episode, we address a question from Lisa, a beginner investor who is looking for advice on what to do with her existing $10,000 in her Roth IRA account. Dave and Andrew discuss the importance of understanding personal goals, risk tolerance, and time horizon when making investment decisions. They also highlight a helpful resource, Financialbirdsbees.com, which offers a free lump sum calculator to guide investors in finding the best investment approach. Tune in to gain insights on how to navigate investing strategies tailored to individual needs and preferences. 00:02:09 Financial calculator guides users on personal finance. 00:05:19 Decide time, research, and invest carefully. 00:06:25 Diverse investments: index funds and stocks. 00:12:23 Questrade: low fees, 90-day trial, live prices. 00:15:49 Seek advice from successful investor, analyze investments. 00:17:26 Open Questrade account, buy a stock, analyze. Write down thoughts and emotions daily. 00:20:39 Understanding Constellation Software takes real investigation, even losses. Initial success can blind you; my first pick, Microsoft, was lucky. Learning from failed investments broadens knowledge. Keep a journal to track insights. 00:23:43 Ask questions, write, share, learn, improve. Lump Sum Calculator For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by:  Get 55% off at Babbel dot com slash BEGINNERS. Spelled B-A-B-B-E-L dot com slash BEGINNERS. Sign up for a one-dollar-per-month trial period at SHOPIFY.COM/beginners. Receive a free LMNT Sample Pack with any order at drinklmnt.com/InvestingBeginners. ButcherBox is offering our listeners turkey FREE in your first box plus $20 off your first order. Sign up at butcherbox.com/beginners and use code BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
11/2/202332 minutes, 43 seconds
Episode Artwork

Mastering Your Finances: Numbers, Budgeting, and Planning for a Stress-Free Holiday Season

Welcome back to another episode of The Investing For Beginners Podcast! Today, we have a special episode focused on a topic that affects us all: budgeting. We're joined by our guests, Chris and Evan, as we dive into the importance of knowing your numbers and planning ahead for your financial well-being. In this episode, we'll discuss strategies for budgeting during the holiday season, the often-overlooked expenses that can sink your budget, and the dangers of relying on Black Friday deals. We'll also tackle the topic of making major financial decisions and the significance of automating your savings and investments. Finally, we'll introduce a valuable resource, the Financial Birds and Bees product bundle, designed to provide financial guidance for young adults. So, grab your pen and paper, and let's get started on the path to financial success! 00:01:37 Know your numbers, plan, and enjoy holidays. 00:04:33 Underestimating miscellaneous spending can derail budgets. 00:08:19 Monitor spending to avoid excessive holiday expenses. 00:10:04 Financial stress makes holidays less enjoyable. 00:12:16 Track prices, avoid Black Friday, exploit opportunities. 00:15:49 Avoid making major financial decisions too quickly. 00:20:00 Automate saving and investing for financial growth. 00:24:34 Promotion ≠ New car. Math doesn't add up. Don't be fooled. 00:27:38 Use a retirement calculator to plan savings. 00:31:10 Financial Birds and Bees: Bundle Supporting Young Adults' Finance Journey 00:34:50 Appreciate you, educate, finance, help, crucial, applaud, react. 00:35:59 Wrap up show after guests discuss importance. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Financial Birds & Bees Today's show is sponsored by: Get 55% off at Babbel dot com slash BEGINNERS. Spelled B-A-B-B-E-L dot com slash BEGINNERS. Sign up for a one-dollar-per-month trial period at SHOPIFY.COM/beginners. Receive a free LMNT Sample Pack with any order at drinklmnt.com/InvestingBeginners. ButcherBox is offering our listeners turkey FREE in your first box plus $20 off your first order. Sign up at butcherbox.com/beginners and use code BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/30/202341 minutes, 19 seconds
Episode Artwork

Bird's Eye View of the Smart Phone Industry

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, we're diving deep into the world of smartphones and exploring the investment opportunities that lie within. There's been a lot of talk about the impact of 5G technology and the role of cell phone towers, and we'll discuss how these factors are affecting the industry's financial results. We'll also explore the essentiality of cell phone towers for cell service and data processing. But it's not just the towers that are capturing our attention. We'll explore the competitive advantage that Apple has with their ability to manufacture phones and semiconductors, and how this gives them a unique edge in the market. We'll also delve into other potential investment avenues within the smartphone industry beyond the big players like Apple, Samsung, and Google. Join us as we discuss the investment potential of telecom companies like AT&T and T-Mobile, semiconductor giants like Micron and Qualcomm, and the exciting prospect of the 5G rollout. We'll share our thoughts on structuring a successful investment in the smartphone industry and the importance of diversification. So grab your headphones and get ready for an insightful and informative episode on investing in the ever-evolving world of smartphones. Let's dive in! 00:01:55 85.8% of the population uses smartphones. 00:04:19 Micron, Qualcomm, Skyworks - crucial iPhone components. 00:07:57 5G towers face negativity, impact financial results. 00:12:43 Endless VR competition disrupts Apple vs. Samsung. 00:14:27 Apple and Samsung have different pricing strategies. 00:18:16 Value Spotlight subscription: it depends on timing. 00:20:19 Semiconductors at risk of obsolescence due to competition. 00:24:47 Transition away from core competency. Limited returns. 5G potential for faster connectivity. 00:27:11 Potential for Verizon and AT&T growth in streaming. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/26/202334 minutes, 41 seconds
Episode Artwork

IFB312: Achieving Optimal Investment Balance for Different Age Categories

Welcome to episode 312 of the Investing for Beginners Podcast! Today, we have two thought-provoking questions to dive into. The first question comes from Nami, who asks about the best efficient portfolio breakdown management for different age categories. Dave and Andrew discuss the importance of considering your stage in the personal finance journey, rather than simply relying on age. They also explore how the traditional 60/40 rule (60% stocks, 40% bonds) may not be the best strategy for younger investors with a longer timeline for accumulation. However, as retirement approaches, a more conservative allocation may be beneficial to mitigate market downturns. Tune in as they break down these concepts and provide insights on structuring your investment portfolio effectively based on your personal financial goals. 00:00:30 "Align investment philosophy to personal finance journey." 00:05:01 Risk tolerance, portfolio allocation, time horizon, compounding. 00:09:12 Bonds to stocks, 60/40 strategy still effective. 00:12:37 Invest smartly for balanced growth and security. 00:13:43 $400,000 for 30 years is $13,000/year. Choose wisely for a better future. 00:18:37 Curiosity drives fascination in stock market industry. 00:21:49 Netflix's success, Reed Hastings, and stock market fun. 00:25:50 Index funds and stock picking both have advantages, but it depends on the index composition. Currently, top three SP companies are Apple, Microsoft, and Google, which is difficult to beat. But other stocks like Tesla and big oil companies have also had high influence on the S&P 500. The S&P and ETFs are becoming more concentrated. Over time, ETFs may only yield a small annual percentage increase. 00:26:49 Higher returns generate exponential wealth for portfolios. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/23/202333 minutes, 56 seconds
Episode Artwork

IFB311: Exploring Passive Income Opportunities and Our Top Financial Mistakes

In this episode of the Investing for Beginners Podcast, Dave and Andrew dive into the topic of passive income. They discuss their thoughts on what truly constitutes passive income, debunking some common misconceptions. They also explore the idea of investing as a reliable source of passive income, highlighting the potential benefits of index funds and dividend reinvestment. Additionally, they caution listeners about the realities of real estate investing and the amount of effort it can require. Finally, they offer practical tips on how to accelerate passive income, including negotiating higher salaries, seeking new job opportunities, and investing in education and skills development. Tune in to this insightful episode to gain valuable insights on generating passive income and avoiding common money mistakes. 00:02:16 Book writing isn't passive; requires promotion & effort. 00:05:40 Rent it, no problems, no responsibilities. 00:09:06 Effort needed for different monetary gains explained. 00:10:18 "Goal-focused, sustain effort; energy and motivation." 00:15:16 Credit card trouble, side job, eventual repayment. 00:17:24 High credit card interest rates cost you. 00:21:12 Learning from mistakes and understanding financial products 00:24:56 Lack of financial knowledge and guidance. Frustrating. 00:27:22 Wrap up show, subscribe, review, browse, sign up For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Financial Birds and Bees Today's show is sponsored by: ButcherBox is offering our listeners turkey FREE in your first box plus $20 off your first order. Sign up at butcherbox.com/beginners and use code BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/19/202333 minutes
Episode Artwork

IFB310: Decoding the Numbers: How to Analyze Moats and Competitive Advantages in Business

Coming up on today's episode of The Investing For Beginners Podcast, Dave and Andrew delve into the concept of moats and how they relate to investing. They discuss the importance of understanding the stock market and its history, as well as the role of emotional intelligence in making informed investment decisions. They also explore the idea of studying historical market events and how they can provide valuable insights. Stay tuned as they analyze companies like John Deere and Apple to understand their competitive advantages and moats. Get ready to gain a deeper understanding of the investing world on this episode of The Investing For Beginners Podcast. 00:02:38 Understanding stock market history and growth. 00:06:06 Understanding the value of long-term investments. 00:07:05 Perspective matters: emotions, history influence investments. 00:11:17 Trade Republic highly recommended for buying stocks. 00:16:02 Moats and metrics impact business strategies. 00:18:12 Apple's strong moat drives high phone prices. 00:21:49 Great summary of book's competitive advantages/moats. 00:26:26 Network effect and switching costs drive loyalty. 00:28:35 Researched, consulted, and wrote about John Deere. Today's show is sponsored by: ButcherBox is offering our listeners turkey FREE in your first box plus $20 off your first order. Sign up at butcherbox.com/beginners and use code BEGINNERS. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/16/202336 minutes, 4 seconds
Episode Artwork

IFB309 - Listener Q&A: How to Make the Most of Your $100 Investment

In this episode of the Investing for Beginners Podcast, Dave and Andrew tackle a listener question about investing with platforms like Robinhood and how much money is needed to generate good returns with less than $100. They discuss the importance of a long-term investing strategy and consistently investing over time, rather than expecting instant wealth. They also share insights on the risks of speculation and the importance of building investing habits. Tune in to learn more about sustainable investing and how to make the most out of your investment journey, regardless of your initial budget. 00:02:57 Begin investing in Tesla gradually, no need to buy one whole share. Start with a quarter, and steadily increase. Even small monthly investments can add up over time. 00:05:39 Buy what you use for investing success. 00:08:41 Less focus on individual players in fantasy baseball. 00:13:05 Relevance of product in business analysis important. 00:15:39 Understand investing as long-term business ownership. 00:18:10 Unpredictable market fluctuations caused by various factors. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Head to factormeals.com/investing50 and use code investing50 to get 50% off. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/12/202325 minutes, 41 seconds
Episode Artwork

Getting Started with Your 401K: Overcoming Obstacles and Finding Reliable Resources with Laura Adams

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, we have a special guest joining us, Laura Adams from the Money Girl Podcast. Laura shares her experiences and insights into navigating the world of personal finance and investing. We'll dive into the challenges individuals face when it comes to tax-advantaged accounts, the importance of seeking financial advice, and the power of automation in saving for retirement. Laura's journey, from studying science to pursuing entrepreneurship and real estate, offers a unique perspective that will resonate with our listeners. So, whether you're just starting out or looking to refine your financial strategy, this episode is packed with valuable tips and stories that will help you on your financial journey. Let's jump right in! 00:01:57 Science undergraduate, entrepreneurial, real estate, MBA, personal finance 00:06:29 Limited help, 401K advice scarce from Wells Fargo. 00:09:29 Tax advantages make investing in Roth worthwhile. 00:13:23 Self-employed? Consider retirement accounts for savings. 00:17:12 Passive approach to stocks, use advisor. 00:18:55 Different types of investors in 401k. 00:24:32 Start planning for retirement five years before. 00:28:10 Savings rates have shifted; CD accounts attractive. 00:29:03 Investing wisely is crucial for financial success. 00:34:12 Consider talking to your boss for options. Automate payroll into your IRA for savings. 00:37:15 Appreciate Laura's work in teaching money. FInd out more about Laura here: Money Girl Facebook Twitter Instagram For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show sponsored by: Head to factormeals.com/investing50 and use code investing50 to get 50% off. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/9/202343 minutes, 7 seconds
Episode Artwork

IFB308: Listener Q&A - Learning from Mistakes: Understanding Capital Allocation and Due Diligence in Investments

Welcome to another episode of The Investing For Beginners Podcast! In today's episode, Dave and Andrew dive into a plethora of investment topics and provide valuable insights for listeners. They discuss Warren Buffett's management strategies, the importance of evaluating company performance, the role of soft skills and company culture, and much more. Join them as they delve into the world of investing and share their expertise on making sound investment decisions. Stay tuned for an enlightening and informative episode of The Investing For Beginners Podcast! 00:00:31 Equal percentage position sizing for diversified portfolio. 00:04:01 Adjusting & comfortable with Warren managing money. Recommended allocation starting at 5%. Don't focus on position sizing fluctuations. 00:09:00 Staggered reaction to market events, hedging explained. 00:10:09 Consistency in pension fund payments, long-term outlook. Expensive hedging alternative. 00:15:53 Analyze ROIC numbers over different time frames and CEOs. 00:19:52 Observing how management treats others is key. 00:22:29 Questioning sudden shift in importance and metric changes. 00:25:07 Allocation, mistakes, integration, diligence - important for success. 00:31:00 Use control F to search financial statements. 00:31:41 Wrap up conversation, subscribe, review, browse, grow, sign off. Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code BEGINNERS to receive ground beef for life plus $20 off your first order.  Head to factormeals.com/investing50 and use code investing50 to get 50% off. Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. The Average Joe Newsletter For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/5/202337 minutes, 14 seconds
Episode Artwork

Building Knowledge, One Company at a Time: Tips for Studying and Analyzing Businesses with Chit Chat Money

In this episode of The Investing For Beginners Podcast, Dave and Andrew are joined by Ryan and Brett from Chit Chat Money. They dive into their journey of learning about finance and investing, the importance of valuation, the benefits of becoming a shareholder, and the value of focusing on specific industries. They also discuss their recent podcast themes, the impact of biases on investing decisions, and the shift towards finding businesses with durable growth and profitability. Tune in to gain valuable insights and tips for your investment journey. 00:00:39 Ryan's funny investment journey with inheritance money. 00:03:24 Learning finance basics, evolving strategy over time. 00:08:13 Investors can overpay for businesses; rarity matters. 00:12:38 We consider diversification in industry and factors. 00:15:41 Visa is safer, smaller position for portfolio. 00:18:45 Don't buy too many stocks when starting. 00:19:35 Get involved as a shareholder for learning. 00:24:04 Position sizing: started at 6%, flexible range. 00:25:59 Biweekly ranking helps identify biases in decisions. 00:31:34 Podcast helps avoid bias by diversifying research. 00:35:31 Do thorough research on watch-list companies. 00:38:30 Monthly themed episodes explore repurchases and fallen angels, highlighting honesty in business. 00:39:39 Focus on specific sectors, like Fintech or airlines. 00:43:36 Join us for fun, knowledge, and follow Chit Chat Money Podcast Ryan Henderson Twitter Brett Schaefer Twitter Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code BEGINNERS to receive ground beef for life plus $20 off your first order.  Head to factormeals.com/investing50 and use code investing50 to get 50% off. Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. The Average Joe Newsletter For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
10/2/202349 minutes, 2 seconds
Episode Artwork

IFB307: Buy When There Is Blood In The Street

Welcome to episode 307 of "The Investing For Beginners Podcast"! In today's episode, Andrew and Dave will be diving into the topic of buying when there is blood in the street. With recent extreme volatility in the market, we thought it would be the perfect opportunity to discuss how this can present an opportunity to buy or sell particular companies. We'll be sharing our thought process on this matter and how you can leverage it in your own investing. To kick things off, we'll take a look back at a past event, specifically the banking industry crisis, and examine what lessons can be learned from it. We'll also explore our personal reasons for not taking advantage of the situation and the role influential investors like Warren Buffett play in shaping investor sentiment. So get ready to gain valuable insights into navigating volatile markets and seizing the right investment opportunities. Let's dive in! 00:01:44 Missed opportunity due to fear and lack of analysis during market turbulence. 00:03:13 Banks recovered, missed opportunity, uncertain future. 00:06:52 Research, understand, and make choices independently. 00:10:14 Buffett's investment in banks and differing opinions. 00:13:34 Stock plunged, but still believe in investment. 00:19:39 Understanding business and industry downturns is key. Examples: Nokia's mistake with Apple, uncertain of Intel's recovery. 00:24:15 Volatility is normal. Understand your investments. 00:26:19 Read a 10K, subscribe, review, invest safely. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show sponsored by: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Skip the waitlist at masterworks.art/beginners. Sign up today at butcherbox.com/beginners and use code BEGINNERS to get $20 off your first order.​ The Average Joe Newsletter SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/28/202331 minutes, 54 seconds
Episode Artwork

Buy Side Work in M&A: The Hunt for the Perfect Acquisition and Navigating Negotiation Challenges with Bill Snow

Welcome to another episode of The Investing For Beginners Podcast! In today's episode, we dive into the fascinating world of mergers and acquisitions (M&A) and explore the intricacies of buying and selling businesses. We discuss the impact of the pandemic on the economy, the importance of timing in the market, and the role of microeconomic factors in M&A deals. Bill Snow shares valuable insights on the chemistry between buyers and sellers, the art of negotiation, as well as the complexities of valuation. Join us as we uncover the strategies, challenges, and opportunities in the world of M&A. So grab your headphones, get ready to learn, and let's dive right into the episode! 00:02:56 Business deals depend on the parties involved. 00:04:50 Buyers in middle market acquire smaller companies. 00:07:46 Low-interest rates were destructive for fixed-income retirees. 00:14:01 Negotiation is essential, not about bluffing. Stop reading business books. Play poker to learn. Understand others' strong hands. Compromise for a mutually beneficial deal. 00:19:31 Chemistry and clarity are essential in deals. 00:22:21 Buy side difficult: search, negotiate, finance. PE calls lacking good companies, owner expectations. Supply-side M&A, demand, inflation from excess capital. 00:25:53 Pandemic impact exaggerated, market timing impossible. M&A depends on company strength. 00:30:01 PE firms compete in bidding for companies. Only one will be selected. Factors like bid amount, structure, and simplicity affect selection. Investment bankers use tools like Capital IQ to create buyer's lists. Keeping contact info and criteria updated increases chances of being included. PE firms should stay engaged and ready for opportunities. 00:32:20 Buyers want perfect companies, but don't exist. PE firms track many deals for appearance. 00:36:07 Sometimes there are frustrating moments in the buisiness process. Creating a buyer's list and sending a blind teaser to approved buyers is part of the process. If the buyers are interested, they sign a confidentiality agreement and receive the full book. Initial offers are made based on the information in the book. Meetings are held with potential buyers and a letter of intent is requested. Due diligence is conducted, followed by the purchase agreement and closing of the transaction. Some buyers may not respond or provide a reason for passing on the opportunity. Serious buyers are characterized by their preparation and detailed questions in meetings. 00:41:32 Finding buyers is easy; getting a good deal is hard. 00:44:07 Deep dive into buying a company, valuation details. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show sponsored by: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Skip the waitlist at masterworks.art/beginners. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/25/202352 minutes, 1 second
Episode Artwork

Bird's Eye View of Analyzing a Company for the First Time with Topgolf

On today's episode of The Investing For Beginners Podcast, Dave and Andrew dive into the fascinating world of acquisitions in finance. They discuss the risks associated with acquisitions, using Topgolf as a prime example. The hosts explore Topgolf's increased enterprise value through debt and the potential impact this could have on cash flow and interest coverage. They compare Topgolf's acquisition strategy to that of successful companies like Google and Microsoft, highlighting the importance of generating sufficient cash flow to avoid heavy debt. The hosts also discuss the need to gather information about TaylorMade, a company they are interested in, and share valuable insights into conducting financial analysis. Stay tuned as Dave and Andrew share their expert perspectives on acquisitions, risk management, and the importance of comprehensive research in the investing world. 00:01:39 "Fun, busy hangout spot with games and drinks." 00:04:12 Stratosphere Software: 97% revenue growth, dividend cut. 00:07:42 Looking at company overview metrics, potential concerns. 00:11:10 Topgolf acquisition and debt increase, potential risks. 00:13:11 Topgolf 2019 acquisition strategy, apparel focus 00:17:38 Research TaylorMade's public/private status and industry position. 00:21:06 Understanding company risks, financials, and management incentives. 00:26:21 Time spent analyzing a company is valuable. 00:28:24 Wrap up show, subscribe, review, invest safely. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/21/202333 minutes, 58 seconds
Episode Artwork

IFB306: The Bond Market Demystified: Understanding Risk, Return, and Allocation

Welcome back to another episode of The Investing For Beginners Podcast! In today's episode, Andrew abd Dave to dive into the fascinating world of bonds. With interest rates proving to be volatile in the past year, they discuss how different types of bonds can be used strategically to offset this volatility. They cover the importance of diversifying with various bond funds, the risk and return profiles of different bonds, and the practical ways investors can invest in bonds, such as bond ETFs or through 401Ks and target date funds. They also address common misconceptions about bond prices and the contrasting nature of bonds and stocks as investment options. Whether you're a seasoned investor or just starting out, buckle up for an informative and engaging discussion on bonds, their role in a portfolio, and how to navigate the ever-changing bond market. Stay tuned! 00:01:45 Investing in bonds is like lending money. 00:04:47 Rotating portfolio from stocks to bonds before retirement. 00:09:13 Bonds offer varying risk and returns; diversification helps. 00:13:23 High-rated bonds offer safe but low returns. Tesla's rating fluctuated from junk to high-yield. Bond ratings indicate a company's financial strength. However, buying individual bonds requires substantial funds. Consider bond ETFs for smaller investments. 00:16:19 Bond ETFs have price fluctuations, confusing but normal. 00:23:50 Large bond funds like Vanguard and BlackRock have options for individuals who want exposure to bonds. One option is the core US aggregate bond ETF offered by ishares, which includes over 11,000 US dollar-denominated bonds with varying maturities. This can provide a diverse range of bond exposure without the need to constantly monitor the fund. It may be beneficial for investors closer to retirement to consider investing in bonds to offset potential market volatility. However, for younger investors with more time to recover from market hiccups, it may be less necessary. The book "Bonds for Dummies" and the website "einvestingforbeginners.com" offer further resources on understanding and investing in bonds. 00:28:48 Bonds are attractive, seek professional advice. 00:30:43 Age determines investment strategy; consult professional advisor. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/18/202337 minutes, 50 seconds
Episode Artwork

IFB305: Evaluating Investments Beyond Stock Prices: A Deep Dive into Business Performance

Welcome to episode 305 of The Investing For Beginners Podcast! In today's episode, we dive into the importance of documenting investment decisions, understanding industry cycles, and using key performance indicators to assess company performance. Dave and Andrew share insights from their own experiences with investing, including lessons learned from stocks like Intel and Target. So grab your notepad and get ready to learn valuable strategies for successful investing. Let's jump right in! 00:00:48 Focus on the business, not investment performance. 00:05:40 Target's declining sales raise concerns about future. 00:08:06 Documentation essential to monitor individual company performance. 00:12:01 Shipping industry profits highly cyclical, fluctuating dramatically. 00:16:55 Look at historical data to assess risk. 00:22:21 Not understanding business led to wrong investment decisions. 00:25:24 Taiwan Semiconductor excels, Intel falls behind. 00:28:32 Learn from experts and be curious about investments. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/14/202335 minutes, 56 seconds
Episode Artwork

India's Economic Secret Weapon: Unveiling the Power of the India Stack with Kevin Carter

Welcome back to another exciting episode of The Investing For Beginners Podcast! In today's episode, we have a very special guest joining us. We are thrilled to have Kevin Carter, the founder and CIO of EMQQ Global, sharing his insights and expertise with our listeners. Kevin is here to discuss INQQ, an India-focused ETF offered by EMQQ Global. We'll explore the potential power and impact of India's unique digital public infrastructure, known as the India stack, and how it is transforming the economic landscape. As we dive deep into India's emerging market, we'll discover why it is becoming increasingly attractive to investors. With a booming middle class, a thriving e-commerce sector, and a government supportive of technology, India has all the right ingredients for exponential growth. Join us as Kevin sheds light on the immense opportunities and challenges of investing in India, the role of emerging market internet companies, and the potential for India to catch up to China in terms of physical infrastructure. We'll also explore the investing landscape in India, the valuation metrics to consider, and the companies that are driving growth in this exciting market. So, grab your notepads and get ready to gain valuable insights from our conversation with Kevin Carter of EMQQ Global. Don't forget to check out their website and remember, always invest with a "margin of safety". Let's dive in! 00:00:44 India is the perfect emerging market. It has the largest population, better demographics, and a fast-growing economy. It also has a unique digital public infrastructure, which is its secret economic weapon. 00:04:26 India's digital and physical infrastructure summary: India's infrastructure investments have led to significant advancements in both physical and digital infrastructure. Under Prime Minister Modi's leadership, massive investments have been made in roads, airports, ports, and the power grid, resulting in substantial progress. The country's digital infrastructure, known as the India stack, includes a national identity card system, a know-your-customer layer, and the Unified Payments Interface (UPI), allowing for seamless and cost-free money transfers. India's talent pool, particularly in the technology sector, is unparalleled, making it an attractive destination for outsourcing and investment. 00:20:38 Platform integrating sellers, buyers, and logistics with high growth potential in India market. 00:24:31 Emerging markets lack developed consumption infrastructure. Instead of traditional banking, they use mobile phone-based payments. Companies like Alibaba and Mercado Libre serve as both e-commerce platforms and financial service providers. Ride-hailing apps like Gojek also offer payment services. This trend is gaining traction in India. 00:28:19 Bajaj Finance: profitable Indian smartphone-based lender. India's emerging market and technological advances. 00:31:42 Foreign stock investment in India presents challenges due to regulatory and bureaucratic reasons. Most Indian internet companies go public in India, while Chinese and Latin American companies list on US exchanges for better liquidity. Indian companies face regulatory hurdles and have not sought capital in New York. India's growth potential and digitization make it an attractive investment if one believes in the story. Comparisons to China highlight the importance of choosing the right ETF for exposure to Indian market growth. Valuations in India are currently high, and the Peg ratio is a crucial valuation metric to consider. 00:44:35 Kevin shares interesting information with investors. Invest safely. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/11/202349 minutes, 52 seconds
Episode Artwork

IFB304: Navigating the September Effect and Other Noise in Stocks

Welcome to episode 304 of the Investing for Beginners Podcast! In today's episode, Andrew and I will be discussing the September effect and other seemingly useless information that you might come across in the stock market. We'll dive into what the September effect is, whether you should sell or buy stocks during that month, and why it's important to ignore short-term noise when it comes to investing. We'll also explore the concept of the Santa Claus rally and discuss the mindset shift that investors need to make in order to focus on long-term success rather than weekly returns. So join us as we debunk these market myths and provide insights on how to compound your wealth effectively. Let's get started! 00:02:13 Don't interrupt compounding by timing investments. 00:04:11 Santa Claus rally not important, noise mostly. 00:08:21 Media sensationalizes news, creating "nothing burger" situations. 00:12:47 Politics is personal, elections noisy, avoid sensationalism. 00:16:54 Fed's impact on economy takes time to show. 00:22:21 Buffett and Ackman on opposite sides: be cautious. 00:24:10 Celebrity investors shouldn't determine your investment choices. Today's episode is sponsored by: Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order. Head to factormeals.com/investing50 and use code investing50 to get 50% off. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/7/202332 minutes, 5 seconds
Episode Artwork

IFB303: How to Spread $10,000 in the Stock Market

Welcome back to the Investing for Beginners Podcast! In today's episode, "303," we delve into four intriguing listener questions shared with us via Spotify. One of our listeners, Jason, has $10,000 to invest in the stock market and seeks advice on which stock to buy and how to spread it out. We tackle this question head-on in a discussion between Andrew and Dave, emphasizing the importance of learning to fish instead of relying on others for stock recommendations. They suggest starting with our show as a great educational resource, but also provide practical tips on how to spread out investments and mitigate risk. They advise diversifying holdings while remaining mindful of potential returns. Dave recommends investing a portion in an S&P 500 ETF or index fund to dip one's toes into the market. Additionally, he suggests choosing a couple of companies to invest in, preferably familiar ones, to gain insight into individual stock ownership. The goal is to learn and adapt while understanding the dynamic nature of the market. Both hosts stress the value of education and self-discovery in the investment journey. Join us as we explore this listener question and delve into the world of investing with a prudent mindset. Stay tuned! 00:02:01 Invest in index funds, then diversify with individual stocks to learn about the stock market and minimize risk. 00:09:02 Followed the White Rabbit, learned, then invested. 00:12:59 ADRs allow you to own stock abroad. 00:15:28 Tax implications of investing in foreign stocks. 00:20:09 Start with home bias, then branch out. 00:22:31 Big ADRs provide valuable information for investors. 00:25:19 Basic learning is essential for successful investing. Today's episode is sponsored by: Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order. Head to factormeals.com/investing50 and use code investing50 to get 50% off. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/4/202332 minutes, 28 seconds
Episode Artwork

IFB301: Capital Allocation: The Number One Job for CEOs and Its Impact on Investing Performance

Welcome to the Investing for Beginners podcast! Today we have another round of great listener questions! As always like we like to say, we love receiving these kind of questions as it challenges us to think more and refreshes the investing knowledge we know. In this round, we will be discussing an array of topics encompassing calculating financial ratios yourself, an investing book list, lump sum vs DCA and more so listen on! Timestamps of the episode: -Are financial websites reliable? or should you calculate the ratios yourself? [01:44] -Books to follow up on reading after The Intelligent Investor of Benjamin Graham. [07:30] -Lump sum vs dollar cost averaging: which one is the best especially on index funds and individual stocks. [23:48] -What is WACC/hurdle rate and why it matters in calculating your personal returns. [30:57] -Why hurdle rates are sensitive to the current prevailing interest rates. [38:28] -Operating leases and why it should be considered as debt of a business. [43:28] Note: Timestamps may differ and are approximate, depending on your podcast player. Books mentioned in the episode: Investment Gurus: A Road Map to Wealth from the World's Best Money Managers (New York Institute of Finance) by Peter Tanous Psychology of Money by Morgan Housel Market Masters: Interviews with Canada’s Top Investors ― Proven Investing Strategies You Can Apply by Robin Speziale Richer, Wiser, and Happier by William Green The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere by Vitaly N. Katsenelson The Dhando Investor by Monish Pabrai More than you know by Michael Maubossin The Little book of Valuation by Aswath Damodaran Security Analysis by Benjamin Graham Expectations Investing by Michael Maubossin For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/31/202351 minutes, 3 seconds
Episode Artwork

Talking Getting Started in Real Estate with the Real Estate Rookie Podcast

Welcome to the Investing for Beginners podcast! In today's episode, we will be having not only one guest but two! Ashley Kehr and Tony Robinson of the Real Estate Rookie podcast will be joining us to discuss everything about investing in real estate. They will share with us how one can start even with minimal capital, the inherent risks in real estate and choosing the right partner in building your real estate wealth. Listen on as we ask every beginner questions in the industry itself and how it will surely give you insights as well. Timestamps of the episode: -Why would one consider investing in the real estate industry instead of the stock market? [02:05] -How to start investing with real estate and the pieces to prepare first before heading in. [08:00] -Different reasons how real estate can serve your investment goals. [11:49] -Risks and rates of return involving investing in real estate. [13:55] -Why the type of risk you will take depends on the skill set you have. [17:48] -Ways to deal with the inherent risks in the real estate industry and how those risks can immediately set you back. [20:16] -Real estate investing can also be done at the comfort of your home regardless of where the property is located. [23:55] -Ashley and Tony shares how real estate investing gave them the freedom to do things they love essentially giving them more time to pursue their passions. [27:50] -They talk about their recent joint book project where it discusses how real estate partnerships work as the saying goes "if you want to go fast go alone, if you wanna go far go together." [30:37] -Things you can do to mitigate the risks of being in a business partnership. [32:37] -Finding the right partners in business is the most important thing you can do especially in real estate. Ashley and Tony shares insightful tips. [36:50] Note: Timestamps may differ and are approximate, depending on your podcast player. Their podcast- https://open.spotify.com/show/7GAvDfVZWXglwZPxayvqh7?si=e9327d3067744ed4 Their upcoming book in preselling- https://store.biggerpockets.com/products/real-estate-partnerships?_pos=1&_sid=1dd453d22&_ss=r Link to their Biggerpockets website- https://www.biggerpockets.com/podcasts/real-estate-rookie Today's show is sponsored by: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/28/202347 minutes
Episode Artwork

Simon Erickson of 7Investing Joins Us to Discuss Innovation and Growth Stock Opportunities

Welcome to the Investing for Beginners podcast! Today's episode, we will be joined by a special guest! Simon Erickson, host of 7investing podcast, will be joining us today to talk about his investing principles, portfolio allocation, the different industries he's interested in and much more! Listen on as we have a fun conversation on topics that not only will be insightful for beginners but also veterans out there. Let's go! Timestamps of the episode: -Simon shares his investing story and why he uses the number "7" in his company 7investing. [02:28] -Why investing is such a personal endeavor and how Simon molded his own. [05:05] -He talks about his favorite part of the semiconductor value chain and how it is more relevant today then ever. [08:00] -How to think about balancing your portfolio if it is exposed in a cyclical industry. [11:14] -The "hype" cycle is the enemy of a long term investor and how to avoid it. [13:25] -Understanding deeper into the weeds of AI and Nvidia chips. [16:34] -Switching gears into the defense industry and why it is relevant in recent times. [18:55] -Signs that a management is a good capital allocator. [20:45] -How to differentiate between a company that has done well in the past and will continue to do so over a company that shows promise at first but will ultimately flame out. [23:14] -The importance of understanding which business life cycle a company is in. [25:17] -A business that continues to protect its moat will surely thrive. [27:45]  -Simons shares the story behind the 7investing service and how it empowers retail investors. [29:42] -Why fees shouldn’t be overlooked when you can do it yourself. [31:48] -Discussing the barbell portfolio and how you should allocate each holdings in it. [32:45] -The biggest advantage of an individual retail investors against institutional firms. [36:20] -How to approach and analyze companies of different market caps. [37:00] -Simon talks about the space economy and how it will be a driving force of the world economy in the coming decades. [39:23] -The beauty of the world of investing where your curiosity is rewarded financially. [43:27] -Simon tells his best dad joke. [47: 29] Note: Timestamps may differ and are approximate, depending on your podcast player. Simon's website- https://7investing.com His podcast- https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=58b4a51ae67947ec His Youtube channel- https://www.youtube.com/channel/UCAI0YGmr9W96nZI1q3vSJHg Today's show is sponsored by Rocket Money: Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners  For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/24/202351 minutes, 22 seconds
Episode Artwork

Value Spotlight: The New Updated Sather Research eLetter

Welcome to the Investing for Beginners podcast! Today is a special episode and an announcement at the same time! Andrew will share with us the exciting changes with his stock research e-letter service and also the insightful lessons he learned after doing this for almost ten years- time surely flies. This is a pivotal moment for us in the podcast as we are excited to bring more value to our listeners moving forward so listen on to learn more! Timestamps of the episode: -Andrew talks about his new revamped Sather research e-letter service, how it evolved and why it will serve its subscribers better in a new platform. Plus, new features! [01:48] -What prompted the change and rebrand of his stock picking service. [03:53] -Andrew shares how his investing evolved after doing the e-letter service for almost ten years. [05:56] -Investing lessons and mistakes Andrew learned throughout the years. [08:09] -Dollar cost averaging strategy lessons: The good and the bad. [15:20] -The power of being open-minded and not stubborn to change is a valuable trait every investor should have. [17:35] Note: Timestamps may differ and are approximate, depending on your podcast player. Value Spotlight website- https://valuespotlight.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Rocket Money: Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/21/202325 minutes, 25 seconds
Episode Artwork

Paul From @Investmentideen Joins Us to Discuss the Power of Capital Allocation

Welcome to the Investing for Beginners podcast! Today we have a special guest! Joining us today will be Paul, a good friend we met in Twitter (or X now) where he will talk with us a diverse range of topics spanning from his experience working under Constellation software before into good capital allocation, value traps and more. Listen on as he discusses great insights into valuations especially on micro caps and also the key in finding quality businesses. This is such a great episode with so many gems that it's a pity we only have an hour (almost) of an episode! Timestamps of the episode: -Paul shares his investing journey and gives credit on having people showing you the way. [02:10] -He talks about the first stock he bought and how it started paving the way on doing great due diligence. [04:20] -The importance of finding your own style in investing even though we all stand on the principles of investing giants. [07:00] -Overpaying is the most common problem among investors and drags returns overall. [09:28] -Paul shares his approach on what to do if he is gonna start investing all over again today, the rules to follow and sifting through noise of readily available information. [12:20] -He breaks down what an earnings yield is and how it drives business return overall. [16:20] -Differentiating between cheap stocks that deserves to be cheap and the ones that has sustainable earnings but the market values it cheaply. [19:35] -What are value traps and why year over year fast revenue growth of value traps should not excite you. [21:55] -Management's quality in realizing shareholder value is important for every thesis/valuation to play out.[26:00] -Why looking acutely on the cash position of a company's balance sheet is relevant in gauging a management's skill in capital allocation. [30:50] -Paul shares his experience working under Constellation software before and why most small software companies are not run capital efficiently. [35:29] -What valuation ultimately means to Paul and how he approaches it. [38:00] -The key to finding quality businesses is by making the process simple. [42:35] Note: Timestamps may differ and are approximate, depending on your podcast player. Paul's Twitter (X) handle- https://twitter.com/Investmentideen His substack- https://investmentideas.substack.com Books and resources mentioned in the episode: Seth Klarman's book- Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Joel Greenblatt- You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits Geoff Gannon compilations download link- https://bit.ly/3QyzIpF For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/17/202349 minutes, 51 seconds
Episode Artwork

Bird’s Eye View of Learning a New Industry

Welcome to the Investing for Beginners podcast! In today's episode, we will do a bird's eye view in how to approach in studying an industry that is not in your circle of competence as investors will say. We will take you in on how we approach it ourselves step by step and discuss the nuances of each so listen on! Timestamps of the episode: -Great frameworks to use in starting to study a new industry. A way to extend your circle of competence. [01:50] -Starting with the sales trend of companies in an industry paints a financial picture to where an industry is headed. [05:20] -Identifying the key players in each industry is helpful and important in gauging if an industry is investable or not. [10:50] -How to approach studying a technical industry like the semi-conductors. [14:25] -Tracing the value chain of an industry helps you find under the radar businesses that are profitable.[18:50] -Continuous learning and keeping up to date in the industry you're invested in should not be hard and can be boiled down to few metrics. [23:38] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/14/202331 minutes, 43 seconds
Episode Artwork

IFB300: Listener Q&A – Finding Tax Documents & Our Favorite Financial Websites

Welcome to the Investing for Beginners podcast! Today's episode, we have another great round of listener questions coming from Spotify! Questions in this episode encompasses a wide range of topics-from taxes to financial growth metrics- all are covered and discussed in a simple way Dave and Andrew are known for so listen on! Timestamps of the episode: -How to file your taxes in investing. It's easier than it sounds. [01:50] -Reliable sources of financial metrics and how to use them as each one has its own use cases. [03:23] -Don't overthink it and just dive in. Start investing as early as possible. [10:00] -What to do after your first investing failure. Spoiler: It will open a whole pandoras box of questions in becoming a better investor. [14:30] -Talking about different ETF's on index funds and why its a good starting point for beginner investors.[19:00] -Metrics to consider in measuring a businesses' growth. [21:45] -How different growth rates depend on which life cycle a business is. [25:37] -Why return on equity (ROE) is a good growth metric to use in increasing shareholder returns. [28:10] -Always remember there is no one metric that fits all. Dave discusses the pitfalls of ROE. [34:44] Note: Timestamps may differ and are approximate, depending on your podcast player. Sources mentioned in the episode: Stratosphere- http://www.stratosphere.io Quick fs- https://quickfs.net Seekingalpha- https://seekingalpha.com Finviz- https://finviz.com BamSEC- https://www.bamsec.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Factor Head to factormeals.com/investing50 and use code investing50 to get 50% off. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/10/202340 minutes, 11 seconds
Episode Artwork

IFB299: Red Flags in a Company’s Financials

Welcome to the Investing for Beginners podcast! In today's episode we will be talking all about red flags of a businesses' financials and why we should look out for it. Red flags can either be really obvious or hidden deeper in the numbers and in this episode we will take a deep dive on each of them. Listen on as we discuss the questions you should ask yourself in encountering these red flags. Timestamps of the episode: -From profitable to non-profitable, a common overlooked red flag on businesses. [01:45] -Increasing debt to equity ratio, another rising red flag that has been proven to be detrimental in the future of a business [04:00] -Red flags are not necessarily deal breakers (mostly it is) but should make you ask yourself questions as to why it can be long term or not. [10:58] -Why sometimes a increasing goodwill of an asset acquired can be a red flag. [14:24] -Impairment losses are red flags and punishment for companies paying too much. It says a lot on the management's skill of doing acquisitions. [19:30] -Serial acquirers can either be great or bad as M&A's should be value accretive. Goodwill is the one to look out for on these companies. [28:30] -Decreasing return on invested capital (ROIC) and gross margins are another red flag of a business. [30:05] -A plethora of red flags is not a sign to short a company. [36:10] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Factor: Head to factormeals.com/investing50 and use code investing50 to get 50% off. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/7/202340 minutes, 13 seconds
Episode Artwork

IFB298: Causation Is Not Correlation

Welcome to the Investing for Beginners podcast! Today's episode will all be about beta, causation and correlation in the stock market! It's quite a technical topic as it is hard show numbers through the podcast but we will do our best as always to piece it together as simple as possible. Listen on as we take a deep dive into volatility, what drives a stock price and more! Timestamps of the episode: -What is Beta and how is it being used in the stock market? [01:53] -Volatility and risk are not the same and will never be. [05:55] -Using Beta as part of your hurdle rate. [13:16] -The seemingly random relationship between causation and correlation in the stock market. [15:50] -How index funds and sector ETF's affect a particular stock price. [19:56] -What really moves a stock price up and down? [21:26] -The stock market in the short term is a voting machine, and in the long term it is a weighing machine, a timeless Graham quote. [24:20] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Rocket Money: Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to RocketMoney.com/BEGINNERS. Babbel: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Shopify: Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, ALLLOWERCASE. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB298-Causation-is-not-CorrelationDownload Learn more about your ad choices. Visit megaphone.fm/adchoices
8/3/202329 minutes, 32 seconds
Episode Artwork

IFB297: Listener Q&A - Is It Ever Too Late to Start Investing?

Welcome to the Investing for Beginners podcast! In today's episode, we have a bunch of great listener questions and this time its from Spotify! A great feature to connect listeners and hosts so keep the questions coming! The episode today will revolve around a few important topics namely the timing of your investments, time horizon, portfolio allocation and more so listen on! Timestamps of the episode: -Is it too late to invest in your Roth IRA? [02:10] -Your investment time horizon dictates your portfolio mix. [05:40] -Being scared in investing vs investing the money you can't afford to lose. [08:38] -Is there even a safe way to invest? [12:51] -There is no magic number in portfolio allocation. It is whatever that makes you sleep well at night. [15:17] -It's always the consistent habit of putting money to work that compounds wealth. [20:13] -Taking profits out of your ROTH IRA's, is it sensible to do it now? [20:42] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Rocket Money: Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to RocketMoney.com/BEGINNERS. Babbel: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Shopify: Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, ALL LOWERCASE. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB297-Listener-QADownload Learn more about your ad choices. Visit megaphone.fm/adchoices
7/31/202326 minutes, 3 seconds
Episode Artwork

IFB296: Listener Q&A – Dollar Cost Averaging/Portfolio Management

Welcome to the Investing for Beginners podcast! We have another great listener episode! As always, we love hearing from you guys and ask us questions. Today's listener episode will be about dollar cost averaging, sizing your bets and everything you need to know about 401k investing! Listen on as Andrew and Dave give their insights especially on the right ways to correctly size your bets and why you should or not trim your winners. Timestamps of the episode: -How to use dollar cost averaging (DCA) in spreading your bets on the best opportunities. [02:14] -Don't give in to the itch of trying to find the next best idea as sometimes you can find it really close by. [07:55] -Where to find more info on the funds offered in your 401K and how to approach them. [09:10] -Universal rules in 401K investing and why every beginner should know about this. [11:56] -How to correctly size your bets in your investment portfolio. [15:15] -Should you let your winners run? or trim until your stomach can manage? A good problem to have.[21:10] -A pitch on Andrew and Dave's amazing newsletters. [27:05] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB296-Listener-QA-–-Dollar-Cost-Averaging-Portfolio-ManagementDownload Learn more about your ad choices. Visit megaphone.fm/adchoices
7/27/202331 minutes, 34 seconds
Episode Artwork

IFB295: Validity of Scuttlebutt + Quantitative Analysis

Welcome to the Investing for Beginners podcast! Today's episode, we will explore and think outside the box and do scuttlebutt investing! As Peter Lynch's timeless quote says, "Know what you own" scuttlebutt investing is more or less the same- you get on the ground and research the company personally. Listen on as we discuss this boots on the ground style of investing and how it can help one greatly in gaining a deeper understanding of a business plus its pitfalls also! Timestamps of the episode: -What is "scuttlebutt" investing and why qualitative analysis must be about thinking outside the box. [02:26] -Always be observant of businesses around your "orbit" [05:20] -How taking scuttlebutt investing too far can be myopic to your investing. Living in your own bubble. [10:27] -Ways to extend your scuttlebutt bubble and reduce tunnel vision. [12:50] -Nothing beats doing research of a company through its employees. [19:25] -Why Glassdoor is such an important tool doing management/culture scuttlebutt. [22:27] -Another great tool for scuttlebutting: Tegus, a professional service doing management interviews [24:05] -Insider trading can be an unintended pitfall of doing scuttlebutt investing. [25:10] Note: Timestamps may differ and are approximate, depending on your podcast player. Glassdoor website- https://www.glassdoor.com Tegus- https://www.tegus.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Babbel: Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/24/202332 minutes, 8 seconds
Episode Artwork

John Rotonti Shares a Master Class on Research and Valuation

Welcome to the Investing For Beginners Podcast! In this episode, we have a special guest, John Rotonti, who shares valuable insights on the importance of Return on Invested Capital (ROIC) in determining the intrinsic value and growth potential of a company. John explains that if the ROIC is higher than the cost of capital, it leads to growth and increases intrinsic value. If it is equal, growth is neutral, and if it is lower, growth destroys value. He also breaks down the formula for calculating the economic spread or excess return spread, which is ROIC minus the cost of capital. Throughout the episode, John emphasizes the significance of a high ROIC and a higher economic spread for companies. He highlights how revenue growth, especially organic growth, plays a crucial role in driving intrinsic value growth for companies with a high ROIC higher than the cost of capital. 00:04:49 Thorough research and analysis process for investing. 00:10:08 Watch list, market sell-off, network, investor letters. 00:16:57 Checklist for investing in businesses with tweaks. 00:23:26 Free cash flow yield is the best predictor of future returns, according to multiple studies. To calculate normalized free cash flow, consider factors like cash inflows from selling off businesses. Another method is total shareholder return (TSR), which includes dividend yield and earnings per share growth. Models like discounted cash flow (DCF) and reverse DCF can help estimate fair values. Additionally, analyzing acquisition multiples in the industry can provide insights. 00:35:26 DCF is a discounted cash flow model used to estimate future cash flows. It involves forecasting cash flows over a period of 5-10 years and then projecting them into perpetuity. The value of an asset is determined by the present value of future cash flows, which is calculated through discounting. Three key factors to consider are the size, timing, and riskiness of the cash flows. Building a DCF involves modeling revenue growth, EBIT margins, tax rates, and subtracting reinvestment to determine free cash flows. These cash flows are then discounted using a chosen discount rate. The sum of the present values of these cash flows, along with the terminal value, gives the enterprise value. By subtracting debt and adding cash, the equity value can be determined. Dividing by the number of shares gives the intrinsic value per share. Different scenarios can be explored to determine a range of fair values. 00:46:04 ROIC and free cash flow drive value. 00:51:09 Higher ROIC generates intrinsic value growth through growth. 00:59:01 New Constructs provides accurate financial metrics data. 01:02:11 PE ratios and free cash flow multiples are commonly used by people, but they are often misunderstood. However, understanding the three drivers of the multiple - earnings growth, return on invested capital, and risk - can make them useful. Examples show how different growth rates and cost of capital affect justified PE ratios. As the cost of capital increases, the justified PE ratio decreases. It's important to understand these drivers to make sense of multiples. You can find more John here on Twitter @JRogrow For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/20/20231 hour, 11 minutes, 9 seconds
Episode Artwork

IFB294: Explaining Multiple Expansion and It’s Impact on Value

Welcome to the Investing for Beginners podcast! Today's episode will be all about multiple expansion- what it means and how it will impact the business you're investing in! The "multiples" term is always being thrown around by talking heads on tv and people in the investing community and we know how it can be confusing at times especially for beginners so listen on as we discuss each facet of it. Let's go! Timestamps of the episode: -What a “multiple” term mean in the investing word. [01:54] -The importance of knowing the driver behind every multiple expansion. [04:33] -How market expectations are baked into the multiples of a business. [05:45] -Other impact drivers that can move a business’s multiple expansion. [09:02] -If there’s multiple expansion, there exists also a compression. $META being the prime recent example. [14:40] -How the price to book ratio can be a good multiple to gauge cyclical businesses. [21:14]  -The dangers of being fixated on the multiple expansion/compression game. [23:50] -Value investors are also victims of the multiples game. [28:30] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/17/202334 minutes, 30 seconds
Episode Artwork

Karen Finerman Joins Us to Discuss the Ups and Downs of Investing

Welcome to the Investing for Beginners podcast! Today's episode will be a special one as we have an awesome guest in the show! Karen Finerman, Metropolitan Capital Advisor's hedge fund manager and a panelist in CNBC's Fast money show, will be gracing us today with her investing journey, mistakes and wisdom throughout the years in different market cycles. She also has an upcoming podcast (already published at the time this episode goes live) named "How She does it which talks about having conversations with female leaders in all industries who make their own space and build their careers in unique ways. It was such a pleasure having her in our show and was a gem of insights not only in investing but life in general also so listen on! Timestamps of the episode: -Karen shares her investing journey from wanting to become a gymnast into doing risk arbitrage trading and being successful in a male dominated finance industry. [02:26] -Why always thinking about the downside matters. Karen talks about an expensive lesson she learned from investing. [05:36] -How to rationally handle your investing failures and make use of it. [07:49] -Why the current market conditions does not surprise Karen. [10:15] -How Karen's investing style changed throughout the years. [12:10] -Withstanding market swings and irrationality. How to overcome when the market narrative is against your stocks. [16:40] -Being in the age of hyper information does not help in giving you an edge as an investor. [21:44] -Key pieces of information that are more signal than noise in the markets. [24:14] -The best way of weighing investing risk vs reward in picking individual stocks. [29:18] -When to sell: the underrated hardest thing to do in investing. [34:05] -Karen shares the story behind her podcast, "How she does it" and how it empowers women in different industries. [36:50] -The most important lesson she taught her daughters. [39:15] -Karen talks about an amazing endeavor of a guest in her podcast which is awe inspiring to be honest. [41:20] Note: Timestamps may differ and are approximate, depending on your podcast player. Karen Finerman's podcast - https://open.spotify.com/show/2bDVlf5r5Rocbq0xZCK2JE?si=36c4dfc0aa4d4404 For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/13/202348 minutes, 48 seconds
Episode Artwork

IFB292: 5 Metrics Every Beginner Investor Should Know

Welcome to Investing for Beginners podcast! In today's episode, we will talk about the five financial ratios every investor, beginner or not, should know! There's a multitude of ratios out there and each has their own purpose but we believe that these five are the most important and should be in every investor's arsenal in valuing a business so listen on! Timestamps of the episode: -The most popular metric of them all: The price to earnings ratio (P/E) [02:00] -The limitations of using the p/e ratio and the justification it gets depending on each industries it belongs. [04:33] -Defining the price to free cash flow ratio (P/CF) and why it is a more superior ratio than P/E. [09:27] -How to calculate the p/e and p/cf ratios into earnings yield. [14:52] -Now into the efficiency ratios: Return on Equity (ROE) and Return on Invested Capital (ROIC) [15:45] -Why always looking in a longer timeframe helps visualize the impact of ratios in a business. [21:38] -Balance sheet ratio: Debt to equity (D/E) [24:40] -The importance of knowing the context behind the d/e numbers and how it differs across each industry average. [27:04] -What is an interest coverage ratio and what it tells you. [31:15] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Rocket Money Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to RocketMoney.com/BEGINNERS. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/10/202339 minutes, 45 seconds
Episode Artwork

IFB291: Overcoming Beginning Investor Skepticism

Welcome to the Investing for Beginners podcast! In today's episode, its all about the skepticism of a beginner investor and how to overcome it. We delve into the most common hurdles and misconceptions why people won't start investing like starting capital, lack of patience and more so listen on! Timestamps of the episode: -How underrated stocks can be as a source of passive income. [02:50] -What drives stock returns? [05:26] -Why stable dividends provide a floor in a stock's price. [08:30] -Patience is in short supply in the investing world. [10:35] -The fastest to grow your wealth is to go slow. [13:00] -Index funds is the way for the majority of people out there. [15:50] -Another underrated force of wealth creation: the power of compounding. [18:00] -Leveraging today's different tools to start your compounding journey. [22:00] -The best time to invest is now, not tomorrow but now. Just get started. [26:40] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Shopify: Shopify is the commerce platform revolutionizing millions of businesses worldwide. Whether you’re a garage entrepreneur or IPO-ready, Shopify’s the only tool you need to start, run, and grow your business WITHOUT the struggle. This is possibility powered by Shopify. Signup for a one-dollar per month trial period at Shopify.com/beginners. Go to Shopify.com/beginners to take your business to the next level today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/6/202331 minutes, 19 seconds
Episode Artwork

IFB290: Listener Q&A - How Do You Start Investing with $1,000

Welcome to Investing for Beginners podcast! Today's episode will be another round of great listener questions! As we've always said, we love receiving listener questions as it compels us to revisit important basic concepts in investing and also take deep dives into interesting topics so keep it coming guys! For this episode, we will talk about best pieces of advice for beginners in choosing their first stocks, the home country bias and a financial ratio that is often overlooked. Listen on! Timestamps of the episode: -The best piece of advice for beginners buying their first stocks. [02:20] -There's nothing wrong being an indexer. [06:55] -Why as a beginner, it's not bad having a home country bias. [08:30] -Taxes to consider when investing internationally. [16:28] -What is a payout ratio? and how high it should be. [18:00] -The risks of having a high payout ratio and how it stunts a growth of a business. [22:48] -Why Visa and Apple are great examples of a great business with a low payout ratio but brings great returns. [25:37] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/3/202332 minutes, 30 seconds
Episode Artwork

IFB289: Problems and Pitfalls of Investing with Debt

Welcome to the Investing for Beginners podcast! In today's episode we will talk about leverage and how it is being used in investing- the good and the bad, but mostly bad. Listen on as we go around the topic of debt and why in investing it is best to stay away from it even with the allure of higher returns. Timestamps of the episodes: -The Rich Dad, Poor Dad book by Robert Kiyosaki and how it teaches financial independence [02:22] -Pitfalls and upsides of using debt in investing. [05:03] -The cruel reality of using leverage and how it correlates with real estate investing. [11:15] -The illusion of running your own business. [14:55] -Using the leverage from your own home to buy investment properties. [18:50] -The liquidity problem of real estate properties. [24:55] -Why investing with a margin of safety will always be a good rule to follow. [27:44] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/29/202334 minutes, 15 seconds
Episode Artwork

IFB288: Diving Deep in Howard Mark’s Memos of 2022

Welcome to the Investing for Beginners podcast! Today's episode will be all about memos! And its from an investor we all admire and glean wisdom from. Howard Marks' memos are timeless pieces of investing advice that can range from when to sell into macro forecasting. Listen on as we talk our fave memos and discuss the insights we learned from it! Timestamps of the episode: -Who Howard Marks is and why you should listen and read his memos. [02:05] -Selling a position is much harder than buying or starting one. Andrew and Dave shares their thoughts. [03:38] -Strategies to deal with your emotions in investing. [11:10] -Examples of metrics to help gauge a business's performance. [12:23] -The different stock market cycles, its ebb and flow. [16:37] -How narratives can change fast and easily- "This time is different" [21:48] -Macro forecasting and weather forecast are one and the same. [25:50] -Closing thoughts on why to read more of Howard Mark's memos. [34:05] Note: Timestamps may differ and are approximate, depending on your podcast player. Howard Marks' memos- https://www.oaktreecapital.com/insights/memos For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/26/202338 minutes, 41 seconds
Episode Artwork

IFB287: Listener Q&A – Employer Stock Plans

Welcome to the Investing for Beginners podcast! This episode we have one great listener question! Even though this topic is more geared towards employees who have an investment program within their company the discussion towards the end of the show about diversification is a must listen! Timestamps of the episode: -What is an Employee Stock Purchase Plan (ESPP) and how it benefits you as an employee. [02:00] -How to prioritize the different investing benefits of your employer. [05:48] -Read the fine print of your employer stock plan as it can be a case to case basis. [10:00] -The best way to think about the diversification of your investments especially as an employee. [13:25] -Why diversification is mostly for everyone. Remember, you're not Charlie Munger. [18:48] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/22/202325 minutes, 3 seconds
Episode Artwork

Bird's Eye View of Proxy Statements

Welcome to the Investing for Beginners podcast! In today's episode, we will be talking about proxy statements! An underrated but an important financial disclosure that let you peek deeper into the incentives of every company management. Listen on as we take a deep dive on this often overlooked financial statement. Timestamps of the episode: -What is a proxy statement and how it relates to the management? [02:10] -An example of a management that is aligned with its shareholders: $ADYEN [07:16] -Rules of thumb in checking incentives of a company's management. [11:54] -A fair way of using incentives to align management with shareholders. [15:45] -The opposite side of the fence: How not to use incentives. [18:00] -How Andrew looks at management ownership and whatnot. [22:29] -Looking beyond the proxy statements: competition, structure and more. [29:33] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/19/202336 minutes, 56 seconds
Episode Artwork

Benjamin Tan Joins Us to Discuss Enneagrams and the Power of Psychology in Investing

Welcome to the Investing for Beginners podcast! Today's episode will be a really interesting one and also a timeless topic for every investor out there! Joining with us will be Benjamin Tan from enneagraminvesting.com where he will share great insights into different investing psychology, how it matters and more so listen on! Timestamps of the episode: -Benjamin Tan shares his roots and explains how human psychology intersects with investing in the form enneagrams. [02:03] -What is the idea behind an enneagram and how it can be used to encapsulate investor types. [05:37] -The nuances of different investor types and how it can bleed into one another. [08:43] -How knowing your investing personality will greatly help you make more informed and better decisions [11:05] -Discovering your blind spots and biases is a lifelong process and can change a lot over time. [15:08] -Taking a hard look into ourselves is easier said than done. Embracing weaknesses is not popular at all.[19:16] -The challenges in using a personality test to become a better investor. [24:56] -Understanding your own psychology is counterintuitively more important than focusing on returns. [27:05] Note: Timestamps may differ and are approximate, depending on your podcast player. Benjamin Tan's website- https://www.enneagraminvesting.com Know your investor psychology type! - https://www.enneagraminvesting.com/free-enneagram-test For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/15/202338 minutes, 24 seconds
Episode Artwork

IFB285: Reflecting on the Process of Learning How to Analyze Stocks

Welcome to the Investing for Beginners podcast! In today's episode, we will do a bit of introspection and looking back on the lessons we learned in investing for several years especially on misconceptions and how we value stocks so listen on! Timestamps of the episode: -Misconceptions Dave and Andrew realized throughout the years in investing. [02:18] -Volatility can be your friend! [05:13] -Things or "voices" beginner investors should avoid at all costs. [08:12] -Knowing the incentives of the people you listen to is really important. [11:48] -Investing in yourself, rather than focusing a lot on the best stocks, is a much underrated advice in the investing world. [13:40] -How Dave's and Andrew's thinking about "numbers" in looking for great stocks evolved throughout the years. [19:00] -Curiosity can go a long way especially in investing. Dave used it a lot to his advantage. [21:40] -Why you should always avoid FOMO like a plague. [24:43] -A misconception you have to buy all the big names to get the best returns in the stock market. [29:48] -The best takeaway of Andrew from investing for several years. [31:10] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/12/202340 minutes, 16 seconds
Episode Artwork

The Basics of ETFs with Evan from My Money Marathon

Welcome to the Investing for Beginners podcast! Today's episode we will have a special repeat guest with us, Evans from mymoneymarathon.com to discuss everything about ETFs. We will dive into the structure of what makes an ETF different from other investments, where to research and much more so listen on! Timestamps of the episode: -What are ETF's and how does it differ from an index fund? [02:27] -The things to look for when choosing the right ETF for you. [05:12] -Best places to research on different ETF's like structure and expense ratios. [08:30] -Why an ETF is a great way to have an exposure to a particular industry you like with less volatility and risk. [12:22] -Risks involving in investing on ETF's and why you should be wary on "overdiversifying" [19:10] -How to start building your own ETF portfolio for beginners. [24:29] -The ideal number of ETFs you should own. [28:18] -Tracking your performance in your ETF portfolio and how often you should monitor it. [34:33] Note: Timestamps may differ and are approximate, depending on your podcast player. Evan's website- https://mymoneymarathon.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/8/202347 minutes, 33 seconds
Episode Artwork

IFB284: When Can You Open a Brokerage/How Should I Invest a Lump Sum?

Welcome to the Investing for Beginners podcast! In today's episode we have another round of great listener questions! The topics encompasses a lot of areas, from how one under 18 can start into investing to what taxes will affect your retirement accounts. Again, we are always thrilled to answer your questions so listen on! Timestamps of the episode: -A question in Portuguese and a relevant one at it: How people under 18 can start investing? [02:20] -How does compounding really work? Is the starting size relevant? [05:49] -Using a windfall to invest or pay down debt will always be a subjective choice. [09:50] -Staying in the game as long as possible is more important [12:56] -Dollar cost averaging should be the way for most people. [17:15] -Different taxes involving lump sum inheritance money. [19:19] -How the ROTH IRA and traditional IRA are being taxed and why you should take note of it. [23:52] -Best places to research on about different individual retirement accounts and what will fit your needs. [26:18] Note: Timestamps may differ and are approximate, depending on your podcast player. Link to our previous episodes talking about starting on IRA's and more. Start here on IFB60 to 64-https://open.spotify.com/episode/2TBUfRy0dWRv4ewzZYVxl8?si=64e05b3a21c440d2 For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/5/202332 minutes, 25 seconds
Episode Artwork

IFB283: Back to the Basics of Building a Portfolio

Welcome to the Investing for Beginners podcast! In today's episode, we will do a back to the basics discussion about building a portfolio from scratch! We all know how daunting it can be starting your own portfolio especially with so much information available now in our age. Don't fret! Andrew and Dave is here to give you insightful tips as they share about how a retail investor can start based on their own experiences also so listen on! Timestamps of the episode: -The idea of building an investment portfolio from scratch. [02:00] -Don't put all your eggs in one basket! [03:25] -Different sectors of the stock market that are available for beginner investors. [05:17] -Diving in sectors you're passionate with is a good starting point. [10:45] -How to cope and not succumb in FOMO with the hottest sectors of the day. [13:25] -Position sizing is often overlooked and must be given thought when starting a portfolio. [17:45] -The importance of letting your winners run and how it is a good problem to have. [21:05] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is brought to you by: Shopify What’s incredible to me about Shopify is how, no matter how big you want to grow, Shopify is there to empower you with the confidence and control to revolutionize your business / take your business to the next level. Now, it’s your turn to get serious about selling and try Shopify today. This is possibility, powered by Shopify. Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, ALL LOWERCASE. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/1/202327 minutes, 25 seconds
Episode Artwork

IFB282: In Defense of the Top 5 Companies in the S&P 500: Things Investors May Not Know

Welcome to the Investing for Beginners podcast! Today's episode will be a discussion about the top 5 companies in the S&P 500 index specifically on things you may not know about them as a beginner investor. Listen on as Dave and Andrew give interesting facts and tidbits about each companies and how it will propel their value more going forward. Timestamps of the episode: -Apple turns a dollar into three like magic and how it can continue this magic in its business moving forward. [02:10] -Google's stickiness is more "sticky" than you think especially on children today. [08:43] -The amount of cash these tech giants have can be mind boggling and presents a dry powder for ripe opportunities. [14:40] -Microsoft is building behind the scenes platforms that most people don't appreciate much and will be a huge value drive going forward. [16:50] -Amazon web services or AWS as popularly called is a behemoth in cloud services and everybody is playing catch up still until now. [23:20] -Berkshire Hathaway's energy company's scale and size deserves more attention. [28:18] -Dave gives a good advice on beginners in looking to invest in the S&P 500. [33:10] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/29/202337 minutes, 58 seconds
Episode Artwork

IFB281: How to Hold a Company Rising Quickly/How We Look for Quality Companies

Welcome to the Investing for Beginners podcast! In today's episode, we have another round of great listener questions! As always, we love having these kind of questions directed in our way and this time it's about a problem every investor wants to have while the other one will be on characteristics to look for in a healthy business so listen on! Timestamps of the episode: -A high class problem to have: what to do when a holding of yours increases significantly. [01:45] -Trimming your flowers and watering the weeds is a balancing act that is hard to pull. [07:40] -Practical rules in identifying a healthy business. Business case study: Watsco $WSO [12:28] -The return of invested capital (ROIC as mostly known) is one of the best metric to gauge the efficiency of a business to allocate capital. [20:10] -The price you pay still matter even if it's a great business. [24:37] For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/25/202330 minutes, 8 seconds
Episode Artwork

Bird's Eye View of Bank Analysis (Citizens First Republic)

Welcome to the Investing for Beginners podcast! Today's episode we will take a bite on a complex topic such as the banking industry. The discussion stemmed from a listener question sent to us about a bank and how to analyze it so of course we are more than happy to go deeper and talk about it. Listen on as we try to simplify as much as possible the jargons surrounding the business of banks. Timestamps of the episode: -Recent rundown on the banking sector and what happened so far. [02:56] -What makes a bank different from a regular business and what are the risks. [05:46] -Key parts in understanding the financial structure of the banking business. [09:30] -Loan quality is everything for banks. Dave shares his "cheat code" in checking one. [18:15] -Why the balance sheet of banks is the most important section of 10k's compared to most businesses. [20:50] -How studying the banking can be overwhelmingly exciting and too much at the same time. [26:15] -Major red flags to look for when analyzing banks especially in the current times. [27:50] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/22/202334 minutes, 5 seconds
Episode Artwork

IFB279: New Investor Mistakes and How to Avoid Them

Welcome to the Investing for Beginners podcast! In today's episode it's all about beginner investor mistakes and why you should avoid them like a plague! Listen on as Dave and Andrew discuss timeless mistakes every starting investor makes. Remember, you don't need to pay a high "tuition" price to be humbled by the market! Timestamps of the episode: -Why day trading isn't for every one and probably not for you too. [01:54] -The allure of leverage is doubling your gains but doubling your losses also with the latter happening oftentimes [05:33] -Putting all your eggs in one basket is another sure fire way of losing your money. Remember you're not Warren Buffet. [08:55] -Why timing the market will do you more harm than good. Hindsight is always 20/20. [11:04] -Getting into the "hot" stocks of the day is a bandwagon every beginner investors should avoid. [13:34] -Panic selling shows more of your understanding of the business itself than the market. [16:15] -Buying solely because of the dividend yield is a trap. [20:05] -Watching too much financial news must be avoided like a plague. [22:40] -Following and buying the same stocks as what an online "guru" recommends. [27:23] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/18/202334 minutes, 31 seconds
Episode Artwork

IFB278: How to Deal with Macro Issues

Welcome to the Investing for Beginners podcast! In today's episode we will be discussing about the doom and gloom surrounding the market and how to deal with it as an investor. How can you filter the noise? Dave and Andrew discussed interesting points on how they cope themselves so listen on! Timestamps of the episode: -How to deal with the current economic environment impacting your investments. [01:55] -What macro really means and to what degree should you care about it. [04:13] -Why timing the market is impossible. [06:33] -The fastest way to grow wealth is to go slow- dollar cost averaging. [12:40] -Can we reliably predict if we are really in a recession? [15:02] -Understanding the businesses you're invested in helps you weather any economic storm. [18:45] -How Andrew and Dave deals with the current macro environment and how it affects their investing decisions. [24:37] -Circle of competence will help you hold on tight in right businesses. Dave takes a bite on Visa as an example. [32:00] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/15/202341 minutes, 20 seconds
Episode Artwork

Bird's Eye View of the Balance Sheet

Welcome to the Investing for Beginners podcast! Today's episode will be another bird's eye view of the last main segment of an annual report or 10k which is the balance sheet! Looked upon as the most boring section among the three but there is more than meets the eye! Listen on as we discussed how important it is and how it drives the value of a business forward. Timestamps of the episodes: -Why should you care about the balance sheet in the first place? [02:13] -Terms to note in looking at a company's balance sheet. [04:04] -Assets and liquidity go hand in hand. [06:36] -How everything balances out in the balance sheet and why it can be confusing at first. [13:20] -Two things investor should focus on the most in reading a balance sheet. [17:27] -Three ways businesses drive value using their balance sheet. [23:17] -The best balance sheet among the three businesses discussed. Spoiler alert: its a fruit. [25:25] Note: Timestamps may differ and are approximate, depending on your podcast player. Book mentioned in the show- Financial Statements: A Step-By-Step Guide to Understanding and Creating Financial Reports by Thomas Ittelson For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Learn more about your ad choices. Visit megaphone.fm/adchoices
5/11/202335 minutes, 40 seconds
Episode Artwork

IFB277: Defining Apple’s Moat By Looking at the Components

Welcome to the Investing for Beginners podcast! In today's episode, we will discuss what a "moat" means for businesses and why you should take note of it. Listen on as we breakdown to you different kinds of moats and how it protects a business from its competitors! Timestamps of the episode: -What is a "moat" and how it relates to a business like Apple. [02:15] -Identifying what makes a moat and how it protects a business from competitors. [03:45] -How the stickiness of a moat further protects a business from competition. [08:00] -The essence of network effects in a moat- the more the better it becomes! [10:13] -Why economies of scale becomes better the larger a company is. [13:05] -How proprietary technologies strengthens existing moats and drives more value to the business. [15:15] -What price you pay still matters in the end no matter how great a moat a business has. [18:41] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Learn more about your ad choices. Visit megaphone.fm/adchoices
5/8/202324 minutes, 19 seconds
Episode Artwork

Bird's Eye View of the Cash Flow Statement

Welcome to the Investing for Beginners podcast! Today's episode will be another bird's eye view of one of the most important part of 10ks: cash flow statement! We will breakdown for you each part and how it impacts the business as a whole so listen on! Disclaimer: We highly recommend you listen first to the bird's eye view of income statement to make it easier! Timestamps of the episode: -Why would you care about the cash flow statement? [01:55] -Talking about depreciation and amortization and how it relates in running a business. [03:00] -Important thing to note in a cash flow statement. [07:38] -The three main parts of the cash flow statement and how it relates to each other. [09:22] -Cash from operations: the place where money from the business branches out. [11:55] -Discussing about Capex- capital expenditures: the warm blood that keeps the business going. [24:33] -Understanding the cash flow statement is understanding the capital allocation of a business. [28:55] -Last thoughts in this important part of the financial statement. [35:00] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today Shopify What’s incredible to me about Shopify is how, no matter how big you want to grow, Shopify is there to empower you with the confidence and control to revolutionize your business / take your business to the next level. Now, it’s your turn to get serious about selling and try Shopify today. This is possibility, powered by Shopify. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Birds-Eye-View-of-the-Cash-Flow-StatementDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/4/202344 minutes, 6 seconds
Episode Artwork

IFB276: Day One As An Investor

Welcome to the Investing for Beginners podcast! Today's episode will be a day zero! Just like Jeff Bezos like to say about Amazon on being always on day 1, this episode will be the day zero for beginner investors! Listen on as we talk about how to kick start your journey into investing! Timestamps of the episode: -The easiest steps beginner investors can do to start. [02:40] -Accounts you would want to open and optimize light in the beginning. [06:08] -Index funds and ETFs are your gateway drug to investing. [09:25] -Common pitfalls of beginner investors. [12:09] -The optimizer heavy: stock picking. [19:00] -The importance of having an inner scorecard and how it will help you stay in the game. [23:28] -10ks or the financial statement: the most important resource for stock pickers. [25:28] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB276-Day-One-As-An-InvestorDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/1/202332 minutes, 31 seconds
Episode Artwork

Bird's Eye View of the Income Statement

Welcome to the Investing for Beginners podcast! In today's episode, we will take a stab on the income statement, the first part of the three you can read in an annual report or 10ks. This will be a lengthy episode but we promise you it will be a fruitful one! Now listen on as we breakdown to you each line item of the income statement. Let's go! Timestamps of the episode: -Why does the income statement matter? But first diving into what a financial statement really is [02:00] -What is an income statement and how it is structured? [05:18] -Taking a bite on revenues, what is it and what it means with Apple, Starbucks and Netflix as an example. [09:28] -Shifting to earnings as to what they are and how it differs to revenues. [16:56] -What to look for in revenues and making sense its breakdowns. [21:58] -Operating income/expenses, the pure profit of a business. [27:42] -Interest income/expenses, the boon for companies with heavy debt. [35:40] -How to process a lot of this information as a beginner investor. [39:00] Note: Timestamps may differ and are approximate, depending on your podcast player. www.surveymonkey.com/r/airwave. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: BEV-Income-StatementDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/27/202346 minutes, 29 seconds
Episode Artwork

IFB275: Listener Q&A Concerning Buildng a Portfolio and Maximizing Your 401k

Welcome to the Investing for Beginners podcast! Today's episode will be about a series of superb questions from one of our beloved listeners that we came to know! Listen on as we talk a lot about portfolio construction- how to build it up and make it suit the best to your own. Timestamps of the episode: -How to structure and build up your stock portfolio. Spoiler: There is no hard and fast rule. [02:12] -Basic principles to follow in building your portfolio. [07:25] -What's the best way to approach each weighting of a stock in a portfolio. [10:18] -Is there an optimal number of weighting size in portfolio allocation? [15:35] -Mean reversion and doing a lot more activity than one should be. [20:28] -What are closed end funds and would it be beneficial to your portfolio? [26:00] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  www.surveymonkey.com/r/airwave. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB275-Listener-QADownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/24/202336 minutes, 11 seconds
Episode Artwork

Bird's Eye View of Dividends

Welcome to the Investing for Beginners podcast! Today's episode will all about be dividends! For sure every one wants to receive cash from their hard earned money and dividends is one of those way! Listen on as we discuss about it, everything from what it really is, the perils and the metrics to use. Timestamps of the episode: -What dividends really are and why it compounds best. [02:22] -Where to find dividends' information on financial statement. [04:35] -Why do different companies pay varying amounts of dividends or none at all. [07:10] -How a life cycle of a business determines how much dividends it pays. [10:08] -Metrics and ratios to know in exploring dividends. [14:00] -How the maturity of a business affect the dividend yield. [21:00] -The power and beauty of compounding dividends. [23:35] Note: Timestamps may differ and are approximate, depending on your podcast player. Here is the link for the listener survey mentioned in the show: www.surveymonkey.com/r/airwave. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Birds-Eye-View-of-DividendsDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/20/202332 minutes, 34 seconds
Episode Artwork

IFB274: How Are Our Accounts Protected/Diversifying with ETFs/Books to Help Continue Your Investing Journey

Welcome to the Investing for Beginners podcast! In today's episode we will talk about our all time favorite of answering listener questions! We have three great questions this episode that encompasses safety of your money in brokerage firms, diversified index funds, book recommendations and more! Listen on as we get into these different topics with you as a beginner in mind as always! Timestamps of the episode: -What are the risk in brokerage firms failing? What will happen to your investments if a brokerage goes bankrupt. [01:56] -Would a little bit more of diversification hurt? [05:35] -Owning an all world index fund, what it does for you and why it can be the best. [10:10] -The defensive and enterprising investors, which one are you? [14:35] -Book recommendations to read to expand and know more about financial statements. [19:04] -Good tips and advice in pushing through learning accounting. [22:00] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Here is the link for the show survey mentioned in the episode: www.surveymonkey.com/r/airwave. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB274Download Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airw Learn more about your ad choices. Visit megaphone.fm/adchoices
4/17/202335 minutes, 24 seconds
Episode Artwork

IFB273: Banking Crisis Averted/Building a Portfolio/Performance Compared to the S&P500

Welcome to the Investing for Beginner’s podcast! Today’s episode, we will answer great listener questions which are really diverse and not related to each other. We will discuss our thoughts about the SVB crisis, how to do portfolio allocation and Andrew’s e-letter performance so listen on! Timestamps of the episode: -You don’t have to have an opinion on everything. Stay in your circle of competence. [02:33] -How to properly weigh an allocation on each stock in your portfolio. [06:33] -What is diversification and why its a key in portfolio management. [10:00] -Andrew explains the performance of his monthly e-letter picks and the rational behind it. [14:18] -The evolution of Andrew’s investing from cigar butt style to buy wonderful businesses in fair prices. [17:40] -Investing style is a lifelong process and not immune to change. [20:26] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   www.surveymonkey.com/r/airwave SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB273Download Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/13/202327 minutes, 50 seconds
Episode Artwork

IFB272: Bear Market Therapy

Welcome to the Investing for Beginner’s podcast! In today’s episode, we will turn the gloom and doom of the current “bear” market into something positive for all. Listen on as, Andrew is back with us again in the show (yay), we talk about how to deal with the current market especially on your behaviors and emotions.  Timestamps of the episode: -Bear market “therapy” and your behavior towards the market. [02:43] -How often should you check your portfolio. [04:24] -Dave’s first bought stocks and how it fared [07:50] -Short term chasing will never be good and how detaching from the market will do wonders. [10:22] -Managing your emotions thru the ups and downs of the market. [12:56] -Detaching isn’t easy but doable. [16:15] -Alternative routes in making yourself detached from the market. [19:44] -Great and encouraging words from Andrew on dealing with the current bear market. [22:57] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   www.surveymonkey.com/r/airwave SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB272-Bear-Market-TherapyDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/10/202330 minutes, 35 seconds
Episode Artwork

Brian Feroldi Joins Us to Give Us 8 Reasons the P/E Ratio Sucks

Welcome to the Investing for Beginners podcast! In today's episode, we will have Brian Feroldi joining us in a first time ever live show here in Cincinnati's economy fire conference. He will discuss the price to earnings ratio which is the most common and known metric in the investing world. Listen on as he talks why solely using the p/e ratio can be bad and when is it useful to be used on. Timestamps of the episode: -Why the price to earnings ratio alone is a bad metric. [01:45] -The different flavors of the P/E ratio with the focus on how the "E" is structured. [04:15] -How the earnings of a company can be misleading which makes the P/E ratio wrong. [07:08] -First reason why a P/E ratio can be misleading: Accrual accounting. [08:12] -Walking back to the overview and relationships of the three financial statements. [11:05] -Second reason: Equity investments will either deflate or inflate earnings [13:50] -Third reason: One time events are mirages and won't happen often. [16:55] -Fourth reason: Unsustainable trends work like boom and bust cycles. [19:58] -Cyclical demand is hard to predict and can be counter-intuitive. [21:27] -Industry dynamics will dictate how a business really earns. [24:42] -Fifth reason: Disruption, knowing this is next to impossible as we live in the most disruptive periods in human history due to fast paced tech innovations. [26:42] -Eight reason: Knowing which phase a company's business growth cycle can be a hit or miss. [29:00] -The most important thing in using the P/E ratio. [34:56] Note: Timestamps may differ and are approximate, depending on your podcast player. Link to Brian's website- https://www.brianferoldi.com Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today Today's show is brought to you by Shopify: Shopify is the commerce platform revolutionizing millions of businesses worldwide. Whether you're selling children’s books or hand made bracelets, Shopify simplifies selling online and in-person so you can focus on successfully growing your business. This is possibility powered by Shopify. Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Brian-Ferolid-Joins-Us-to-Give-Us-8-Reasons-the-PE-Ratio-SucksDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/6/202344 minutes, 2 seconds
Episode Artwork

Jordan Grumet of Earn & Invest Podcast Joins Us to Discuss the Hows and Whys of Investing

Welcome to the Investing for Beginners podcast! This episode is really insightful and special as we will be joined by Dr. Jordan Grumet of the Earn and Invest podcast. There is more to life than money and Dr. Jordan expounds it well with his insights in personal finance especially in making money as a tool and not the end goal itself. Listen on! Timestamps of the episode: -Dr. Jordan shares his story as to why he wrote an investing book for physicians like himself. [02:40] -The biggest regrets in life his patients tell him. Spoiler: Its not about money. [06:20] -How would one go into aligning their own purpose in life to their financial goals. [09:43] -He shares a powerful story of his patient who did something he never regretted in his life. [13:35] -Know what your passionate about first then walk back to your personal finance and structuring around it.[15:22] -How compounding can work not only in money. [24:05] -Why we should not make money our goal but as a tool that helps us realize our true goals. [25:33] -The great concept of slow/coast FIRE (Financial independence, retire early) [30:39] -How writing your own obituary now can make wonders to your life. [33:25] Note: Timestamps may differ and are approximate, depending on your podcast player. Link to Dr. Jordan's work and podcast- https://jordangrumet.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Jordan-Grumet-From-the-Earn-Invest-PodcastDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast networ Learn more about your ad choices. Visit megaphone.fm/adchoices
4/3/202343 minutes, 5 seconds
Episode Artwork

Andy Shuler Joins Us to Discuss HSAs and ETF Investing

Welcome to the Investing for Beginners podcast! In today's episode, we will be having Andy Schuler, our resident writer and partner in einvestingforbeginners.com blog talk with us about HSAs and other fun stuff especially on picking great ETFs and how to manage an inevitable change in investing philosophy as you go with life. Listen on! Timestamps of the episode: -What is a Health Savings account or HSA in the first place? and how it really is helpful and a must have. [02:20] -Limits and qualifications in opening a HSA account. [04:18] -Fees involved in using the HSA and how to utilize it when the time of need comes. [07:48] -The benefits of HSA among different age groups and why the younger you are the better. [09:56] -The best part of having a HSA account which is underrated. [13:15] -Why Andy's investing philosophy changed and how life undeniably had a hand. [18:05] -Boring is great! Andy shares his process of picking great ETFs. [25:50] -What to absolutely avoid in ETFs [30:35] -The difference between ETFs and index funds. [32:10] -How to manage your portfolio allocation in dealing with ETFs and index funds. [34:15] Note: Timestamps may differ and are approximate, depending on your podcast player. Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB271-Andy-Shuler-Joins-Us-to-Discuss-HSAs-and-ETF-InvestingDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/30/202342 minutes, 12 seconds
Episode Artwork

Masterclass Roundtable with Braden & Simon of The Canadian Investor Podcast

Welcome to the Investing for Beginners podcast! Today's episode, we will be joined by the hosts and good friends from the Canadian Investor podcast, Braden Dennis and Simon Belanger to talk with us in a kind of a masterclass session in each of their favorite companies. Listen on and get a crash course in knowing about the complexity of the semiconductor industry and the little known world of snowmobile recreational business. Timestamps of the episode: -Company in focus: ASML, the Dutch semiconductor lithography giant, one of the most important company that exists which no one knows about. [02:30] -Why the semiconductor industry will become less and less cyclical in the coming years and how ASML will benefit from it. [07:10] -The recent sanctions on tech against China, Taiwan-China crisis and how it will affect ASML in the long run. [11:28] -Normalizing the demand ASML is getting and how the ongoing onshoring of chip production away from Southeast Asia will affect them. [13:39] -ASML's rich valuation and geopolitical tie ups. [16:36] -Next company in focus: Texas Instruments ($TXN), an analog semiconductor company that sits in the opposite spectrum of ASML. [20:30] -The difference between analog and digital chips and why being in the analog space benefits TXN a lot. [24:21] -The robustness of TXN's moat, their relentless focus on free cash flow per share and share buybacks.[27:30] -Risks associated in TXN's business and change in management. [35:40] -Last company in focus: Bombardier Recreational products ($DOO), a surprisingly sticky manufacturer of snowmobiles, and personal watercraft. [38:15] -Inventory and high interest rate risk of DOO. [44:25] -A good reminder that you don't need to swing in every single pitch. [49:25] Note: Timestamps may differ and are approximate, depending on your podcast player. Resources and links mentioned in the show: Braden and Simon's own investing podcast- https://open.spotify.com/show/2NG24rv3Mv09EMsIc6rVfs?si=aafee6b1ae95495e The book Dave mentioned- Chip War https://www.amazon.com/Chip-War-Worlds-Critical-Technology/dp/1982172002 Braden's own investing research platform made for retail investors- https://www.stratosphere.io For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Masterclass-Roundtable-with-Braden-and-SimonDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/27/202359 minutes, 23 seconds
Episode Artwork

IFB270: The Difference Between Knowing the Name of a Thing & Knowing the Thing

Welcome to the Investing for Beginners podcast! In this episode, we will talk about a great learning technique pioneered by physicist Richard Feynman and how to apply it into investing itself. This is such an amazing tool as it forces you to go understand what you're learning in its first principles so listen on! Timestamps of the episode: -The Feynman technique and how to use it to become a better investor. [01:53] -Reading the 10k's will always be the start in understanding any business. Also, respecting the too hard pile. [06:45] -The simplest and easiest 10k's for beginners to read. [10:42] -Putting it all together and what to do after understanding the business of a company. What's next? [13:36] -Knowing the risk behind every business is the key. [17:00] -The power of repetition and Charlie Munger's mental model on invert, always invert. [19:21] Note: Timestamps may differ and are approximate, depending on your podcast player. Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB270-Knowing-the-Name-of-a-Thing-Knowing-the-ThingDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/23/202329 minutes, 13 seconds
Episode Artwork

IFB269: VTI (Value Trap Indicator) and Beyond

Welcome to the Investing for Beginners podcast! In today's episode we will discuss a great listener question extensively as it encompasses a lot of key ideas such as mental states, diversification, valuations, and more! So listen on! Timestamps of the episode: -The stock market is less like chess and more of a game of poker. [02:04] -Using VTI v6 to hunt for deep value and why diversification is key here. [08:12] -Long term approach vs deep value, which is better? Case in point: Intel. [13:31] -Why deep value investing is hard and its not all about the numbers. [19:24] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB269-VTI-and-BeyondDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/20/202328 minutes, 9 seconds
Episode Artwork

IFB268: Beyond Books: The Best Reading Resources for Investors

Welcome to the Investing for Beginners podcast! This episode will be a chock full of important names and resources on investing so be prepared! We will go through briefly on a lot of familiar investors (and obscure ones also) and their speeches and shareholder letters and tell you why they're worth your dime to read so listen on! Timestamps of the episode: -Peter Lynch and his investing style of knowing what you own. A classic. [02:27] -Warren Buffett's speeches and his letters [03:52] -Charlie Munger, the OG partner of Buffett that is a league of his own. [05:28] -Howard Marks and his value investing memos: the sane voice amidst the noise. [08:18] -Joel Greenblatt: the best value investor teacher. [11:00] -Terry Smith and his Fundsmith shareholder letters: growth investing. [13:50] -Tom Gayner of Markel, the lowkey investor following Buffett's investing style using insurance float. [15:00] -Jeff Bezos' early Amazon shareholder letters and the persistent focus on free cash flow. [16:33] -Jamie Dimon, CEO of JPMorgan Chase's shareholder letters, the second best to read after Buffett. [18:02] -Mark Leonard's shareholder letters of Constellation software: relentless attention to ROIC, free cash flow and company culture. [19:33] -Bill Ackman of Pershing Capital [21:55] -Nick Sleep and Zacharia Nomad partnership shareholder letters, the pioneer of scale economies shared. [23:15] Note: Timestamps may differ and are approximate, depending on your podcast player. Today's show is sponsored by Rent to Retirement Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing! To learn more, visit RentToRetirement.com/BEGINNERS. That's Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that's 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today Bigger Pockets Podcast Want to replace your salary and start your own side hustle to escape the rat race and start OWNING your time? Tune into the BiggerPockets Real Estate Podcast to learn how you can do it too! The BiggerPockets Real Estate Podcast shares REAL stories of everyday Americans who reached financial freedom through real estate investing. Just type in “BiggerPockets Real Estate” on your favorite podcast app! To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! Resources mentioned in the show: Most, if not all, can be found here- https://www.stratosphere.io/fund-letters/ Charlie Munger's speech transcript on the Psychology of Human Misjudgment- https://jamesclear.com/great-speeches/psychology-of-human-misjudgment-by-charlie-munger Joel Greenblatt's Columbia class notes transcript- https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf Howard Marks' memos- https://www.oaktreecapital.com/insights/memos For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB268-Beyond-Books-The-Best-Reading-Resources-for-InvestorsDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/16/202332 minutes, 23 seconds
Episode Artwork

IFB267: How to Measure Liquidity in Investments

Welcome to the Investing for Beginners podcast! Today's episode is a product borne from a large project we're doing the past days which involves metrics and numbers. The topic is about how investors, beginners especially of course, can avoid putting their money in risky investments. So listen on as we talk about the different metrics that are really helpful in determining if a business can pay its dues. Timestamps of the episode: -How could beginners avoid risky investments? Is there such a way? [02:33] -Talking about the interest coverage ratio and what this useful metric mean. [05:19] -Current ratio and why it is such an important one to measure a business' liquidity. [11:00] -Different ways companies service their debts in the short term. [19:27] -Discussing the debt-to-equity ratio and how this metric best reflect a business' long term solvency. [25:12] -A good reminder on picking businesses and capital allocation of the management. [27:29] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  To help grow the show, please consider filling out this survey to give us better insights into our listeners preferences, thank you! SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB267-How-to-Measure-Liquidity-in-InvestmentsDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/13/202336 minutes, 25 seconds
Episode Artwork

IFB266: Where Does the Money Go After Investing + Buying Companies Going Up

Welcome to the Investing for Beginners podcast! In today's episode, we have another round of great listener questions! As usual, we love receiving these types of questions as it refreshes our knowledge in the basics. We will talk about what happens to the money every time you buy a stock, average cost basis, dividend re-pricings and more! Listen on! Timestamps of the episode: -When you buy a stock, where does the money go? Dave and Andrew discuss the structure behind buying, selling and utilizing of shares. [02:13] -What does it mean when a stock price fall?[05:50] -How to cope with your price anchoring bias especially if you have cash to invest and your holdings are above your average costs. [08:10] -Why averaging up your cost basis is much harder to do than averaging down. [15:00] -Are companies lately decreasing their dividends? If so, what does it mean and why you should not be concerned. [17:04] -Why would a company decrease/increase their dividends in general? [20:03] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB266-Where-Does-the-Money-Go-After-Investing-Buying-Companies-Going-UpDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/9/202327 minutes, 18 seconds
Episode Artwork

IFB265: You Don’t Need a Background in Finance to Invest

Welcome to the Investing for Beginners podcast! Today's episode will be up close and personal! Dave here will be sharing his investing journey to show that you don't need a degree in finance in order to invest in the stock market. He shares his ways in learning investing by himself and how he managed through it all so listen on! Timestamps of the episode: -Dave shares his backstory and shows how you don't need an accounting degree to invest in the stock market. [02:13] -What would make an accounting class interesting? [05:37] -Dave talks about Liberty Media Corp and sets it as an example in making accounting classes interesting. [08:35] -Where to look for the reported financials of a company you're interested in? and how to learn as a beginner? [11:12] -The best way to reinforce your learnings. [16:02] -Dave's favorite part of his investing journey. [19:24] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB265-You-Dont-Need-a-Background-in-Finance-to-InvestDownload Contact advertising@airwavemedia.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/6/202327 minutes, 6 seconds
Episode Artwork

Brian Feroldi Discusses the Importance of Earnings + Much More

Welcome to the Investing for Beginners podcast! Today's episode we will be having a returning guest of the show for the third time! Brian Feroldi is back to discuss with us all about earnings call, how to approach position sizing, handle you own biases and more. Listen on as Brian's concise way of explaining things will surely leave you valuable insights to hold on to. Timestamps of the episode: -Brian talks about free sources to listen/access earnings call of companies you own and follow. [02:05] -Why pay attention to earnings in the first place? [06:07] -How to approach listening to earnings call if there's a lot of companies to keep tabs to. [07:18] -Brian share his thoughts on position sizing and beginning a starter position. [09:45] -Andrew talks about sunk cost fallacy and how this investing bias will cost you more than you intended to. [16:35] -Differentiating between a good and bad investing decision. [19:29] -Brian discusses Warren Buffet's investing checklist and how it will help individual investors stomach volatility. [22:58] -How to decide what type of investor are you? [30:00] -Learning accounting is a must and Brian emphasizes how crucial it is to learn the language of investing. [32:50] -Brian takes a stab on Patrick O'Shaughnessy tweet on choosing three stocks to teach investing and shares his picks. [36:25] Note: Timestamps may differ and are approximate, depending on your podcast player. Free earnings call sources mentioned in the show: Quartr- https://quartr.com, Tikr- https://www.tikr.com, Seeking alpha- https://seekingalpha.com, Stratosphere- https://www.stratosphere.io Brian Feroldi's Twitter - https://twitter.com/BrianFeroldi His youtube channel- https://www.youtube.com/@BrianFeroldiYT/featured Today's show is brought to you by Shopify: Shopify is the commerce platform revolutionizing millions of businesses worldwide. Whether you're selling children’s books or hand made bracelets, Shopify simplifies selling online and in-person so you can focus on successfully growing your business. This is possibility powered by Shopify. Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Brian-Ferolid-Discusses-the-Importance-of-EarningsDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/2/202349 minutes, 34 seconds
Episode Artwork

IFB264: Basics of Risk + REITs and DCF

Welcome to the Investing for Beginners podcast! Today's episode will be us catering to another two great listener questions! Here we will open the talk on a question about what risk and volatility really is and end the episode with us taking a stab on the nature of REITs and how to value them. Talk about diversity so listen on! Timestamps in the episode: -Unpacking the idea of risk and how it governs your investing in general. [01:51] -What is volatility? and how it relates to risk. [03:52] -Separating the stock price from its business fundamentals. Focus on the underlying business! [06:42] -How to navigate and handle risk and volatility. [12:11] -Talking about what are REITs and how to value them. [16:28] -What is AFFO/FFO and what it means to valuing REITs profitability. [20:08] -How to use a discounted cash flow (DCF) on REITs. [24:04] -Risks in doing DCF- tunnel vision and bogging down into unnecessary minute details. [28:20] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB264-Basics-of-Risk-REITS-and-DCFDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/27/202336 minutes, 52 seconds
Episode Artwork

IFB263: Buying Compounders + Insider Buying

Welcome to Investing for Beginners podcast! In today's episode we will answer two great listener questions! It will revolve around what compounding really means in a business, why insiders sell and more. As always, we love receiving listener questions so keep it coming! Timestamps of the episode: -What does a compounding business mean? [02:15] -How to search for compounding business. [03:35] -Establishing your personal hurdle rates in returns. [04:56] -Life cycle of a business. [07:40] -Buying all the "shiny" high growth businesses when you can stomach the volatility. [10:26] -Different levers a company can use to compound returns. [13:03] -Where to find information on insider selling and what to make of it. [17:16] Note: Timestamps may differ and are approximate, depending on your podcast player. Websites mentioned in the show- https://www.stratosphere.io https://finviz.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB263-Buying-Compounders-Insider-BuyingDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/23/202328 minutes, 9 seconds
Episode Artwork

IFB262: Why You Should Consider Buying "Boring' Businesses

Welcome to the Investing for Beginners podcast! Today's episode will be about why boring is good! We are always excited in investing in what the market deems "boring"- businesses that are under the radar but has proven track record and returns over many years. Listen on and know why we do so! Timestamps of the episode: -Why you should buy "boring" businesses? [01:44] -The allure of "shiny" objects in the stock market. [06:24] -How to find "boring" businesses as a beginner. [10:05] -Using filters and popular names to go about finding diamonds in the rough businesses. [13:48] -Digging deeper, how to hone in and keep your biases at bay when looking into boring businesses. [19:26] -The classic Peter Lynch advice: Invest in what you know. [23:42] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB262-Why-You-Should-Consider-Buying-Boring-BusinessesDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/20/202335 minutes, 4 seconds
Episode Artwork

IFB261: Mr Market and Margin of Safety: Our Two Favorite Mental Models

Welcome to the Investing for Beginners podcast! In today's episode, we will discuss two of our favorite mental models that every long term investors should have! These two concepts are undeniably not new and came from Graham's seminal book, the Intelligent Investor but these mental models are timeless and will always be apt no matter what economic cycle we are. As long as human emotions and behaviors are in play in the stock market, these concepts will stay so listen on! Timestamps in the episode: -Back to basics: What's the stock market really is. [02:30] -The Mr. Market mental concept: the stock market personified. [04:40] -How to handle the ups and downs of Mr. Market. [09:28] -The true edge of individual investors. [13:15] -Margin of safety: paying less for what's its worth! [14:14] -Patience and thinking more of the downside than the upside in investing. [20:04] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Listener survey SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB262-Mr-Market-and-Margin-of-SafetyDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/16/202328 minutes, 55 seconds
Episode Artwork

IFB260: Which Companies Would You Use to Teach a Finance Class?

Welcome to the Investing for Beginners podcast! Today's episode will be an investing class! Here we will take a stab on Patrick O'Shaughnessy's question posted in Twitter. (Link to the tweet- https://bit.ly/3HDqty4) The question goes like this: You get to teach an investing class by using three long term single case use stocks from any era. Berkshire's not allowed. Listen on as we discuss each of our picks that are sure good primer into what a great business is and vice versa! Timestamps in the episode: -Andrew's first case study: Coca-cola ($KO), a centennial multi-bagger brand. [02:14] -The most obvious names can oftentimes make the most wealth in the stock market. [05:44] -Dave's first case study: Visa ($V), the payment toll road king. [06:33] -How Visa's business model changed into a scale not everyone expected it to be. [07:45] -Andrew's second case study: Circuit city, the fallen electronics retailer. [10:44] -Why a business that prioritizes growth at all cost can fall the hardest. [11:53] -Dave's second case study: General Electric ($GE), a mature business on its last legs. [14:44] -A perfect example of a company going through each stage of its business life cycle. [15:02] -Why not all growth are not created equal. [18:00] -Differentiating good acquisitions from bad ones. [20:18] -Andrew's third case study: Tesla ($TSLA), the picture perfect growth machine. [21:57] -A business on its early innings in real time. [25:05] -Dave's third case study: Amazon ($AMZN), the e-commerce retail behemoth. [26:41] -The management's relentless focus on free cash flow. [27:48] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: IFB260-Which-Companies-Would-You-Use-to-Teach-a-Finance-Class.docxDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/13/202336 minutes, 19 seconds
Episode Artwork

Bird's Eye View of Texas Instruments, Focusing on Capital Allocation

Welcome to the Investing for Beginners podcast! In today's episode, we will be doing a bird's eye view on a semiconductor company, Texas Instruments. We will dabble not much on the nature of its semiconductor business but focus on how the company manages really well their business especially on the capital allocation front. This is another "boring" business that has done great for a long time so listen on! Timestamps of the episode: -A brief intro on what Texas instruments ($TXN) do. [01:00] -What capital allocation really means. [01:45] -Free cash flow is the mantra and king for TXN. [04:17] -Why free cash flow matter in the first place? [10:07] -What sets TXN's capital allocation apart from their peers. [15:20] -The three metrics TXN's excelled for the longest time. [20:44] -Downsides of doing buybacks and how TXN does it right. [26:45] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Birds-Eye-View-of-TXNDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/9/202339 minutes, 29 seconds
Episode Artwork

IFB259: All About Taxes and Different Vehicles You Can Use to Help Reduce Your Taxes

Welcome to the Investing for Beginners podcast! Today's episode will be about us talking on everybody's favorite subject- taxes! Sarcasm intended. As we near the tax filing season, we find it timely to talk about how taxes impact investing and ultimately your path to financial freedom. Listen on as we break down this important topic everybody's raving, or ranting about. Timestamps of the episode: -Why the topic of taxes is relevant in investing. [02:34] -What are capital gains really? [04:21] -Different vehicles that reduce taxes in investing. [05:33] -The difference between traditional IRA and 401k accounts. [07:28] -How dividends are taxed between the two retirement accounts. [11:19] -What is a HSA? and why you would want to have one. [13:27] -Breaking down tax deductions. [17:00] -Talking about tax harvesting and why you should not make portfolio decisions based on this. [18:41] -The best way to avoid taxes and how Buffett used this to compound his wealth. [22:23] -How do you file your taxes? The two approaches you can take. [24:21] -How the software Turbotax helps Dave in his taxes. [25:22] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/6/202333 minutes, 17 seconds
Episode Artwork

IFB258: Discussion Around the Yield Curve and Potential Recessions

Welcome to the Investing for Beginners podcast! Today's episode is about the most anticipated recession and its relationship with the yield curve everybody is talking about in the financial space nowadays. We will shed light as to why people are fixated in the invertedness of the yield curve and the talk on "if the recession is here, why isn't it felt?" Listen on! Timestamps of the episode: -The polar opposite opinions on the existence of recession now. [01:25] -What is the yield curve and its relevance to a recession. [03:10] -Why the inverted yield curve poses an economic problem. [05:45] -Understanding the effect of recession in the economy. [08:15] -The lag between what the data shows and the market reaction. [11:40] -Investing in a recessionary environment and market timing. [14:00] -Focusing on what you can control. [17:43] Note: Timestamps may differ and are approximate, depending on your podcast player. The mentioned Richard Lehman seeking alpha article: https://seekingalpha.com/article/4564827-spy-understanding-s-and-p-500-performance-in-recessions For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by Shopify: What’s incredible to me about Shopify is how, no matter how big you want to grow, Shopify is there to empower you with the confidence and control to revolutionize your business / take your business to the next level. Now, it’s your turn to get serious about selling and try Shopify today. This is possibility, powered by Shopify. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/2/202325 minutes, 26 seconds
Episode Artwork

Michelle Marki and Signe Lonholdt of Investing Mastermind Podcast Join Us to Talk Value Investing

Welcome to the Investing for Beginners podcast! In today's episode, we have not only one but two great guests! Michelle Marki and Signe Lonholdt of Investing Mastermind podcast joins us in talking about value investing, networking and their annual Berkshire meeting experience. They also share about their goal in bringing more women in a male dominated investing industry and how it will have a better overall impact in the industry as a whole. Listen on! More minds, the merrier! Timestamps of the episode: -How the Investing Mastermind podcast started. [01:03] -Signe shares how she and Michelle were brought up into investing. [02:20] -The annual Berkshire Hathaway meeting experience- the Woodstock for capitalist. [04:28] -They talk about how women can fit well in a male dominated industry such as investing. [09:31] -Reasons why there is a scarcity of women in the investing industry. [14:50] -Michelle and Signe's value investing style. [18:18] -Why now is the best time to invest. [22:15] -How having an investing partner or essentially being with like minded individuals really help. [26:00] -Unsafe investing spaces and how the Buffet-Charlie investing style of kindness is needed in those spaces. [31:15] -How to find and network with like minded people. [35:23] -Where to reach and learn more about Michelle and Signe's work. [38:33] Note: Timestamps may differ and are approximate, depending on your podcast player. Michelle and Signe's Investing Mastermind podcast- https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP?si=c6c4240520ad4558 their email- investingmastermindpodcast@gmail.com Michelle Marki's investing youtube channel- https://www.youtube.com/@MichelleMarki/featured Signe Lonholdt's blog- https://www.aahus.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/30/202347 minutes, 9 seconds
Episode Artwork

IFB257: How to Know When to Take a Loss + Buying Great Companies for a Fair Price

Welcome to the Investing for Beginners podcast! In today's episode, we will be answering two really good listener questions! We always love having our listeners send us questions as this not only challenges our thinking but also refreshes us on why we're investing in the first place and this episode is like that! Listen on as we tackle all around important questions on when to sell, what to do on big drawdowns and how to manage your own margin of safety. Timestamps of the episode: -When to sell or double down on a beaten down stock. [02:13] -How to handle drawdowns: an introspective look on Berkshire's past and Paypal at the present. [05:58] -People should embrace the randomness of the market more by taking a longer term view. [07:40] -A stock's price and it's fundamentals don't always correlate. [09:40] -Buying a wonderful business at a fair price. [14:12] -Building a margin of safety over time. [17:30] -The mindset of limited arrows in a lifetime you can shoot on your bets. [20:28] Note: Timestamps may differ and are approximate, depending on your podcast player. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/26/202330 minutes, 20 seconds
Episode Artwork

Chris Grainger Joins Us to Discuss Budgeting, Credit, and Investing

Welcome to the Investing for Beginners podcast! Today's episode is a timely one for the new year as we have Chris Grainger from the Lion Within talk with us about personal finance especially tackling the word "budget" which has become a taboo and being taken for granted by most. He also talks about how to become a good steward of your money by following the different pillars he developed himself. This was a fun conversation, punctuated with laughs and jokes, as Andrew and Chris are friends in real life so listen on! Key takeaways of the episode: -Chris Grainger shares his personal finance journey and the importance of emergency fund. -The four pillars of stewardship of money: Giving, saving, spending, and investing. -Savings should be an expense line item not otherwise. -Doing monthly budget meetings and why it is a must. -Tips on budgeting and managing sudden knee jerk big purchases. -Why managing your budget should be a fun exercise and not a rigid one to fall for. -How the EveryDollar app can help you get started with budgeting. -The appeal of investing that gets Chris excited the most. Chris Grainger's website- https://thelionwithin.us For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/23/202342 minutes, 48 seconds
Episode Artwork

Evan of My Money Marathon Joins Us to Discuss Personal Finance + Investing

Welcome to the Investing for Beginners podcast! Today’s episode is a must for begginer investors! We’re having Evan from mymoneymarathon.com talk with us his investing journey and also gives good personal finance advice for people who are in their early 20’s like him. Evan runs the mymoneymarathon.com blog, a passion project of his with the goal of helping beginners into the world of investing. Our podcast shares his enthusiasm in spreading financial literacy and achieving financial independence so our conversation was such a treat! Listen on! Timestamps of the episode: -Evan introduces himself and shares his personal finance journey. [00:20] -People are willing to share about investing/personal finance more than what you would think otherwise. [02:31] -How Evan manages to avoid the usual early financial mistakes people at his age make. [03:51] -Evan’s cool approach to budgeting. [06:23] -Why he thinks investing is a must have for everyone. [09:06] -Evan talks about saving vs investing and what made him hooked in the stock market. [10:54] -The misconception that the stock market is inaccessible and is reserved only for the few. [14:10] -How management fees can eat up your returns in the long term. [16:47] -Setting up automation in investing is easier than it sounds. [18:22] -Evan shares how beginners can start investing in the stock market. [19:45] -How to manage your emotions when your investment portfolio is down. [23:25] -The idea and goal behind Evan’s mymoneymarathon.com blog. [27:23] -The most important thing he has ever done in investing. [31:15] -Evan goes through some of his relevant blog post for beginners and gives out terrific advice as well. [31:55] Evan’s blog- https://mymoneymarathon.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/19/202343 minutes, 30 seconds
Episode Artwork

IFB256: How to Work with Probabilities in Investing

Welcome to the Investing for Beginners podcast! In today’s episode, it’s all about probabilities! Of course, it relates to how you can incorporate it into your investing framework. We discuss Warren Buffet’s past bets and how he used probabilities to his advantage and also the nitty gritty problem on how to arrive on those probability numbers which what makes an alpha for investors.  Timestamps of the episode: -What are probabilities and how it relates to investing in the stock market. [00:30] - Talking about Robert Hagstrom’s book, The Warren Buffett portfolio and how Warren Buffett used probabilities to his advantage. [01:48] -Using probabilities in your investing approach. [04:05] -Diving further, assigning probabilities into your stock buying decisions. [05:42] -Buffett’s early 90’s Wells Fargo bet and his probabilistic way of thinking in investing in other businesses. [08:43] -How Andrew applies probabilities in his own investing decision making. [13:22] -The Bayesian way of assigning probabilities. [16:00] -Real world application: Auto industry [18:40] How to position a portfolio as a beginner during the Sea Change For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/16/202335 minutes, 4 seconds
Episode Artwork

IFB255: Howards Marks and the Ongoing Sea Change

Welcome to the Investing for Beginners podcast. In today's show, we discuss Howard Marks latest memo regarding the coming Sea Change in markets: ·      Howard Marks – Sea Change ·      How do interest rates impact investments? ·      Thinking about we account for the newer ways companies make money and how to value those changes ·      How to position a portfolio as a beginner during the Sea Change For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/12/202324 minutes, 38 seconds
Episode Artwork

IFB254: P/E and Growth Plus Using a Reverse DCF

Welcome to the Investing for Beginners podcast. In today's show, we discuss P/E and growth along with how to use a reverse DCF ·      What is the Price to Earnings Ratio? ·      How to think about growth ·      The importance of growth in investing ·      How to use a reverse DCF For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/9/202334 minutes, 47 seconds
Episode Artwork

IFB253: Four Investing Biases and How to Overcome

Welcome to the Investing for Beginners podcast. In today's show, we cover four investment biases we all struggle with and how to overcome them: Halo effect bias Recency Bias Hindsight Bias Endowment Bias For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Today's show is sponsored by Shopify:  Shopify is the commerce platform revolutionizing millions of businesses worldwide. Whether you're selling children’s books or hand made bracelets, Shopify simplifies selling online and in-person so you can focus on successfully growing your business. Shopify covers every sales channel—from an in-person POS system to an all-in-one eCommerce platform — it even lets you sell across social media marketplaces like TikTok, Facebook and Instagram. Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, ALL LOWERCASE. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today. You can find the transcript of today's show below: IFB253-Four-Investing-BiasesDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/5/202335 minutes, 4 seconds
Episode Artwork

Christine Short of Wall Street Horizon Joins Us to Discuss All Things Earnings Calls

Welcome to the Investing for Beginners podcast. In today's show, we talk with Christine Short of Wall Street Horizon: Christine fills us in on her extensive background Dive into buy-side and sell-side analysts An overview of earnings and what they mean What's important from the earnings reports We need to understand companies will highlight all the positives What should we look for in earnings reports Diving into the importance of same store sales Other things to look beyond numbers for in earnings calls How earnings can impact company stock results How companies or sectors tend to beat earnings What kind of resources can we use to find earnings Check out the LERI Index For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein You can find the transcript of today's show below: Christine-Short-and-Earnings-CallsDownload Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/2/202355 minutes, 3 seconds
Episode Artwork

IFB252: Retirement Calculator, P/B and P/S Ratios, and Reinvesting AT&T Dividends

Welcome to the Investing for Beginners podcast. In today's show, we answer two great listener questions, and share some feedback: ·      What is a safe retirement goal and how much money can you take out during retirement ·      A question focusing on oil stocks and what kind of metrics you can use to start analysis. ·      What are P/B and P/S ratios? ·      What are our thoughts on AT&T and reinvesting their dividends into other companies.   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    Links mentioned in the show:   Finance subreddit The Fire or Financial Independence   Coast Fire Calculator   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/29/202237 minutes, 40 seconds
Episode Artwork

Bird’s Eye View of Warren Buffett’s Purchase of See’s Candies and What We Can Learn

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye View of Warren Buffett’s purchase of See’s Candies and what we can learn from that investment: ·      Explain See’s Candies and its cult-like following during the Holiday season ·      Why are we discussing See’s Candies? ·      Buffett uses See’s Candies as a great example of returns on capital, great management, and a moat ·      Buffett likes to use See’s Candies as an example of pricing power ·      Inflation hedges and how to find them ·      How he buys in big and stays with a company for a long time ·      Andrew big takeaway, the idea of the cash cow, and finding businesses who think like See’s   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.   Learn more about your ad choices. Visit megaphone.fm/adchoices
12/26/202233 minutes, 58 seconds
Episode Artwork

IFB251: How to Get the Most Out of My Companies Dividends + Investigating Brokerages

Welcome to the Investing for Beginners podcast. In today's show, we answer three listener questions: ·      What should I do to get the most out of my company’s dividend payments? ·      The perks and benefits of HSA and how you can use one ·      How do we research investing platforms? ·      The differences between FDIC insurance and SIPC insurance ·      What are our thoughts on investing in innovative industries or stocks not making a profit? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  Today's show is sponsored by: Masterclass Today’s show is sponsored by Masterclass, one of my favorite new mediums to learn from. They have over 150 plus of the most brilliant minds sharing their insights and wisdom. My favorite thing about Masterclass, you can learn how to become a better writer from world-class writers such as Malcolm Gladwell. In his class, he teaches you important topics like researching new ideas, how to go into depth in interviews. For example, he shares this tip about not preparing “too” much for an interview because it could stifle the creative process, BRILLIANT.  I highly recommend you check it out. This holiday, give one annual membership and get one free! Go to MASTERCLASS dot com slash ifb today. That’s MASTERCLASS dot com slash ifb. Terms apply. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/22/202235 minutes, 33 seconds
Episode Artwork

Alex Gregory of Better Way Teaches Us About Private Equity

Welcome to the Investing for Beginners podcast. In today's show, we talk with Alex Gregory of BetterWay LLC about private equity: ·      Alex’s background and how he got started in private equity ·      The difference between stocks and private equity ·      What is the overall private equity market, how large is the opportunity ·      How likely is it that retail investors can invest in private equity ·      The main reason people invest in private equity ·      How do you invest in private equity? ·      What are characteristics of good fund managers in private equity?   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein    Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/19/202243 minutes, 35 seconds
Episode Artwork

IFB250: The Wealth Snowball Recipe

Welcome to the Investing for Beginners podcast. In today's show, we are going to work through how to create your own Wealth Snowball: ·      Recipe Part #1: You can’t worry ·      Recipe Part #2: Gather your tools ·      Recipe Part #3: Pack the snow, or get your finances in order ·      Recipe Part #4: Push and Push, Grind Through It For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/15/202232 minutes, 39 seconds
Episode Artwork

IFB249: Should We Use DCA for Individual Stocks or ETFs?

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: ·      Following up with a listener on finding a brokerage that can help you buy partial shares ·      Should you use DCA (dollar-cost average) for individual companies or ETFs only? ·      What is valuation and what sites are a good resource to help investors? ·      Can you give me reasons to own ELE shares versus Google? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    Today's show is sponsored by Planet Money: Tune in to Planet Money every week for entertaining stories and insights about how money shapes our world. Stories that can’t be found anywhere else. Listen now to Planet Money from NPR -- wherever you get your podcasts. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/12/202234 minutes, 57 seconds
Episode Artwork

Bird's Eye View of Bear/Bull Case for Visa

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye look at the Bear/Bull Cash for Visa: ·      Bull case #1: network effects ·      Bear case #1: regulatory impacts ·      Bull case #2: how Visa makes money ·      Bear case #2: The rise of crypto ·      Bull case #3: The use of cash continues to dwindle ·      Bear case #3: The increase in too much digital and competition rising ·      How to ensure you understand the bear and bull case for each investment For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com        SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/8/202242 minutes, 3 seconds
Episode Artwork

Bird's Eye View of Google's 10-K: How to Read

Welcome to the Investing for Beginners podcast. In today's show, we take a Bird’s Eye look at Google’s 10-k: ·      We discuss how we read the 10-k ·      We discuss how to understand the business ·      How to segment the 10-k into parts you can read ·      The importance of the CTRL-F function and all it can help you read the 10-k ·      The little clues you can pick up from while you read through each section ·      The importance of understanding the risk section ·      The meat and potatoes of the MD&A section ·      Andrew skips the 3 financials section to continue learning the business ·      Reading through the notes of Google For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/5/202244 minutes, 58 seconds
Episode Artwork

IFB247: IFB247: Analyzing Apple & Tesla Through Back to the Basics

Welcome to the Investing for Beginners podcast. In today's show, we analyze Apple & Tesla through the lens of Back to the Basics ·      What does it mean when you own shares in Apple & Tesla? ·      How to look at the income statement for both companies ·      How to look at the balance sheet, what we owe vs what we own ·      Describing the cash flow statement as the checking account of each business ·      What is one big metric can we use to measure cash flows? ·      How can we look at capital allocation vis a vis buybacks and dilution ·      Why should we buy Tesla or Apple? ·      The price you pay matters and how does that impact investing in Apple & Tesla ·      The impact of dividends For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/1/202237 minutes, 35 seconds
Episode Artwork

Rich Howe Joins Us to Educate Us Concerning Spinoff Investing

Welcome to the Investing for Beginners podcast. In today's show, we talk with Rich Howe of Stock Spinoff Investing: ·      How would Rich explain what a spinoff is, and how they work? ·      Are there certain cycles or market cycles better for spinoffs? ·      How do companies announce spinoffs? ·      How would I benefit from a company spinning off a part of the business? ·      Should investors stay with the parent company, or follow the spinoff? ·      Do spinoffs have to go through the same process as a company IPOing. ·      Red flags concerning spinoffs and what to avoid. ·      Should you buy before or after the spinoff? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com    To learn more about Rich check out these links: Stock Spinoff Investing Twitter   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/28/202244 minutes, 55 seconds
Episode Artwork

Grace Nicolette Talks to Us About the Importance of Philanthropy

Welcome to the Investing for Beginners podcast. In today's show, we talk with Grace Nicolette of Center of Effective Philanthropy about the importance of giving: ·      Grace is the Vice President of Programming and External Relations at CEP ·      Grace co-hosts a podcast about giving The Giving Done Right Podcast ·      How can giving back benefit the donors? ·      How giving is different from investing, they are separate skill sets ·      What is the first step to becoming a good donor? ·      What pitfalls can donors fall into and how can we avoid them? ·      Can getting a big donation hurt giving over the long-term? ·      Grace talks to us about impacting investing and her interview with Jeremy Lin For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/24/202235 minutes, 29 seconds
Episode Artwork

IFB246: How to Use Relative Valuation + Investing in New Companies or Current Portfolio

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      How would invest if you have a company match that equals 10% in your 401k? ·      Should I look for new names with extra funds, or reinvest in current holdings? ·      Is using insider services essential to investing? ·      What is Relative Valuation and how should we look at it regarding adjustments, and SBC (stock-based compensation)? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Today's show is sponsored by Planet Money Podcast. With the Great Resignation, inflation on the rise, and a future recession on everyone’s minds—money is everywhere, in everything, fueling our lives. If you’re a fan of Investing for Beginners and are curious to learn something new and exciting about money every week, I recommend you listen to the Planet Money podcast from NPR. Planet Money is a different kind of world where the complex economy actually makes sense; where human stories supersede abstract theories; and where listeners can learn, laugh, and be entertained. It’s econ, down to earth. Listen now to Planet Money from NPR - wherever you get your podcasts. Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/21/202237 minutes, 49 seconds
Episode Artwork

Kevin Carter of EMQQ Joins Us to Discuss Investing in China, India, and Latin America Part 2

Welcome to the Investing for Beginners podcast. In today's show, we continue our conversation with Kevin Carter about investing in China, India, and Latin America (LATAM).   ·       How does EMQQ solve part of the issue of investing in China ·       Kevin discusses the three major trends sweeping the world ·       We discuss investing in foreign companies using ADRs   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Today's show is sponsored by: Masterclass Today’s show is sponsored by Masterclass, one of my favorite new mediums to learn from. They have over 150 plus of the most brilliant minds sharing their insights and wisdom. My favorite thing about Masterclass, you can learn how to become a better writer from world-class writers such as Malcolm Gladwell. In his class, he teaches you important topics like researching new ideas, how to go into depth in interviews. For example, he shares this tip about not preparing “too” much for an interview because it could stifle the creative process, BRILLIANT.  I highly recommend you check it out. This holiday, give one annual membership and get one free! Go to MASTERCLASS dot com slash ifb today. That’s MASTERCLASS dot com slash ifb. Terms apply.   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.   Now, here’s part two of our conversation with Kevin Carter of EMQQ, picking up in the middle of the interview. To hear part 1, please download last weeks episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/17/202228 minutes, 33 seconds
Episode Artwork

Kevin Carter of EMQQ Joins Us to Discuss Investing in China, India, and Latin America Part 1

Welcome to the Investing for Beginners podcast. In today's show, we talk with Kevin Carter about investing in China, India, and Latin America (LATAM). ·      We discuss Kevin’s background, including meeting and working Burton Malkiel, the author of A Random Walk Down Wall Street ·      Dispelling myths about investing in China ·      Is the political risk of the government taking over companies overblown, and are we overthinking these ideas? ·      Are there risks of companies being completely state owned? ·      How to think about the historical leaders imperative to take care of the Chinese people and investing in the country ·      What are our resources to investigate companies in emerging markets? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/14/202240 minutes, 25 seconds
Episode Artwork

IFB245: Should You Max Out Your 401k + Resources to Learn More About Dividends

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      Would it better to max out your 401k before investing in a brokerage account? ·      How to best use a 529 plan ·      Are there any books to help you get started in dividend investing? ·      Is there an easy way to track dividends? ·      When should I am to withdraw dividend income instead of reinvesting? ·      What is your assessment of Berkshire Hathaway as an investment? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com      SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/10/202237 minutes, 3 seconds
Episode Artwork

Louisa Nicola Joins Us to Discuss Improving Your Health to Make Better Decisions

Welcome to the Investing for Beginners podcast. In today's show, we chat with Louisa Nicola, neurophysiologist and brain coach: ·      We talk about Louisa’s background ·      We spend some time talking about sleep and its importance related to making decisions ·      How you can improve your sleep ·      The benefits of exercise, particularly strength training ·      How habits affect our brain, and why our brain likes habits so much ·      How habits can help us make better decisions ·      How can stress impact our decisions, and what can we do to reduce stress? ·      How can the food we eat impact our decision making? ·      How can we use these 3 pillars of health to help improve our investing and decision making? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     If you want to learn more about Louisa:  Neuro Athletics  Newletter LinkedIn  Neuro Experience with Louisa Nicola Podcast   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/7/202247 minutes, 32 seconds
Episode Artwork

IFB244: How to Deal with a Few Companies Taking a Sizable Portion of Your Portfolio, Plus Index Funds & Trust Funds

Welcome to the Investing for Beginners podcast. In today's show, we answer four great listener questions: ·      What’s a great index fund to start DCA (dollar cost averaging) into? ·      How to approach the family broker as the manage the trust fund, and how to work with your family on different money issues ·      How to approach positions in the portfolio that grow beyond your comfort level, and should you learn more about others in your portfolio? ·      Should I adjust for stock-based compensation in my valuation models? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     Little Package of Valuation    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/3/202237 minutes, 19 seconds
Episode Artwork

Bird's Eye View of HP Inc

Welcome to the Investing for Beginners podcast. In today's show, we take a look at bird’s eye view of HPQ or HP Inc : ·      Why would Warren Buffett buy this company? ·      First step look at the top line growth or revenue growth ·      Brief historical look at the company. ·      What we are seeing from the Income Statement ·      Andrew dissects their demand and growth ·      We take a look at the balance sheet using the current ratio ·      Andrew discusses brand and its importance to the company ·      We take a look at the ROIC (return on invested capital)   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Today’s show is sponsored by BetterHelp: BetterHelp is the world's largest therapy service, facilitating over 5,000,000 video sessions, voice calls, chats, and messages every month. BetterHelp set out on a mission to ensure everyone has easy, affordable, and private access to high-quality therapy. As someone who struggled with mental health earlier in life, therapy helped me better handle my struggles. If you consider giving therapy a try, BetterHelp is a great option; it's convenient, accessible, affordable, and entirely online. When you want to be a better problem solver, therapy can get you there. Visit BetterHelp dot com slash INVESTING today to get 10% off your first month.   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/31/202233 minutes, 1 second
Episode Artwork

IFB243: What You Can Buy on the Dip

Welcome to the Investing for Beginners podcast. In today's show, we chat about what you can buy during the dip: ·      Andrew & Dave’s first type of company – GARP (growth at a reasonable price) ·      Andrew’s next category – Cyclicals ·      Andrew’s Third Category – Value with a Catalyst ·      Dave’s last category – World Class Companies at great prices For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   Today's show is sponsored by: Masterclass Today’s show is sponsored by Masterclass, one of my favorite new mediums to learn from. They have over 150 plus of the most brilliant minds sharing their insights and wisdom. My favorite thing about Masterclass, you can learn how to become a better writer from world-class writers such as Malcolm Gladwell. In his class, he teaches you important topics like researching new ideas, how to go into depth in interviews. For example, he shares this tip about not preparing “too” much for an interview because it could stifle the creative process, BRILLIANT.  I highly recommend you check it out. Get unlimited access to EVERY class, and as a Investing for Beginners podcast listener, you get 15% off an annual membership! Go to MASTER CLASS dot com slash ifb now.    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.   Learn more about your ad choices. Visit megaphone.fm/adchoices
10/27/202226 minutes, 31 seconds
Episode Artwork

Bird's Eye View of Mercedez Benz

Welcome to the Investing for Beginners podcast. In today's show, we take a bird’s eye view of Mercedez Benz Group (MBGAF) ·      We discuss some of the challenges of tracking down the ticker because of the recent split of the company, from Daimler to Mercedez Benz ·      An overview of ROIC (return on invested capital) and its importance ·      Comparing Tesla’s ROIC to Mercedez Benz ·      Looking at the different models for Mercedez Benz compared to others in the industry, such as Tesla, Honda, and Toyota ·      How can a high dividend yield impact a potential investment For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/24/202229 minutes, 45 seconds
Episode Artwork

Andrew Schrage of Money Crashers Joins Us to Talk Finance and Side Hustles

Welcome to the Investing for Beginners podcast. In today's show, we chat with Andrew Schrage, CEO and co-owner of Money Crashers: ·      How Andrew started Money Crashes and how his “side hustles” grew to become the business it is today. ·      How Money Crashers focused on people without much financial background and how they targeted content to help those people. ·      The biggest challenges he sees out there, helping people save more money, and understanding credit cards and how they work. ·      How Andrew describes compound interest and the impact of paying off debt ·      What Andrew thinks of BNPL (Buy Now Pay Later) ·      Andrew’s thoughts on creating discipline with your money ·      How to look at growing income, side hustle, or reducing expenses and which will work best for people ·      What does he think is the biggest hangup preventing people from starting investing? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com     You can learn more here from these great articles:   Credit Card Advantages/Disadvantages  Best Cash Back Credit Cards   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/20/202232 minutes, 20 seconds
Episode Artwork

Bird's Eye View of Brookfield with Adrian of Stratosphere

Welcome to the Investing for Beginners podcast. In today's show, we take a bird's eye view of Brookfield Asset Management (BAM) with Adrian from Stratosphere.io. ·      How Adrian got his start in Cannabis and how he learned from his mistakes ·      Talking about Adrian’s background in accounting and how he overcomes FOMO. ·      Talking about doing research outside of the US, in Canada using company websites. ·      How Adrian uses Twitter to help him do research and find investment ideas ·      How Adrain approaches research, and his red and green tag idea ·      Brookfield offers a great company as a case study, with a challenging business model to understand ·      What Brookfield does? ·      What kind of returns has Brookfield generated over the years You can follow Adrian on Twitter and Stratosphere        For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com  SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/17/202245 minutes, 25 seconds
Episode Artwork

IFB242: How to Use Dollar Cost Averaging with a Fixed Amount + Defining Goodwill

Welcome to the Investing for Beginners podcast. In today's show, we answer four listener questions: How do you DCA (dollar cost average) into your portfolio with a fixed amount? What brokers allow you to use fractional or partial shares? How do you transfer individual stocks to another brokerage? What are the Dogs of the Dow? What do we think of Goodwill on the balance sheet? How to get started with the Sather Research eLetter, Roth IRA vs brokerage account For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/13/202236 minutes, 27 seconds
Episode Artwork

Patrick Findaro Joins us to Talk about Franchising and Opportunities for Visas

Welcome to the Investing for Beginners podcast. In today's show, we chat with Patrick Findaro, managing partner of Visa Franchise, along with co-founding Vetted Biz: Patrick discusses his background and how he started helping people emigrate to the US using the E2 Visa via franchising He started the Vetted Biz website to help investors learn more about franchising What kinds of different business models exist outside of restaurants in the franchise model? What is the process of getting a franchise up and running? Do the franchise agreements, leases, and visa all match up? How to analyze franchises, is it different from analyzing equities or stocks? Pros and cons of investing in franchiese versus stocks Patrick is offering access to Vetted Biz for six months to the first ten people who email him at Patrick@vettedbiz.com For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   You can find more from Patrick here: Visa Franchise Vetted Biz LinkedIn Today’s show is sponsored by: Shopify Shopify is a platform designed for anyone to sell anywhere, giving entrepreneurs like myself the resources once reserved for big business - customized for my needs - with a great looking online store that brings my idea to life, and tools to manage my day-to-day and drive sales Making your idea real opens endless possibilities; it’s a journey but that's the beauty of entrepreneurship Believe me, this podcast started as a way to teach beginners about investing, and has become my full-time job. Shopify powers millions of entrepreneurs just like me - from first-sale to full-scale. And every twenty-eight seconds a small business owner makes their first sale on Shopify. Get started by building and customizing your online store with no coding or design experience. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/10/202238 minutes, 40 seconds
Episode Artwork

IFB241: How to Start Valuing Companies

Welcome to the Investing for Beginners podcast. In today's show, we will answer two listener questions and discuss our thoughts on valuing companies: ·     Is it better to pick one or the other of ETFs, S&P 500 or Total Index fund? ·     Can we use the VTI to evaluate REITS and how does the Little Package of Valuation work? ·     What are our thoughts on valuation. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by: Medcline As someone who recently struggled with acid reflux after my recent heart attack, I was concerned because the symptoms are similar. And not to mention the struggles to sleep while suffering from acid reflux. I found something to help you like it's helped me, Medcline. That's right, whether you suffer from painful nighttime acid reflux, shoulder pain, or both, the MedCline patented pillow system is designed to cushion your body in a sleeping position that is supremely comfortable, doctor-recommended, and clinically proven to provide effective, natural acid reflux or shoulder pain relief and a better night's sleep. In fact, 95% of patients reported an overall improvement in sleep quality when using MedCline. Now get 20% off when you go to Medcline.com/investing and get a better night's sleep today.    SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   You can find the transcript of today's show below: Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/6/202237 minutes, 43 seconds
Episode Artwork

Jake Taylor Joins Us to Discuss Value Investing and the Importance of Journaling

Welcome to the Investing for Beginners podcast. In today's show, we chat with Jake Taylor, CEO of Farnam Street Investments and co-host of Value After Hours: How did Jake get started in the investing world? How does Jake think about value investing and has his perspective changed over the years? What are Jake’s thoughts on projecting future results How to think about base rates Jake talks about some of his investing mistakes from base rates, and what he learned from those mistakes Jake’s opinion on DIY investing and how investing information flows learning to deal with those ideas What the market needs to generate good returns How Jake uses Journalytic to help him keep track of his investment thought process For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   You can find more from Jake here: Twitter Journalytic Farnam Street Investments Value Investor Hours Today’s show is sponsored by BetterHelp BetterHelp is the world's largest therapy service, facilitating over 5,000,000 video sessions, voice calls, chats, and messages every month. BetterHelp set out on a mission to ensure everyone has easy, affordable, and private access to high-quality therapy. As someone who struggled with mental health earlier in life, therapy helped me better handle my struggles. If you consider giving therapy a try, BetterHelp is a great option; it's convenient, accessible, affordable, and entirely online. When you want to be a better problem solver, therapy can get you there. Visit BetterHelp dot com slash INVESTING today to get 10% off your first month. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/3/202251 minutes, 49 seconds
Episode Artwork

IFB240: Why You Should Avoid Buying the Dip

Welcome to the Investing for Beginners podcast. In today's show, we talk discuss why you should not to buy the dip in the markets: ·     Try to avoid expensive stocks ·     Avoiding value traps ·     The potential of crypto and the minefield that exists in the sector ·     Avoid IPOs and SPACs For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/29/202229 minutes, 12 seconds
Episode Artwork

Brad Thomas Joins Us to Discuss REITs

Welcome to the Investing for Beginners podcast. In today's show, we talk to Brad Thomas, the leading REIT analysts, *How Brad started in real estate, and what is a REIT? *How REITs can provide advantages for individual investors *How investors can get started investing in REITs *What areas to look for to take advantage of REITs *An overview of the REIT sectors *The Impact of Power Centers and locations + product mix For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/26/202233 minutes, 55 seconds
Episode Artwork

IFB239: Why Time in the Market is More Important Than Timing the Market

Welcome to the Investing for Beginners podcast. In today's show, we answer two plus great questions: ·       Explaining Fibonacci retracements and why we don't use charting as an investing strategy ·       The drawbacks to trying to time the market and holding cash waiting for the perfect opportunity ·       How to research companies or industries in emerging markets or industries and the struggles you might encounter For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein   You can find the transcript of today's show below:   Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.   I love this podcast because it crushes your dreams and getting rich quick. They got me into reading stats for anything you're tuned in to the Investing for Beginners podcast by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/22/202233 minutes, 24 seconds
Episode Artwork

Josh Levin of OpenInvest Joins us to Discuss Sustainable Finance

Welcome to the Investing for Beginners podcast. In today's show, we chat with Josh Levin, co-founder and chief strategy officer of OpenInvest: ·       How Josh got into sustainable finance ·       How his background led him to his career and his love of nature helped spur his desire to create sustainable finance ·       How OpenInvest helps drive sustainable finance and the tools they offer ·       What kinds of changes he sees coming as a result of technology and how people use their money, particularly in the younger generation. ·       His thoughts on the criticism that ESG doesn't make much of an impact and how to reframe the question ·       How to get started in sustainable finance For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Contact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.  I love this podcast because it crushes your dreams and getting rich quick. They got me into reading stats for anything you're tuned in to the Investing for Beginners podcast by Andrew Sather and Dave Ahern with a step-by-step premium investing guide for beginners. Your path to financial freedom starts now. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/19/202236 minutes, 29 seconds
Episode Artwork

IFB238: Using Your 401k Match to It's Fullest, and What is the Best 401k Allocation?

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: How to get started as a young investor under 18 Should I invest totally in my 401k with 100% stocks, or use a different allocation, if I am under 30? How to treat your 401k match For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by Medcline: As someone who recently struggled with acid reflux after my recent heart attack, I was concerned because the symptoms are similar. And not to mention the struggles to sleep while suffering from acid reflux. I found something to help you like it's helped me, Medcline. That's right, whether you suffer from painful nighttime acid reflux, shoulder pain, or both, the MedCline patented pillow system is designed to cushion your body in a sleeping position that is supremely comfortable, doctor-recommended, and clinically proven to provide effective, natural acid reflux or shoulder pain relief and a better night's sleep. In fact, 95% of patients reported an overall improvement in sleep quality when using MedCline. Now get 20% off when you go to Medcline.com/investing and get a better night's sleep today. SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/15/202238 minutes, 35 seconds
Episode Artwork

Brian Feroldi Discusses the Importance of Quality and Valuation

Welcome to the Investing for Beginners podcast. In today's show, we chat with Brian Ferodli about finding quality companies and the importance of valuation: ·      What he sees in the markets today ·      How to profit from investments in a way that you can use today. ·      The quality filters he uses to find great investments ·      The importance of valuation and determining where the company is in their life cycle ·      The Importance of potential and finding companies with the potential to grow 5x to 10x For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by: Shopify is a platform designed for anyone to sell anywhere, giving entrepreneurs like myself the resources once reserved for big business - customized for my needs - with a great-looking online store that brings my idea to life and tools to manage my day-to-day and drive sales. Go to Shopify.com/beginners to start your FREE trial and get full access to Shopify’s entire suite of features.   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/12/202249 minutes, 37 seconds
Episode Artwork

IFB237: The Impact of Proxy Voting and Investing in Money Losing Companies

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: How do we feel about investing in companies with ESG concerns? What are our thoughts of investing in precious metals or metals? How does the Proxy statement work, and voting for our values How do we deal with companies losing money over a year? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by: Allegiance Gold SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Transcript Learn more about your ad choices. Visit megaphone.fm/adchoices
9/8/202233 minutes, 36 seconds
Episode Artwork

Discussing Dividends with DivGro, A Dividend Growth Investor

Welcome to the Investing for Beginners podcast. In today's show, we chat with Ferdi from the DivGro: How did he get started in dividend investing, and why dividend growth investing? How does he finds companies to buy, and what his criteria for investments are based on? The differences between Dividend Aristocrats and Dividend Kings What kinds of resources does he use to find the best investments How he handles dividend cuts and portfolio management The importance of changing your perspective and investigating other approaches You can find more from Ferdi here: DivGro Blog @divgro FerdiS on Seeking Alpha Portfolio-insight.com Ferdi Scheepers on TheStreet.com’s Dividend Strategists: Today's show is sponsored by: BetterHelp For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/5/202242 minutes, 41 seconds
Episode Artwork

Bird's Eye View of IBM

Welcome to the Investing for Beginners podcast. In today's show, we take a bird's eye view of IBM: ·      We talk about the top line or revenue growth of the company ·      Next, we discuss the operating margins of IBM ·      Andrew and I talk about the different margins of companies, ie. Visa and Costco ·      We look at the acquisitions and cash flow statement for IBM ·      Final verdict on an investment in IBM   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
9/1/202232 minutes, 43 seconds
Episode Artwork

Nick Maggiulli Joins Us To Talk About Just Keep Buying

Welcome to the Investing for Beginners podcast. In today's show, we chat with Nick Maggiulli, author Of Dollars and Data and the new book: Just Keep Buying: ·      What drew him to dollars and data, and why did he start his blog, Of Dollars and Data? ·      The impact of fees on long-term results ·      How to improve your savings rates and some of the things holding people back from saving more ·      Nick discusses the importance of raising your income ·      Nick's thoughts on debt, what kind of debt you have, and its impact ·      How to flip the narrative and keep investing during downtimes ·      The importance of dollar cost averaging or DCA ·      How to start investing in your 401k as a younger investor Today’s show is sponsored by: BetterHelp   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/29/202253 minutes, 33 seconds
Episode Artwork

IFB236: Differences Between ETFs and Mutual Funds, Investing in Companies Beyond Fair Value

Welcome to the Investing for Beginners podcast. In today's show, we answer three great listener questions: ·      The differences between investing in mutual funds and ETFs ·      Why we advocate for investing in individual stocks ·      How to deal with dollar cost averaging into a company that has grown beyond its fair value ·      How to start building your portfolio following Andrew's eLetter picks and the importance of a time horizon For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/25/202235 minutes, 24 seconds
Episode Artwork

David Stein from Money For the Rest of Us Podcast Discusses Closed-End Funds and Commodities

Welcome to the Investing for Beginners podcast. In today's show, we chat with David Stein of Money for the Rest of Us podcast, and the book of the same name: ·      David explains Closed-End Funds to us ·      Differences between open and closed-end funds and ETFs ·      The best strategy to invest in closed-end funds ·      Good resources to research closed-end funds ·      What are the best accounts to use for closed-end funds ·      We get David's take on the commodity market       For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/22/202238 minutes, 39 seconds
Episode Artwork

IFB235: Static Dividend Payers and Risk-Free Rates for Valuation

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      What is an average investor or beginner? ·      What are our thoughts on Robo-advisors? ·      Thoughts on companies that pay a static dividend? ·      How do you approach the risk-free rates for valuation models For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/18/202236 minutes, 57 seconds
Episode Artwork

Vitaliy Katsenelson Discusses Having Soul in the Game and the Importance of Habits

Welcome to the Investing for Beginners podcast. In today's show, we chat with Vitaliy Katsenelson about his new book, Soul in the Game: The Art of a Meaningful Life ·      We ask Vitaliy if he is an investor who writes or a writer who invests. ·      What drove him to write this new book? ·      Why everyone should write, it helps you think better; plus, as an investor, it acts as a journal concerning your decisions. ·      How writing can help you help you change your mind; as you grow, you learn, and writing can help you grow your thinking. ·      How to develop better habits, start small. ·      How to develop the skill of meditating. ·      What he means by "Soul in the Game." ·      The importance of Stoic philosophy and how it gives us an operating system for life. You can learn more about Vitaliy and his investment firm, IMA, here and read all of his articles here.   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/15/202256 minutes, 26 seconds
Episode Artwork

Talking About the Importance of KPIs with Braden Denis of Stratosphere

Welcome to the Investing for Beginners podcast. In today's show, we chat with Braden Denis of Stratosphere.io: ·      Braden talks about what excites him in the markets currently, including focusing on KPIs (Key Performance Indicators). ·      The ability to get started and how much easier today than it was five years ago, with lower fees, better products, and more information available. ·      How he uses KPIs to simplify his investment process and use them to track your company's performance. ·      Using KPIs to compare companies and the usefulness of the comparisons. ·      Creating a simple checklist using KPIs to help them narrow down their investment choices.   For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/11/202241 minutes, 47 seconds
Episode Artwork

IFB235: Bird's Eye View of Walmart

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      A Bird's Eye view of Walmart ·      Starting to learn the company via the 10-k; if you understand the business, move on to the rest of the 10-k. ·      Focus on the top line growth or revenue growth ·      Understanding the process of analyzing a company and using that knowledge to compare it to other companies. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/4/202231 minutes, 57 seconds
Episode Artwork

IFB234: Deciding to Dollar Cost Average into New Ideas or Current Portfolio

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      Whole life insurance and how they work as a general rule ·      How much should you have for an emergency fund before starting to invest ·      How to decide on which ideas to dollar cost average in a portfolio, new investments, or current holdings? ·      How quickly should you dollar cost average, should you hold back until market conditions improve? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/28/202237 minutes, 53 seconds
Episode Artwork

Talking Real Estate and 401k with Katie Gatti from Money with Katie

Welcome to the Investing for Beginners podcast. In today's show, we chat with Katie Gatti from the Money with Katie podcast and blog. ·      The advice that everyone should buy a house is completely wrong, and how she thinks about housing, owning vs. renting ·      Deep dive into real estate and how to find something you can comfortably own ·      How to start investing in 401k and setting your budget to allow you to succeed early ·      How to set up your investment accounts to take advantage of the tax savings ·      What are some of the bigger mistakes beginners make with 401ks, and how to avoid them ·      Uncovering a Target Date fund and how they work ·      Why aren't there more women in finance, and how to change that status For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/21/202251 minutes, 14 seconds
Episode Artwork

Creating Retirement Security with James Canole

Welcome to the Investing for Beginners podcast. In today's show, we discuss retirement planning with James Canole of Root Financial Partners. Some common misconceptions about retirement planning. How to plan for having security in your retirement. How to develop safety or security in your retirement Avoiding working too long and retiring when you are ready Does the 4% Rule still apply? For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/14/202232 minutes, 40 seconds
Episode Artwork

IFB233: Analyzing Debt and Cash Flow Using Weber Grill's Financials

Welcome to the Investing for Beginners podcast. In today's show, we discuss the finer points of debt and cash flow analysis using Weber Grill’s financials. Breaking Down Weber Grills after their recent IPO Analyzing the debt of Weber Grill and how you can use it for other companies How to analyze the cash flow statement The ideas and concepts behind share-based compensation, the good and the bad. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
7/7/202231 minutes, 47 seconds
Episode Artwork

The Importance of Moats with Mark Lamonica of Morningstar

Welcome to the Investing for Beginners podcast. In today's show, we chat with Mark Lamonica, Head of Individual Research at Morningstar. ·      How to invest in today's topsy-turvy markets ·      The importance of moats and how to measure them ·      The highs and lows of buying the "dip" and some caution are necessary ·      How to interpret narratives in investing ·      Mark's thoughts on ETFs For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/30/202245 minutes, 5 seconds
Episode Artwork

IFB232: How to Calculate Price to Sales Plus Interpreting the Ratio

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      How do I know if I should max out my Roth IRA? ·      Our thoughts on the defense sector and investing in companies like Raytheon, General Dynamics, and Lockheed Martin ·      How to calculate Price to Sales ratio ·      Our thoughts on the companies Affirm and Carvana Today's show is sponsored by: Nugenix Text Beginners 231-231 My First Million Podcast iTrust Capital For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/23/202239 minutes, 57 seconds
Episode Artwork

IFB231: Back to the Basics (UPDATED)

Welcome to the Investing for Beginners podcast. In today's show, we discuss The importance of compounding and the impact it can have on your returns How to setup dollar cost averaging and to start the regular habit of continually investing How diversification can help spread the risk around your portfolio How to determine what kind of investor you are (DIY, 401k, Want help) Determining which investment accounts works best for you (Roth, Traditional, Brokerage) Today's show is sponsored by: LinkedIn For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/16/202243 minutes, 9 seconds
Episode Artwork

Brian Feroldi Talks About Why the Stock Market Always Goes Up

Welcome to the Investing for Beginners podcast. In today's show, we chat with: ·      Brian Feroldi, author of “Why Does the Stock Market Go Up?” ·      We talk about the lack of financial education and ways to overcome those challenges. ·      We discuss the current market conditions today, and how to benefit from them. ·      Brian gives a synopsis of the different types of businesses out there, capital returners, capital self-funders, and capital raisers. ·      We discuss how to invest in the different types of businesses, plus how to overcome the fear of flying.   Today's show is sponsored by: My First Million Podcast Interactive Brokers iTrust Capital Nugenix Test Beginners to 231-231 For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/9/202249 minutes
Episode Artwork

IFB230: How to Spot and Avoid Value Traps

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      How to spot Value Traps and some of the characteristics of companies that might become a value trap. ·      Companies who become value traps because they are cheap, and why those types are dangerous. ·      Several examples of value traps are Circuit City and Goodyear Tire ·      What are some metrics and different items on the financials to look for to avoid value traps   Today's show is sponsored by: My First Million Podcast For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
6/2/202232 minutes, 17 seconds
Episode Artwork

IFB229: How to Deal With Buying and Holding When Our Theory Changes??

Welcome to the Investing for Beginners podcast. In today's show, we discuss: ·      Tracking your profits and losses in your brokerage accounts and the best way to follow those changes. ·      What to do when stocks fall, and we are supposed to buy and hold investors? ·      How to deal with Mr. Market and Trailing Stops?   Today's show is sponsored by: My First Million Podcast Interactive Brokers Use Code Beginners For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/26/202237 minutes, 37 seconds
Episode Artwork

IFB228: How to Avoid Dividend Traps + ESPP Plans

Welcome to the Investing for Beginners podcast. In today's show, we welcome: ·      How do ESPP plans work, and what kinds of returns can you expect from those types of employee stock purchase plans. ·      How to avoid dividend traps ·      A quick look at Cigna's financials and exploring why their dividends have increased ·      Alternatives to hedging against the market using leveraged ETFs in a bear market   Today's show is sponsored by: My First Million Podcast iTrust Capital For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com   SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/19/202234 minutes, 54 seconds
Episode Artwork

Eric Balchunas on Fiduciaries, Jack Bogle, and All Things ETFs

  Welcome to the Investing for Beginners podcast. In today's show, we welcome: Eric Balchunas, the Senior ETF analyst for Bloomberg Intelligence, recently published a fantastic book, The Bogle Effect. Eric and Andrew discuss what a fiduciary means and how they impact investments, particularly ETFs. What is passive investing versus active funds, and how has Vanguard disrupted the investing community. During Bogle's life, Vanguard was not the behemoth it is today; it wasn't until he retired that it became the beast it is today, showcasing Bogle's fiduciary focus and patience How can investors learn to internalize the buy and hold idea without learning from experience? The idea of compound interest and how it can move the needle You can find more of Eric: @EricBalchunas Trillions Podcast ETF IQ on Bloomberg TV For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/12/202242 minutes, 32 seconds
Episode Artwork

IFB227: How to Keep Your Spirits Up When the Market is Falling

  Welcome to the Investing for Beginners podcast. In today's show, we discuss: How to stay invested in the markets, even during downtimes, without getting discouraged How to manage our emotions and control our emotions when we invest The impact of dividends and the double compounding effect as a result of investing in dividend-paying companies Today's show is sponsored by: My First Million Stratosphere Investing Interactive Brokers For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
5/5/202231 minutes, 25 seconds
Episode Artwork

Discussing All Things REITs with Chris Volk, former CEO of Store Capital

  Welcome to the Investing for Beginners podcast. In today's show, we discuss: Public REITs with Chris Volk, former CEO of two public REITs, including Store Capital (STOR) What trends appeal to him in the commercial real estate space, and why he likes to focus on business models How to value REITs using different methods and to focus on business models His new book, Value Equation, discusses how to build wealth for leaders, entrepreneurs, and investors The importance of return on equity and the returns REITs generate through dividends and capital appreciation Today's show is sponsored by: My First Million Stratosphere Investing For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
4/28/202241 minutes, 29 seconds
Episode Artwork

IFB226: Unlocking the Different P/E Ratios, Cap-Weighted vs Equal Weighted Indexes, and the Business Development Sector

  Welcome to the Investing for Beginners podcast. In today's show, we discuss: What are the differences between Non-GAAP P/Es, forward P/Es, and trailing P/E ratios? The differences between equal-weighted and cap-weighted indexes Exploring the Business Development Industry with shallow looks at several companies, Hercules Capital and Prospect Capital Today's show is sponsored by: My First Million For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
4/21/202241 minutes, 14 seconds
Episode Artwork

IFB225: Understanding Different Business Models and Recurring Revenues, Plus A Brief Dive into Retail Furnishings

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/14/202233 minutes, 35 seconds
Episode Artwork

IFB224: What Happens to Your Shares In the Event of Big Changes, CEO Leaving, Acquistions, or Other News?

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/7/202236 minutes, 17 seconds
Episode Artwork

IFB223: Investing Close to Retirement and REITs 101

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/31/202234 minutes, 24 seconds
Episode Artwork

Learning to Invest with Maj Soueidan of GeoInvesting

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/24/202241 minutes, 55 seconds
Episode Artwork

IFB222: Dollar Cost Averaging - What It Is and How to Apply It, Plus How to Analyze High Debt to Equity Companies

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/17/202241 minutes, 34 seconds
Episode Artwork

IFB221: Who Are Some of the Best Businesses in the Market?

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/10/202234 minutes, 25 seconds
Episode Artwork

Understanding the Market Cycles with Mike Singleton of Invictus Research

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/3/202232 minutes, 49 seconds
Episode Artwork

IFB220: Dividend Reinvestment Mechanics and Profiting from the Activision/Microsoft Merger

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/24/202233 minutes, 11 seconds
Episode Artwork

Intro to Bitcoin with Simon Belanger of the Canadian Investor Podcast

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/17/202253 minutes, 8 seconds
Episode Artwork

How to Deal with Market Volatility with Braden Denis

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/10/202248 minutes, 42 seconds
Episode Artwork

IFB219: How an Elevated or Rising Stock Price Helps a Company

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/3/202234 minutes, 39 seconds
Episode Artwork

IFB218: How to Get Started Investing When the Market Might Crash

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/27/202235 minutes, 29 seconds
Episode Artwork

IFB217: Investing in Carbon Credits and Useful Metrics for Beginners

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/20/202235 minutes, 46 seconds
Episode Artwork

IFB216: How to Find Beaten Down or Out of Favor Companies to Analyze

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/13/202228 minutes, 3 seconds
Episode Artwork

William Green On Living a Life With Simplicity, Avoiding Complexity, and Eliminating Stupidity

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/6/20221 hour, 5 minutes, 22 seconds
Episode Artwork

IFB215: ETFs and Stock Price Impacts, Plus Stock Spinoffs

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/30/202134 minutes, 37 seconds
Episode Artwork

Getting Started in the Markets Early with Shamus Madan of MBIT Podcast

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/23/202127 minutes, 44 seconds
Episode Artwork

IFB214: Shorting - How to Determine If Your Company Is Shorted and How to Handle

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/16/202132 minutes, 56 seconds
Episode Artwork

IFB213: Intrinsic Value for Beginners

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/9/202134 minutes, 34 seconds
Episode Artwork

Chris Hutchins of All the Hacks Discusses HSAs, ETF investing, and More

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/2/20211 hour, 56 seconds
Episode Artwork

IFB212: Investing in "Safer" Investments, Picking ETFs and Individual Stocks, and Bond ETFs

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/25/202154 minutes, 31 seconds
Episode Artwork

Digging Out of Heavy Debt So You Can Invest More with Chris Grainger

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/18/202135 minutes, 38 seconds
Episode Artwork

Why Some Growth Stocks Are Crashing

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/11/202153 minutes, 15 seconds
Episode Artwork

Examples of Hard Asset Investing Through REITs and LPs with Eric Schleien

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/4/202155 minutes, 39 seconds
Episode Artwork

IFB211: Brokers, Index Funds, and Cash Flow Statements

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/28/202135 minutes, 44 seconds
Episode Artwork

Evolution of a Value Investor with Jason Rivera

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/21/202144 minutes, 12 seconds
Episode Artwork

Scott Lynn of Masterworks Talks to Us About All Things Art Investing

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/20/202129 minutes, 14 seconds
Episode Artwork

IFB210: Student Debt, TQQQ, and DCFs

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/14/202141 minutes, 36 seconds
Episode Artwork

Todd Wenning on Sell-Side Analysts and How Company Culture Impacts Investments

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/7/202156 minutes, 48 seconds
Episode Artwork

IFB209: Investing the Fantasy Football Pot, Thoughts on Stock Adviser Services

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/30/202145 minutes, 33 seconds
Episode Artwork

The Canadian Investor Podcast Share Their Investment Checklist

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/23/202153 minutes, 7 seconds
Episode Artwork

IFB208: ETFs and Dividends/Fees, Plus How to Navigate Changes in Financials

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/16/202135 minutes, 29 seconds
Episode Artwork

IFB207: Using a ReFi to Invest, Mutual Fund Questions, and Covid Impacts on Certain Industries

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/9/202144 minutes, 40 seconds
Episode Artwork

IFB206: Roth vs 401k and Investing With a Margin of Safety

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/2/202139 minutes, 15 seconds
Episode Artwork

IFB205: US/CAD Capital Gains, I Bonds, Reversion to the Mean

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/26/202143 minutes, 13 seconds
Episode Artwork

The Market Set to Explode with Green Energy with Marin Katusa

  Welcome to the Investing for Beginners podcast. In today's show, we discuss: Talk with Marin Katusa about his views on rare earth metals, gold, and other commodities We discuss the ideas behind his fantastic book, Rise of America We talk through the exciting ideas behind carbon credits and how to prosper from them. For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
8/19/202152 minutes, 57 seconds
Episode Artwork

IFB204: Market Timing and Inflation Hedges

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/12/202141 minutes, 29 seconds
Episode Artwork

IFB203: Old 401k, Potential Fraud, and DRIP

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/5/202137 minutes, 6 seconds
Episode Artwork

IFB202: Derivatives, Tobacco, and Inheritance

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/29/202137 minutes, 16 seconds
Episode Artwork

Andrew Wilkinson's Tiny Tech Empire

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/22/20211 hour, 10 minutes, 7 seconds
Episode Artwork

IFB201: Back to the Basics (Updated)

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/15/202141 minutes, 19 seconds
Episode Artwork

Intro to Protective Puts with Cameron Smith

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/8/202142 minutes, 28 seconds
Episode Artwork

IFB200: Stock Screeners, Cheap Stocks, and Great Businesses

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/1/202134 minutes, 14 seconds
Episode Artwork

Passive and Sustainable Investing with Personal Capital's Brendan Erne

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/24/202150 minutes, 30 seconds
Episode Artwork

IFB198: Two Value Boomers Talk Bitcoin and Crypto

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/17/202140 minutes, 9 seconds
Episode Artwork

Chinese, Japanese, and Media Stocks with Eric Schleien

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/10/202157 minutes, 9 seconds
Episode Artwork

IFB197: Green Stocks, ETF Problems, and Robo Adivsors

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/3/202142 minutes, 41 seconds
Episode Artwork

Tips For Buying Cheap Land Remotely and Flipping It With Jessey and Kevin

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/27/202149 minutes, 43 seconds
Episode Artwork

IFB196: Investing in Companies with Wide Moats

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/20/202136 minutes, 41 seconds
Episode Artwork

Lessons After 40+ Interviews of the Greatest Investors with William Green

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/13/20211 hour, 5 minutes, 46 seconds
Episode Artwork

IFB195: Stocks with Multiple Tickers, Keeping Dry Powder for Corrections

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/6/202138 minutes, 39 seconds
Episode Artwork

IFB194: Thoughts on Heavy Portfolio Concentration

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/29/202142 minutes, 25 seconds
Episode Artwork

The Future of the Food Industry with Jim Mellon

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/22/202135 minutes, 18 seconds
Episode Artwork

Consistent Investing, ESG (Environmental, Social & Governance), and ETFs

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/15/202145 minutes, 29 seconds
Episode Artwork

Celver, Simple, Fun - Money Lessons for Kids with Ashley Clark

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/8/202138 minutes, 26 seconds
Episode Artwork

IFB192: Navigating an Impending Crash, Safely Investing Your Emergency Fund

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/1/202150 minutes, 7 seconds
Episode Artwork

IFB191: 8 Common Beginner Mistakes with Braden Denis

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/25/202146 minutes, 33 seconds
Episode Artwork

IFB190: High Yield ETF, Selling Disney, Finance As An Engineer

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/18/202146 minutes, 39 seconds
Episode Artwork

IFB189: Broker Apps, Ex-Div Dates, 10-Year Yield

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/11/202142 minutes, 51 seconds
Episode Artwork

IFB188: The Value Mindset and Why Stocks Are Like Trees

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/4/202139 minutes, 1 second
Episode Artwork

IFB187: Red Flags, CFDs, What's the Appeal of SPACs?

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/24/202138 minutes, 30 seconds
Episode Artwork

Explaining the Cult of Warren Buffett

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/18/202152 minutes, 29 seconds
Episode Artwork

IFB186: Portfolio Makeover, Lithium Battery Stocks, Active Bond Trading

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/11/202143 minutes, 9 seconds
Episode Artwork

The Lessons and Blessings from the Gamestop Short Squeeze

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/4/202154 minutes, 11 seconds
Episode Artwork

IFB185: When to Stop DRIPPING, REIT, and DCA Questions

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/28/202137 minutes, 56 seconds
Episode Artwork

IFB184: Boring Dividend Advice From A Boomer

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/21/202137 minutes, 20 seconds
Episode Artwork

Introduction to Business Movers

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/14/20218 minutes, 26 seconds
Episode Artwork

IFB183: Investing in Your 40s, Bond Allocations, Early Roth Withdrawals

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/13/202136 minutes, 40 seconds
Episode Artwork

IFB182: OTC Stock Basics; The Best Free Tool for Market Data

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/7/202134 minutes, 1 second
Episode Artwork

From the Vault: Why It's Hard to Invest In a Bear Market

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/30/202051 minutes, 29 seconds
Episode Artwork

Penny Stock Daytrading with Timothy Sykes

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/23/202053 minutes, 14 seconds
Episode Artwork

IFB181: Comparing 3 Growth ETFs from Schwab, iShares, and Vanguard

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/17/202040 minutes, 33 seconds
Episode Artwork

IFB180: The Absolutely Simplest Way to Invest for Retirement

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/10/202042 minutes, 54 seconds
Episode Artwork

Stock Picking for Dummies

Welcome to the Investing for Beginners podcast, today's show is from the vault as Andrew and I are taking a holiday. Speaking of holidays, we hope you had a safe and happy Thanksgiving weekend for those listeners in the U.S. Today's episode will cover some topics previously discussed in episode 158, Stock Picking for Dummies. Hope you enjoy the rewind and don't worry we will be back next week with a new show!  Links from the show: Seven Steps to Understanding the Stock Market Learn more about your ad choices. Visit megaphone.fm/adchoices
12/3/202035 minutes, 59 seconds
Episode Artwork

IFB179: Interview with Jeff Desjardins of Visual Capitalist

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/26/202056 minutes, 29 seconds
Episode Artwork

IFB178: How to Trade Vaccine Volatility

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/19/202041 minutes, 59 seconds
Episode Artwork

IFB177: Unemployment Benefits and Roth IRA, Coca-Cola and Dividend Aristocrats

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/12/202035 minutes, 43 seconds
Episode Artwork

IFB176: 3 Things to Learn From Shark Tank About Investing

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/5/202037 minutes, 10 seconds
Episode Artwork

IFB175: Too Much Money For A Roth, Selling Tesla or Netflix

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/29/202049 minutes, 12 seconds
Episode Artwork

IFB174: Bottleneck Businesses and Secular Growth Trends with Braden Dennis

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/22/202041 minutes, 32 seconds
Episode Artwork

IFB173: Why to Invest in Real Estate Investment Trusts (REITs)

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/15/202040 minutes, 17 seconds
Episode Artwork

IFB172: How to Read An Annual Report - The Secret to Buffett's Success

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/8/202031 minutes, 36 seconds
Episode Artwork

IFB171: Why Price to Book Died; VTI 7.0 Update

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/1/202045 minutes, 25 seconds
Episode Artwork

IFB170: Suspended Dividends, Industry Ideas, eLetter Holdings

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/24/202036 minutes, 26 seconds
Episode Artwork

IFB169: Stock Splits, Ex Dividend Drops, Intrinsic Value

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/17/202035 minutes, 50 seconds
Episode Artwork

IFB168 - An Asset Allocation Guide for Lifetime Wealth

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/10/202041 minutes, 50 seconds
Episode Artwork

IFB167: Is It Time to Buy Growth Stocks?

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/3/202044 minutes, 12 seconds
Episode Artwork

IFB166: 3 Questions About Selling

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/27/202042 minutes, 19 seconds
Episode Artwork

IFB165: VIX, Roths, ETF Allocations

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/20/202041 minutes, 14 seconds
Episode Artwork

IFB164: Politics in 2020, Uber, and Tesla with Vitaliy Katsenelson

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/13/202053 minutes, 59 seconds
Episode Artwork

IFB163: Dividends, Diversification, and Reflections on the Approach

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/6/202044 minutes, 12 seconds
Episode Artwork

IFB162: Circle of Competence Overlaps, In Defense of Intel

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/30/202043 minutes, 58 seconds
Episode Artwork

IFB161: Circle of Competence, Semiconductor Industry, China Politics

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/23/202059 minutes, 9 seconds
Episode Artwork

IFB160: Buying U.S. and Capital Light Compounding Stocks with Braden Dennis

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/16/20201 hour, 4 seconds
Episode Artwork

IFB159: Trailing Stops for Value Investors and Aggresive Investing in Your 40s

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/9/202036 minutes, 5 seconds
Episode Artwork

IFB158: Stock Picking for Dummies

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/2/202035 minutes, 41 seconds
Episode Artwork

IFB157: Price Ratios and Old Investing Books - Still Relevant

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/25/202054 minutes, 35 seconds
Episode Artwork

IFB156: Q&A - Dripping Until Retirement, Lump Sum Investment After the Pandemic

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/18/202034 minutes, 13 seconds
Episode Artwork

IFB155: Q&A - Insider Trading and Investing like Peter Lynch

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/11/202043 minutes, 5 seconds
Episode Artwork

IFB154: Garbage In, Garbage Out

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/4/202036 minutes, 37 seconds
Episode Artwork

IFB153: Cruiselines vs Autos vs Tesla

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/28/202039 minutes, 20 seconds
Episode Artwork

IFB152: Hot Take - Check Your Portfolio Daily

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/21/202050 minutes, 50 seconds
Episode Artwork

IFB151: Economy Basics Pt3 - Government Debt, Fiscal, and Trade Deficits

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/14/202044 minutes, 30 seconds
Episode Artwork

IFB150: Economy Basics Pt2 - Inflation, Deflation and Currency

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/7/202037 minutes, 32 seconds
Episode Artwork

IFB149: Economy Basics Pt1 - What Will Covid Affect

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/30/202039 minutes
Episode Artwork

IFB148: Brokerages To Avoid in 2020

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/23/202041 minutes, 15 seconds
Episode Artwork

IFB147: How Does the Fed Affect Joe Schmoe

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/16/202046 minutes, 58 seconds
Episode Artwork

IFB146: Will A Company Go Bankrupt With Months of No Revenue

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/9/202044 minutes, 50 seconds
Episode Artwork

IFB145: Finding Great Balance Sheets with Braden Dennis

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/2/202054 minutes, 9 seconds
Episode Artwork

IFB144: Personal Finance with Andy Shuler

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/26/202052 minutes, 14 seconds
Episode Artwork

IFB143: Why Investing in a Bear Market is Really Hard

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/19/202051 minutes, 8 seconds
Episode Artwork

IFB142: Listener Questions: How to Start a Dividend Portfolio and Asset Allocation

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/12/202044 minutes, 47 seconds
Episode Artwork

IFB141: What To Do When The Sky Is Falling

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/5/202055 minutes, 18 seconds
Episode Artwork

IFB139: Beginners Guide to Investing in Bonds

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/20/202050 minutes, 7 seconds
Episode Artwork

IFB138: How The News Can Affect Your Investments

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/13/202034 minutes, 36 seconds
Episode Artwork

IFB137: How to Control Your Emotions When Selling a Stock

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/6/202035 minutes, 57 seconds
Episode Artwork

IFB136: Investors Don't Know Anything (About the Future)

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/30/202032 minutes, 13 seconds
Episode Artwork

IFB135:4 Tips for Beginning Investors from Braden Dennis

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/23/202045 minutes, 20 seconds
Episode Artwork

IFB134: Skin In The Game Book Review

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/9/202032 minutes, 47 seconds
Episode Artwork

IFB133: Intro to Investing Oil and Commodities

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/2/202031 minutes, 57 seconds
Episode Artwork

IFB132: Warren Buffett on Investing In Business Vs Pricing

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/26/201941 minutes
Episode Artwork

IFB131: What to Consider for Your 2020 Investing and Personal Finance

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/19/201941 minutes, 40 seconds
Episode Artwork

IFB130: A Biotech Value Trap?

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/12/201935 minutes, 48 seconds
Episode Artwork

IFB129: A Sip of the Starbucks Balance Sheet

Learn more about your ad choices. Visit megaphone.fm/adchoices
11/28/201941 minutes, 54 seconds
Episode Artwork

IFB128: HSA and How it Can Reduce Your Taxes

Welcome to episode 128 of the Investing for Beginners podcast. In today's show, Andrew and I discuss the HSA or Health Savings Account and how it can be an asset to you in regards to the tax savings it can afford you. If you are enjoying this show, please subscribe here to learn more.  Learn more about your ad choices. Visit megaphone.fm/adchoices
11/21/201926 minutes, 44 seconds
Episode Artwork

IFB127: High ETF Fees, Diversifying into the 11 Sectors, Lazy or Uninterested?

#127: Today's show continues the discussion about zero commisions with some ideas about ETFs and the fees they charge and how you could possibly create your own without the fees. Andrew and I also discuss how to diversify among the sectors, or if you even should try, plus much more. Podcast show notes here. If you enjoyed today's show and would like to hear more, please subscribe.      Learn more about your ad choices. Visit megaphone.fm/adchoices
11/14/201942 minutes, 51 seconds
Episode Artwork

IFB126: Learning from 3 Master Investors with Scott A. Chapman, CFA

Welcome to episode 126 of the Investing for Beginners podcast. In today's show, we are pleased to introduce Scott Chapman, CFA, the author of Empower your Investing.  Scott has written a very easy to understand guide to investing using the guidance and principles he learned from the Big Three of John Templeton, Peter Lynch, and Warren Buffett. To see a transcription of today's show or learn more please go here. To subscribe iTunes Learn more about your ad choices. Visit megaphone.fm/adchoices
11/7/201954 minutes, 37 seconds
Episode Artwork

IFB125: Using the Bid-Ask Spread to Buy Zero Commission Stocks (over ETFs)

Welcome to episode 125 of the Investing for Beginners podcast. In today's show, Andrew and I will be discussing more ramifications of the zero commission trades that brokerages have all gone too. Additionally, Andrew will be discussing additional buying and selling options available with your brokerage account. For a transcript of today's show or more info please click here. To subscribe for more Investing for Beginners.  Learn more about your ad choices. Visit megaphone.fm/adchoices
10/31/201938 minutes, 50 seconds
Episode Artwork

IFB124: No Fee Commissions

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/24/201938 minutes, 20 seconds
Episode Artwork

IFB123: Investing vs Debt

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/17/201936 minutes, 26 seconds
Episode Artwork

IFB122: Analyzing the Growth of a Stock Pt. 2

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/10/201942 minutes, 16 seconds
Episode Artwork

IFB121: Analyzing the Growth of a Stock Pt. 1

Learn more about your ad choices. Visit megaphone.fm/adchoices
10/3/201946 minutes, 17 seconds
Episode Artwork

IFB120: 4 New Companies Added to the Dividend Aristocrat List for 2019

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/26/201924 minutes
Episode Artwork

IFB119: Before You Buy an Insurance Stock, Make Sure You Listen to This

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/19/201959 minutes, 5 seconds
Episode Artwork

IFB118: Questions about Investing an Inheritance as a 21 year old

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/12/201942 minutes, 42 seconds
Episode Artwork

IFB117: Sharing Our Top Stock Analysis Tools as We Analyze a Railroad Stock

Learn more about your ad choices. Visit megaphone.fm/adchoices
9/5/20191 hour, 24 seconds
Episode Artwork

IFB116: Facing Stock Buyer's Remorse and the China Tariffs

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/29/201949 minutes, 51 seconds
Episode Artwork

IFB115: How to Make Money with Dividends when It's Just Pennies

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/15/201946 minutes, 37 seconds
Episode Artwork

IFB114: Buying a Home vs Investing in the Stock Market

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/8/201927 minutes, 22 seconds
Episode Artwork

IFB113: Charlie Munger's "Invert, always invert"

Learn more about your ad choices. Visit megaphone.fm/adchoices
8/1/201944 minutes, 3 seconds
Episode Artwork

IFB112: Small Dogs of the Dow, not DRIPing. and Intrinsic Value Books

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/25/20191 hour, 21 seconds
Episode Artwork

IFB111: Questions about Short Term Investing when Close to Retirement

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/18/201940 minutes, 32 seconds
Episode Artwork

IFB110: Value ETF Primed for the Value Investing Recovery with Tobias Carlisle

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/11/201941 minutes, 42 seconds
Episode Artwork

IFB109: Practical Behavorial Finance Tips with David Keller

Learn more about your ad choices. Visit megaphone.fm/adchoices
7/4/201945 minutes, 11 seconds
Episode Artwork

IFB108: Minimalism

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/27/201923 minutes, 3 seconds
Episode Artwork

IFB107: The China Trade News is Killing This Stock... Should I Buy it?

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/20/201945 minutes, 13 seconds
Episode Artwork

IFB106: The Sears Bankruptcy Fallout - Is Tesla Next?

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/13/201941 minutes, 33 seconds
Episode Artwork

IFB105: Q&A: Is Acorns Worth it? Should I Buy Small Cap Stocks?

Learn more about your ad choices. Visit megaphone.fm/adchoices
6/6/201934 minutes, 5 seconds
Episode Artwork

IFB104: Intrinsic Value Warren Buffett Style

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/30/201946 minutes
Episode Artwork

IFB103: Our Thoughts on the Uber IPO

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/23/201941 minutes, 39 seconds
Episode Artwork

IFB102: Risks, Individual Bonds, and Becoming a Financial Advisor

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/9/201942 minutes, 33 seconds
Episode Artwork

IFB101: Are value stocks the right investment for a 61 year old?

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/2/201940 minutes, 23 seconds
Episode Artwork

IFB100: What happens if you own stock in a company that gets bought out?

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/25/201929 minutes, 24 seconds
Episode Artwork

IFB99: How Acquisitions, Goodwill, and Divestures All Work Together

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/18/201933 minutes, 50 seconds
Episode Artwork

IFB98: Why You Shouldn't Be A Lone Wolf Investor

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/11/201952 minutes, 33 seconds
Episode Artwork

IFB97: A List of Really Unwise Financial Decisions

Learn more about your ad choices. Visit megaphone.fm/adchoices
4/4/201938 minutes, 52 seconds
Episode Artwork

IFB96: Limit Order vs. Market Order and other Listener Q&A

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/29/201942 minutes, 34 seconds
Episode Artwork

IFB95: Real Estate, Annuities, and Dividend ETFs with Kenny Robinson

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/21/201949 minutes, 4 seconds
Episode Artwork

IFB93: Investing in a Low Interest Rate Environment with Vitaliy Katsenelson

Learn more about your ad choices. Visit megaphone.fm/adchoices
3/7/20191 hour, 5 minutes, 43 seconds
Episode Artwork

IFB93: Is Buying at a 52 Week High a Bad Idea for Value Investors?

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/28/201941 minutes, 59 seconds
Episode Artwork

IFB92: A Refresher Episode on Some Investing Basics

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/26/201935 minutes, 15 seconds
Episode Artwork

IFB91: Buying Bank Stocks and Marijuana ETFs

Learn more about your ad choices. Visit megaphone.fm/adchoices
2/13/201951 minutes, 4 seconds
Episode Artwork

IFB90: Using the SEC Form 4 to Find Insider Buying with Maj Soueidan

Studying the SEC form 4 can help you learn a great deal about the insiders of a company and if they are buying or selling. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/6/201957 minutes, 11 seconds
Episode Artwork

IFB89:Reading the Annual Report (10-k) to Understand a Stock

10-ks or the annual report. Reading the 10-ks or the annual report of a company is necessary to understanding the business. It provides a great way to learn what the company does as well as some of the risks involved in investing in this company. In addition to all the financial information, you can also glean many "soft" information from these reports such as other competitors, types of commodities they may be involved, management's thoughts on direction, and so on.  Learn more about your ad choices. Visit megaphone.fm/adchoices
1/23/201945 minutes, 51 seconds
Episode Artwork

IFB88:How to Buy Canadian Stocks Guide and Rules with Braden Dennis

In this episode learn how to buy Canadian stocks with Braden Dennis, our Canadian expert.    Welcome to episode 88 of the Investing for Beginners podcast. In today's show, we are going to discuss Canadian stocks with Braden Dennis. Braden is our resident Canadian expert and today he is going to give us some guidelines and rules to help us narrow down choices in the Canadian market.  Braden has some great insights into the Canadian markets, as well as some of the ideal metrics and numbers to look for.  There are great investment opportunities in Canada, which is an underserved market. Unfortunately, there is no real good guide, until now.  Learn more about Braden and all his great insights here. For show notes from today's episode, look here.   If you enjoyed today's show and you love the format of the show and helping other investors, can you help me to convince others to listen too? All you have to do is leave a quick review and rating on iTunes (and subscribe if you haven't already). That would mean the world to us, so thank you so much! Learn more about your ad choices. Visit megaphone.fm/adchoices
1/22/201950 minutes, 44 seconds
Episode Artwork

IFB87:Buying Stocks in a Downtrend, Selecting From a List of Stocks

Learn more about your ad choices. Visit megaphone.fm/adchoices
1/12/201944 minutes, 16 seconds
Episode Artwork

IFB86:Graham and Doddsville Superinvestors + An Announcement

One of the best speeches on investing is the Superinvestors of Graham and Doddsville by Warren Buffett. It contains so much wisdom and great advice, as well as numerous examples. Using the examples from Graham and Doddsville will make you a better investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/8/201952 minutes, 52 seconds
Episode Artwork

IFB85:Finding Good Dividend Stocks By Using Better Ratios

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/30/201844 minutes, 23 seconds
Episode Artwork

IFB84:Dupont Analysis Lesson from the CFA Level I Test

Welcome to Investing for Beginners podcast, this is episode 84. In today's show, we will discuss a breakdown of the Dupont Analysis. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/13/201847 minutes, 31 seconds
Episode Artwork

IFB83:Listener Q&A: Short Term Investing, Bond ETFs and Interest Rates

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/10/201834 minutes, 22 seconds
Episode Artwork

IFB82:Case Study ($GE) Into Why Investing Principles Are Critical

Welcome to Investing for Beginners podcast. In today's show, we discuss the recent happenings at GE and how they illustrate having sound investing principles is so critical. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/3/201840 minutes, 43 seconds
Episode Artwork

IFB81:4 Short Charlie Munger Quotes on How He Buys Stocks

Welcome to episode 81 of the Investing for Beginners podcast. In today's show, we discuss how Charlie Munger screens for stock ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/26/201841 minutes, 5 seconds
Episode Artwork

IFB80:Where Exactly Do Shareholder Returns Come From?

Welcome to episode 80 of the Investing for Beginners podcast. In today's show, we discuss a breakdown of investment returns and where each component comes from. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/6/201840 minutes, 48 seconds
Episode Artwork

IFB78:The Value in a Stock with a Competitive Moat

Welcome to episode 78 of the Investing for Beginners podcast. In today's show, we discuss all things competitive moats. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/6/201856 minutes, 25 seconds
Episode Artwork

IFB79:Why a Scary Market is the Absolute Best Time to Dollar Cost Average

Welcome to episode 79 of the Investing for Beginners podcast. In today's show, we discuss why dollar cost averaging is perfect for up-and-down markets, like what is going on today. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/6/201839 minutes, 45 seconds
Episode Artwork

IFB77:A Stock Selling Theory: 3 Strikes You're Out

Welcome to episode 77 of the Investing for Beginners podcast. In today's show, we discuss some of our sell rules and the theories behind them. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/23/201854 minutes, 50 seconds
Episode Artwork

IFB76:Market Outlook and Predictions

Welcome to episode 76 of the Investing for Beginners podcast. In today's show, Andrew and I discuss current market outlooks and give you some fun predictions. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/15/20181 hour, 1 minute, 16 seconds
Episode Artwork

IFB75:Listener Q&A on Weed Stocks, What to Do When Your Stock Crashes

Welcome to episode 75 of the Investing for Beginners podcast. In today's show, we discuss some of the more recent listener questions. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/8/201856 minutes, 49 seconds
Episode Artwork

IFB74: Potential Investor Problems When Examining the History of the Market

Welcome to Investing for Beginners podcast. In today's show, we discuss how studying the history of the stock market can help you avoid making mistakes that have hampered others in the past. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/23/201840 minutes, 47 seconds
Episode Artwork

IFB73:Wall Street Studies Pitfalls

Welcome to episode 73 of the Investing for Beginners podcast. In today's show, we will discuss some of the pitfalls of investing in data from Wall Street studies. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/18/201848 minutes, 18 seconds
Episode Artwork

IFB72:Shareholder Yield Metric: Cheap Stocks with Good Capital Allocation

Welcome to episode 72 of the Investing for Beginners podcast. In today's show, we discuss Shareholder Yield, a concept coined by Meb Faber. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/13/201838 minutes, 36 seconds
Episode Artwork

IFB71:Combining Entrepreneurship with Investing Through Website Flipping

Welcome to episode 71 of the Investing for Beginners podcast. In today's show, we will discuss website flipping as a potential investment, as well as some different other business opportunities Learn more about your ad choices. Visit megaphone.fm/adchoices
9/6/201835 minutes, 35 seconds
Episode Artwork

IFB70:The 3 Major Types of Investment Risk and How to Combat Them

Welcome to episode 70 of the Investing for Beginners podcast. In today's show, we discuss the three major types of investment risk and how to combat them. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/28/201850 minutes, 38 seconds
Episode Artwork

IFB69:Listener Q&A:Benefits of ESPP and Ally Brokerage

Welcome to episode 69 of the Investing for Beginners podcast. In today's show, we answer some questions from our listeners. We talk about a broad range of topics, including ESPP and Ally Brokerage. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/21/201852 minutes, 13 seconds
Episode Artwork

IFB68:A Simple Balance Sheet Primer for Beginners

Welcome to episode 68 of the Investing for Beginners podcast. In today's show, we are going to give a brief overview of the balance sheet and a few important ratios that can be derived from the balance sheet. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/17/201834 minutes, 10 seconds
Episode Artwork

IFB67:Are These Record Share Buybacks Good or Bad?

Welcome to episode 67 of the Investing for Beginners podcast. In today's show, we discuss share buybacks and whether or not they are good or bad for investors or the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/2/201836 minutes, 47 seconds
Episode Artwork

IFB66:Should You Research Owners Earnings or Options?

Welcome to episode 66 of the Investing for Beginners podcast. On today's show, we will discuss owners earnings, Warren Buffett's favorite measure of earnings for a company. In addition, we will have a brief discussion of options. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/25/201838 minutes, 11 seconds
Episode Artwork

IFB65:LIstener Q&A: Stop Loss, Fractional Shares & Tesla

Welcome to episode 65 of the Investing for Beginners podcast. In today's show, we answer listener's questions on a broad range of topics including stop losses, buying fractional shares, fractional dividends, and a discussion on investing in Tesla. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/16/201852 minutes, 43 seconds
Episode Artwork

IFB64:Personal Finance 105: Maximizing Passive Income

Welcome to episode 64 of the Investing for Beginners website. In today's show, we discuss how to find a side hustle and make it go. Being able to create a little side income can help you tremendously. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/6/201836 minutes, 4 seconds
Episode Artwork

IFB63:Personal Finance 104: Designing Your Investment Lifestyle

Welcome to episode 63 of the Investing for Beginners podcast. In today's show, we continue our series on Personal Finance. This episode we will discuss how to develop your own investment lifestyle. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/26/201835 minutes, 53 seconds
Episode Artwork

IFB62:Personal Finance 103: Managing Personal Cash Flow

Welcome to episode 62 of the Investing for Beginners podcast. In today's show, we discuss personal cash flow. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/18/201828 minutes, 26 seconds
Episode Artwork

IFB61:Personal Finance 102: Building Assets in the Adult World

Welcome to episode 61 of the Investing for Beginners podcast. In today's show, we discuss how to start building assets and what those assets could consist of. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/12/201826 minutes, 25 seconds
Episode Artwork

IFB60:Personal Finance 101: Money Lessons to Our 5 Year Olds

Welcome to Investing for Beginners podcast. In today's episode, we discuss money lessons we would pass on to our 5-year olds. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/2/201833 minutes, 21 seconds
Episode Artwork

IFB59:Listener Q&A: DCA, Canadian DRIPs, Recent Negative Earnings

Welcome to episode 59 of the Investing for Beginners podcast. In today's show, we take some listeners questions and tackle dollar cost averaging, DRIPs, and others. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/17/201840 minutes, 36 seconds
Episode Artwork

IFB58:Efficiency and Financial Ratios Formulas: ROA, ROE, & ROC

Learn more about your ad choices. Visit megaphone.fm/adchoices
5/2/201839 minutes, 2 seconds
Episode Artwork

IFB57:Comprehensive List of the Best Investing Books for Beginners

Welcome to episode 57 of the Investing for Beginners podcast. In today's show, we discuss the investing books that have helped mold, shape and educate us. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/25/201847 minutes, 48 seconds
Episode Artwork

IFB56:New 2018 GAAP for Marketable Securities Will Inflate Earnings

Welcome to episode 56 of the Investing for Beginners podcast. In today's show, we discuss the new GAAP earnings rules that Warren Buffett brought to life in his most recent shareholder letter. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/19/201835 minutes, 8 seconds
Episode Artwork

IFB55:The Worst Money Advice that Beginners Always Hear

Welcome to episode 55 of the Investing for Beginners podcast. In today's show, we discuss some of the worst money advice you can get as a beginning investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/10/201837 minutes, 11 seconds
Episode Artwork

IFB54:Company and Industry Maturation in the Stock Market

Welcome to the Investing for Beginners podcast. In today's show, we discuss the maturation of industries and companies. And how that can affect your investment decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/29/201841 minutes, 2 seconds
Episode Artwork

IFB53:Dave and Andrew Debate Negative Net Income (Earnings)

Welcome to episode 53 of the Investing for Beginners podcast. In today's show, we discuss negative earnings and how you should handle them. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/22/201839 minutes, 16 seconds
Episode Artwork

IFB52:The Art of Finding Undervalued Stocks

Welcome to the Investing for Beginners podcast. In today's show, we will discuss the art of intrinsic value and how to find value stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/13/201834 minutes, 35 seconds
Episode Artwork

IFB50:Discussing the Popular FANG Stocks Interview with Braden Dennis

Welcome to episode 50 of the Investing for Beginners podcast. In today's show, we will discuss Canadian stocks and their market with Braden Dennis of Stratosphere Investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/27/201851 minutes, 5 seconds
Episode Artwork

IFB49:The Massive Potential of Undervalued Dividend Aristocrats

Welcome to episode 49 of the Investing for Beginners podcast. In today's show, we interview Nick from Sure Dividend. Nick discusses dividend aristocrats, among other interesting topics with Andrew. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/19/201841 minutes, 1 second
Episode Artwork

IFB48: When a Falling Stock Indicates a Failing Business

Welcome to episode 48 of the Investing for Beginners podcast. In today's show, we will discuss what to look for when a company's stock price is falling and how it could indicate a failing business. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/12/201836 minutes, 43 seconds
Episode Artwork

IFB47: Back to the Basics Pt 5: Dividend Stocks / Value Investing

Welcome to episode 47 of the Investing for Beginners podcast. In today's show, we will continue our series on Back to the Basics. Our discussion will include dividends, buy low and sell high, among others. Learn more about your ad choices. Visit megaphone.fm/adchoices
2/5/201836 minutes, 38 seconds
Episode Artwork

IFB46: Back to the Basics Pt 4: Investing 101 and Compound Interest

Welcome to Investing for Beginners podcast, this is episode 46. In today's episode we are continuing our series on Back to the Basics. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/22/201857 minutes, 2 seconds
Episode Artwork

IFB45: Back to the Basics Pt 3: Stocks vs Other Investments

Welcome to episode 45 of the Investing for Beginners podcast. In today's show, we will return to our continuing series of Back to the Basics. Today we will discuss some of the different asset classes out there. Learn more about your ad choices. Visit megaphone.fm/adchoices
1/15/201854 minutes, 3 seconds
Episode Artwork

IFB44: Back to the Basics Pt 2: Share Dilution on Wall Street

Welcome to episode 44 of the Investing for Beginners podcast. In today's show, we discuss more back to basics of investing. In this episode, we focus on share buybacks and their impact. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/25/201741 minutes, 13 seconds
Episode Artwork

IFB43: Back to the Basics Pt 1: The Anatomy of Stocks and Shares

Welcome to episode 43 of the Investing for Beginners podcast. In today's show, we will be discussing the anatomy of stocks and shares, part 1. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/18/201736 minutes, 33 seconds
Episode Artwork

IFB42: Non U.S. Listeners: Is an International Stock Exchange Your Best Bet?

Welcome to episode 42 of the Investing for Beginners podcast. In today's show, we will do a Q&A with listener's questions. With the focus being on international investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
12/11/201736 minutes, 6 seconds
Episode Artwork

IFB41: What I've Learned from My Biggest Stock Losers Up to This Point

Learn more about your ad choices. Visit megaphone.fm/adchoices
12/1/201753 minutes, 42 seconds
Episode Artwork

IFB40: Top 7 Money Tips from The Richest Man in Babylon Audio Book

Welcome to episode 40 of the Investing for Beginners podcast. In today's show, we discuss the book "The Richest Man in Babylon" by George S. Clasen. This book is a must-read for anyone who is serious about becoming better at personal finance. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/24/201739 minutes, 24 seconds
Episode Artwork

IFB39: Simple Tax Shelter: Tax Saving Instruments for Your Investments

Welcome to episode 39 of the Investing for Beginners podcast. In today's show, we will discuss brokerage accounts, IRAs, and taxes among other items. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/17/201750 minutes, 49 seconds
Episode Artwork

IFB38: Financial Reporting and Press Releases Interview with Maj Soueidan

Welcome to episode 38 of the Investing for Beginners podcast. In today's show, we will discuss financial reports, press releases and information arbitrage with Maj Soudeidan. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/10/201750 minutes, 58 seconds
Episode Artwork

IFB37: 5 Practical Peter Lynch Quotes for the Aspiring Beginner

Welcome to episode 37 of the Investing for Beginners podcast. In today's show, we will discuss Peter Lynch and some of our favorite quotes. Learn more about your ad choices. Visit megaphone.fm/adchoices
11/3/201733 minutes, 9 seconds
Episode Artwork

IFB36: Should You Buy Tesla Stock in this Bull Market?

Welcome to episode 36 of the Investing for Beginners podcast. In today's show, we will discuss whether investing in Tesla is a good investment or not. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/27/201737 minutes, 47 seconds
Episode Artwork

IFB35: A Thorough Breakdown of the Dividend Discount Model

Welcome to episode 35 of the Investing for Beginners podcast. In today's show, we will break down the dividend discount model for you. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/20/201741 minutes, 37 seconds
Episode Artwork

IFB34: The Truth about Analyst Reports Interview with Sasha Evdakov

Welcome to episode 34 of the Investing for Beginners podcast. In today's episode, we will discuss analyst reports with Sasha Evdakov of Tradersfly.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/13/201738 minutes, 22 seconds
Episode Artwork

IFB33: Before Investing in Real Estate... Check out REITs

Welcome to episode 33 of the Investing for Beginners podcast. In today's show, we will discuss REITs and whether or not they are a good investment for you. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/6/201735 minutes, 42 seconds
Episode Artwork

IFB32: An Example Buy and Sell Stock Checklist

Welcome to episode 32 of the Investing for Beginners podcast. In today's show, we discuss stock checklists and the importance of them. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/29/201753 minutes, 32 seconds
Episode Artwork

IFB32: An Example Buy and Sell Stock Checklist

Welcome to episode 32 of the Investing for Beginners podcast. In today's show, we discuss stock checklists and the importance of them. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/29/201753 minutes, 32 seconds
Episode Artwork

IFB31: Millionaire Jobs: Interview with the Engineer Who Did it in 10 Years

Welcome to episode 31 of the Investing for Beginners podcast. In today's show, we will be discussing how to become a millionaire in 10 short years. In this episode, we are interviewing Justin from rootofgood.com, who has found financial freedom at a very young age. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/22/201749 minutes, 3 seconds
Episode Artwork

IFB30: Quotes of Wisdom from Baupost Group's Seth Klarman

Welcome to episode 30 of the Investing for Beginners podcast. In today's show, we discuss some of the timeless wisdom of Seth Klarman. One of the finest value investors out there, he has loads of great quotes and advice to help make you a better investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/15/201730 minutes, 43 seconds
Episode Artwork

IFB29: Betrayal by Recency Bias and Other Psychological Factors

Welcome to episode 29 of the Investing for Beginners podcast. In today's show, we will discuss some of our thoughts on biases that can affect your investment decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices
9/8/201735 minutes, 28 seconds
Episode Artwork

IFB28: To Pay, or not to Pay for Investment Services

Welcome to episode 28 of the Investing for Beginners podcast. In today's show, we will discuss Andrew's eLetter service and a response to a note written by a listener in regards to that service. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/25/201747 minutes, 57 seconds
Episode Artwork

IFB27: 6 Unconventional Investing Principles for Beginners

Welcome to episode 27 of the Investing for Beginners podcast. In today's show, we are going to discuss some of Andrew's 6 unconventional investing principles. These are some great ideas that are not talked about enough and can help you in your investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/18/201750 minutes, 57 seconds
Episode Artwork

IFB26: Combining Earnings Yield and the Return on Capital Formula

Welcome to episode 26 of the Investing for Beginners podcast. In today's show, we discuss the Magic Formula and how it is put together. We break down the numbers and formulas to help you understand this great tool. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/11/201739 minutes, 40 seconds
Episode Artwork

IFB25: Tulip Mania, Intrinsic Value, and the Student Loan Bubble

Welcome to session 25 of the Investing for Beginners podcast. In today's session, we discuss to the formation of bubbles and how they operate. Using the lessons learned from Tulip Mania we talk about the bubble that is forming around student loan debt. Learn more about your ad choices. Visit megaphone.fm/adchoices
8/5/201744 minutes, 11 seconds
Episode Artwork

IFB24: Examples of Everyday Investors who became Millionaire Investors

Welcome to session 24 of the Investing for Beginners podcast. In today's show, we discuss some real life examples of people investing in the stock market and making it big.  Learn more about your ad choices. Visit megaphone.fm/adchoices
7/28/201731 minutes, 35 seconds
Episode Artwork

IFB23: Warren Buffett Investment Advice to the Average Investor

Welcome to session 23 of the Investing for Beginners podcast. In today's show, we discuss some of our favorite Warren Buffett quotes and the impact they have had on us. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/21/201746 minutes, 37 seconds
Episode Artwork

IFB22: Finding Investment Ideas with a Reliable Stock Screener

Welcome to session 22 of the Investing for Beginners podcast. In today's session, we discuss stock screeners and how to use them to find great investment ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/12/201738 minutes, 16 seconds
Episode Artwork

IFB21: The Benjamin Graham for Finding a Margin of Safety

Welcome to session 21 of the Investors for Beginners podcast. In today's session, we continue our discussion of the seminal book, the Intelligent Investor. In today's show, we talk about Chapter 20, which includes topics such as calculating a margin of safety. Which is arguably one of the most important subjects ever written. Learn more about your ad choices. Visit megaphone.fm/adchoices
7/3/201727 minutes, 26 seconds
Episode Artwork

IFB20: The Intelligent Investor Summary of Chapter 8 and Mr. Market

Welcome to the Investing for Beginners podcast. In today's session we discuss the Intelligent Investor and we are going to focus on one of Warren Buffett's favorite chapters. This chapter discusses Mr. Market among other great topics, such as diversification, Dow Theory, and charactaristics of a bull market. Join us to learn more about this amazing book and we will continue next week with Chapter 20. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/15/201742 minutes, 57 seconds
Episode Artwork

IFB19: Portfolio Management as it Relates to Dollar Cost Averaging

Welcome to session 19 of the Investing for Beginners podcast. In today's session, we discuss how to manage your portfolio as it relates to dollar cost averaging. This very important strategy can help smooth out your returns and allow you to add smaller amounts to the market and increase your returns over time. Learn more about your ad choices. Visit megaphone.fm/adchoices
6/8/201743 minutes, 57 seconds
Episode Artwork

IFB18: Your Path to Financial Freedom Explained

Welcome to session 18 of the Investing for Beginners podcast. In today's show, we discuss the ideas and methods behind starting down the path of financial freedom. Each person's path is going to be a little different, but the basic ideas and philosophies are all going to be the same. Save money, invest it, watch it grow and enjoy your life. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/31/201730 minutes, 22 seconds
Episode Artwork

IFB17: Cash Flow Statement: Operating Activities, Investing, and Financing

Welcome to session 17 of the Investing for Beginners podcast. Today we talk all things cash flow statement. We give you a run down on how to read a cash flow statement and what to look for, and what to look out for. This is an interesting discussion as we dive deep into Berkshire Hathaway's cash flow statement. This statement provides us with the free cash flow that the company can use to reinvest or pay us a dividend. Join us to learn more about cash flow statements and how to unravel some of their mysteries Learn more about your ad choices. Visit megaphone.fm/adchoices
5/24/201746 minutes, 56 seconds
Episode Artwork

IFB16: The Stock Market Has Seen the Snapchat Stock Story Before

Thank you for joining us for session 16 today. In today's session, Andrew and I are going to discuss IPOs and the dangers of investing in unknown company's like Snapchat. With the recent earnings report, which was the first since Snapchat had gone public, the stock tanked 20% in one day and has not done well since its IPO. Andrew and I discuss why and how you can avoid these value traps in your investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/17/201730 minutes, 48 seconds
Episode Artwork

IFB15: What Other Investing Strategies Are Out There?

Welcome to session 15 of the Investing for Beginners podcast. In today's session we chat with Allan, who is a new investor, just started two weeks ago. He has some great questions for us today and the main discussion centers around the different styles of investing out there. Of course, Andrew and I have fun taking turns talking about some of the other strategies, in addition to value investing, which is our main style. Join us as we discuss the different styles as well as many other topics, such as dividend investing, shorting stocks and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/10/201754 minutes, 5 seconds
Episode Artwork

IFB14: Why Investing Metrics Are More of a Guideline than a Blueprint

Welcome to session 14 of the Investing for Beginners podcast. In today's show, we discuss why investing metrics are a guideline as opposed to a blueprint. We go into depth on why you use these metrics to guide you, not make your decisions for you. We also discuss some other great topics, such as dividends, stock screeners, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/3/201752 minutes, 54 seconds
Episode Artwork

IFB13: The Unreliability of Forward P/E and 10% Dividend Stocks

In session 13 we have a Q&A with Steven who is a beginning investor with some terrific questions about dividends and the forward P/E. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/26/201744 minutes, 46 seconds
Episode Artwork

IFB12: The Validity of Scuttlebutt Investing and Qualitative Analysis

Quantitative investing versus qualitative is an ongoing battle but utilizing scuttlebutt investing and numbers is a great way to find awesome companies. In today's session, Andrew and I discuss our thoughts on quantitative versus qualitative. Andrew is very much a numbers guy and I am more a mix of the two. We both agree that using scuttlebutt has its merits but should be used in conjunction with quant investing. If you are enjoying this podcast please subscribe here.  Learn more about your ad choices. Visit megaphone.fm/adchoices
4/19/201735 minutes, 8 seconds
Episode Artwork

IFB11: A Complete Guide to the Most Useful Stock Valuation Methods

Using stock valuation methods to discover and screen for great companies is a great way to find investment opportunities. In this session, we will talk about seven of the stock valuation methods that we use to help us be better investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/12/20171 hour, 9 minutes, 21 seconds
Episode Artwork

IFB10: Making a Quant Investing Approach Inspired by Baseball Sabermetrics

Baseball and value investing have more in common than you would think. The study of numbers or sabermetrics has had a huge influence on baseball. Similarly, there has been a tremendous influence from quant investing in value investing. Warren Buffett is a very big fan of baseball and he has used that influence to adapt several philosophies from baseball to his investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
4/5/201740 minutes, 29 seconds
Episode Artwork

IFB09: Myths about Dividend Paying Blue Chip Stocks

In today's session, we look at the definition of a Blue Chip stock and how the dividend's that you collect from these companies can help grow your wealth. We also look at whether a company is shareholder friendly or not nad how this can affect you. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/29/201742 minutes, 23 seconds
Episode Artwork

IFB08: Debunking Flawed Efficient Market Hypothesis Assumptions

In this session, we discuss the efficient market hypothesis and discover what their theories are. We also look at the efficient market hypothesis assumptions and how we think they are wrong. This will be a lively discussion. If you have any question you would like answered, please reach out to us. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/22/201746 minutes, 13 seconds
Episode Artwork

IFB07: Creating Portfolio Income with Ben Reynolds of Sure Dividend

Today's session will discuss the creating of portfolio income with dividend expert Ben Reynolds of Sure Dividend. In this session, Ben explains how dividends work, what the best dividend stocks to invest in and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/15/201746 minutes, 41 seconds
Episode Artwork

IFB06: 4 Things the Financial Services Industry Will Never Admit

Find out what 4 things the financial services industry will never admit to. Just because they manage your money doesn't mean the financial services industry isn't out to make themselves richer. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/8/201729 minutes, 4 seconds
Episode Artwork

IFB03: Doesn't Stop Loss Contradict Buy and Hold

Having an exit strategy when you sell is almost as important as your buy strategy. This is where having a stop loss is so important. We will discuss this and much more in this session Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201730 minutes, 3 seconds
Episode Artwork

IFB02: Why Timing the Market Wrong Doesn't Matter that Much

Timing the market doesn't matter and in this podcast we will discuss why. And how to make decisions on when you should make your investments. We will discuss this and more in today's session Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201747 minutes, 44 seconds
Episode Artwork

IFB04: Why DRIP Investing Your Stocks Should be Integral to Your Investing

DRIP investing is one of the untapped resources to investors. It can be one of the keys to growing your wealth. Compounding is one the eight wonders of the world, according to Albert Einstein. Utilizing it with DRIP investing is a great way to double compound your investments. We will discuss this and much more in today's session. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201743 minutes, 52 seconds
Episode Artwork

IFB01: Optimal Portfolio Diversification for Sectors and Individual Stocks

Having optimal portfolio diversification for beginners is one of the most difficult strategies to understand. We will discuss this and much more in this session Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201749 minutes, 17 seconds
Episode Artwork

IFB05: Going 100% Stocks Even As a Conservative Investor

Learn about which asset allocations that could be right for the conservative investor. Find out about value investing returns versus the markets as well as the differences in IRAs and what is best for your portfolio. Learn more about your ad choices. Visit megaphone.fm/adchoices
3/1/201746 minutes, 47 seconds