PLAY PODCASTS
The Investing for Beginners Podcast - Your Path to Financial Freedom

The Investing for Beginners Podcast - Your Path to Financial Freedom

787 episodes — Page 10 of 16

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 [email protected] 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

Apr 13, 202325 min

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 [email protected] 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

Apr 10, 202328 min

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 [email protected] 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

Apr 6, 202341 min

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 [email protected] 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

Apr 3, 202340 min

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 [email protected] 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

Mar 30, 202340 min

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 [email protected] 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

Mar 27, 202357 min

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 [email protected] 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

Mar 23, 202327 min

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 [email protected] 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

Mar 20, 202325 min

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 [email protected] 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

Mar 16, 202330 min

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 [email protected] 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

Mar 13, 202334 min

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 [email protected] 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

Mar 9, 202325 min

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 [email protected] 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

Mar 6, 202324 min

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 [email protected] 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

Mar 2, 202347 min

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 [email protected] 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

Feb 27, 202334 min

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 [email protected] 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

Feb 23, 202325 min

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 [email protected] 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

Feb 20, 202332 min

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 [email protected] 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

Feb 16, 202326 min

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 [email protected] 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

Feb 13, 202334 min

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 [email protected] 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

Feb 9, 202337 min

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 [email protected] 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

Feb 6, 202331 min

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 [email protected] 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

Feb 2, 202323 min

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- [email protected] 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 [email protected] 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

Jan 30, 202344 min

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 [email protected] 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

Jan 26, 202328 min

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 [email protected] 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

Jan 23, 202340 min

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 [email protected] 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

Jan 19, 202341 min

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 [email protected] 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

Jan 16, 202332 min

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 [email protected] 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

Jan 12, 202322 min

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 [email protected] 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

Jan 9, 202332 min

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 [email protected] 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

Jan 5, 202332 min

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 [email protected] 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

Jan 2, 202352 min

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 [email protected] 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

Dec 29, 202235 min

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 [email protected] 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

Dec 26, 202231 min

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 [email protected] 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

Dec 22, 202233 min

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 [email protected] 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

Dec 19, 202241 min

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 [email protected] 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

Dec 15, 202230 min

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 [email protected] 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

Dec 12, 202232 min

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 [email protected] 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

Dec 8, 202239 min

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 [email protected] 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

Dec 5, 202242 min

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 [email protected] 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

Dec 1, 202235 min

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 [email protected] 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

Nov 28, 202242 min

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 [email protected] 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

Nov 24, 202233 min

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 [email protected] 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

Nov 21, 202235 min

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 [email protected] 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

Nov 17, 202226 min

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 [email protected] 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

Nov 14, 202237 min

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 [email protected] 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

Nov 10, 202234 min

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 [email protected] 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

Nov 7, 202246 min

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 [email protected] 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

Nov 3, 202235 min

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 [email protected] 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

Oct 31, 202230 min

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 [email protected] 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

Oct 27, 202224 min

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 [email protected] 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

Oct 24, 202227 min