Welcome to the Investing for Beginners podcast, where we simplify the world of investing. Today, we explore the PIVOTT framework, a powerful tool for enhancing your investment strategy. Join us as we dive into idea generation, a crucial step for stock pickers at any level, and discover actionable insights to boost your portfolio. 00:00:00 - Introdu…

Welcome to the "Investing for Beginners" podcast, where we explore essential strategies for successful investing. In this episode, we introduce the PIVOT framework, focusing on portfolio management, diversification, and balancing risk and reward to enhance your investment journey. 00:00:00 - Introduction to podcast and unique episode format. 00:00:…

Understanding stock valuation is crucial for investors. In this episode of the Investing for Beginners podcast, we explore valuation basics, stock-based compensation, and why Warren Buffett emphasizes buying stocks like he buys socks—when they're on sale. [00:00:50] Introduction to valuation and stock-based compensation concepts. [00:01:11] Buying …

In this episode of the Investing for Beginners podcast, Andrew and Dave delve into the payments industry, exploring its significance for investors. They discuss the evolution of payment systems, investment opportunities, and the impact of digital transactions on the global economy. 00:00:50 - Andrew interviews Dave on payments as a financial expert…

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave explore Alphabet Inc., the parent company of Google and YouTube. They discuss Alphabet's impressive 19% average revenue growth over the past decade, its competitive advantages, and potential challenges, including legal scrutiny and AI competition. 00:00:51 - Introduction …

oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives. - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove. - 00:01:18…

Welcome to the Investing for Beginners podcast, Episode 366. Today, we tackle two insightful listener questions about navigating stock market losses and strategic investment decisions. We also delve into Crown Castle's business shifts and Google's ongoing legal challenges with the DOJ. 00:00:54 - Listener asks about recovering from pandemic-related…

In this episode of the Investing for Beginners Podcast, we explore essential financial metrics that every investor should understand. From market cap and dividend yield to PE ratios and ROI, learn how these metrics can guide your investment decisions and strategies. [00:00:32] Introduction to financial metrics that matter for investors. [00:01:00] …

Join us on Investing for Beginners as we tackle listener questions on crucial topics like IRA investing with VA stipends, deciphering debt-to-equity ratios, and understanding key valuation metrics like price-to-book and price-to-sales. Learn practical tips for analyzing company financials and making informed investment decisions. 00:00:51 - 00:01:1…

Welcome to the Investing for Beginners podcast. In this episode, we're tackling the crucial question: how to start learning to invest. Whether you're a complete novice or looking to refine your approach, we'll explore practical tips, recommended resources, and strategies to help you begin your investing journey with confidence. Let's dive into the …

Welcome to the Investing for Beginners podcast. Today, we're taking a bird's-eye view of Alibaba (BABA), the Chinese e-commerce giant. We'll explore its business model, financials, and potential risks. Whether you're considering investing or just curious about this tech behemoth, join us as we break down the key factors every investor should know a…

Welcome to the Investing for Beginners podcast, episode 362. Today, Dave and Andrew explore the concept of competitive advantage period (CAP), a valuation tool associated with Michael Mauboussin. They'll discuss how CAP helps explain why certain businesses maintain higher valuations over longer periods and its implications for investors. [00:00:32]…

Welcome to the Investing for Beginners podcast. Today, we're joined by financial educator Brian Feroldi to discuss Warren Buffett's perspective on earnings per share. We'll explore why EPS might be overrated and dive into the importance of return on capital metrics for investors. [00:01:14] Buffett's view: Earnings per share is overrated compared t…

Learn how to accurately estimate revenue growth in discounted cash flow (DCF) models, a crucial yet challenging aspect of company valuation. Discover techniques to minimize bias and improve accuracy, ensuring your investment decisions are based on solid financial analysis. 00:00:46 - Introduction to DCF Discussing revenue growth estimation in DCF m…

Discover what to do when your stocks are automatically sold due to margin calls or account settings. Learn how to prevent unexpected sales and manage your portfolio effectively to avoid future issues. 00:00:38 - Listener Questions Introduction Addressing concerns about unexpected stock sales and solutions. 00:01:10 - Portfolio Auto-Sell Incident Li…

Join us in Episode 359 of the Investing for Beginners Podcast as we explore strategies to stay updated on your investments efficiently, balancing your busy life with smart, time-saving techniques. 00:00:51 - Staying Updated Efficiently Tips for tracking investments without excessive time commitment. 00:01:38 - Use Broker Alerts Set alerts for compa…

Join us in Episode 358 of the Investing for Beginners Podcast as we explore the concept of the circle of competence, inspired by Warren Buffett, to enhance your investment strategy and decision-making. 00:00:51 - Circle of Competence Introduction Understanding your investment strengths and limitations. 00:01:12 - Origin of the Concept Popularized b…

Join us as we explore the thrills and spills of investing! We discuss navigating the emotional rollercoaster of 100% gains and the art of bouncing back from losses. Finding 100% Gainers: The hosts discuss different approaches to finding stocks that could potentially double in value, focusing on sustainable growth vs. rapid price appreciation. (0:01…

oin us as we demystify tech investing with special guest Eric Flaningam from Generative Value. Learn how to apply value investing principles to find long-term winners in this exciting sector. (0:00-1:00) Introduction of guest Eric, a tech-focused value investor. ( 1:00-2:00) Why stocks? Eric finds intellectual challenge and future-predicting aspect…

Join us for Episode 356 of the Investing for Beginners podcast, where Dave and Andrew explore high-ROI companies with over $2 billion market cap, offering insights into their impressive financial metrics. [00:00:51] Criteria for Selection Companies selected have a return on equity (ROE) of 377% or higher. [00:01:20] Discussion Approach Dave and And…

In this episode of the Investing for Beginners podcast, hosts Dave and Andrew explore the intricacies of investing in banks, discussing their economic significance, profitability, and the complexities of bank terminology and financial statements. [00:00:50] Why Invest in Banks? Discussion on the profitability of investing in banks and their substan…

The podcast "Investing for Beginners" episode 354 explores analyzing DraftKings (DKNG) stock, focusing on navigating the highly regulated sports betting industry, growth potential, and investment strategies. 00:00:32 - Introduction to the podcast and listener question about analyzing DraftKings and the sports betting industry. 00:01:31 - Initial re…

Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 - 0:50] Introduction Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists…

Welcome to the Investing for Beginners podcast, episode on capital allocation. Join Dave and Andrew as they explore the importance of capital allocation in investing, discussing its impact on company performance and shareholder returns. 00:00:38 - Introduction to capital allocation and its importance 00:01:26 - Definition and overview of capital al…

Welcome to the Investing for Beginners podcast, episode 352. Join Dave and Andrew as they answer listener questions about investing strategies, portfolio management, and stock picking in this informative and engaging discussion. Summary with timestamps: 00:00:00 - Introduction and overview of the episode 00:00:42 - Question about tools and resource…

In this episode, we chat with Pieter, founder of the Compounding Quality newsletter, as he shares insights on quality investing, identifying great businesses, and his journey in the world of stocks. 00:00 - 00:07: Introduction of Pieter and his credentials, including his newsletter and book on quality investing. 00:08 - 02:37: Pieter explains why h…

In this episode of the "Investing for Beginners" podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing. 00:00 - 00:32: Introduction Dave welcomes listeners to th…

In this episode of the Investing for Beginners podcast, Dave welcomes Thomas Chua, the founder of Steady Compounding, to discuss the principles of long-term investing. Thomas shares his journey from discovering investing through books to building a successful investment philosophy centered on steady compounding. Tune in to learn why focusing on the…

In today's episode, Evan joins us to discuss crucial financial concepts that can impact your long-term success. He shares his experience of managing a significant income increase, the importance of proactive financial habits, and the benefits of investing early. Learn about avoiding common pitfalls and making smarter financial decisions. Dive in! 0…

Hey there, beginner investors! In this episode of The Investing For Beginners Podcast, host Dave explores Hamilton Helmer's "Seven Powers" framework for sustainable competitive advantage. The seven powers include Scale Economies, Network Economies, Counter Positioning, Switching Costs, Branding, Cornered Resource, and Process Power, with real-world…

Hey there, beginner investors! In this episode of The Investing for Beginners Podcast, Giuliano Mana from Argentina discusses the importance of reading, building mental models, and applying interdisciplinary wisdom to investing. We explore insights from thinkers like Charlie Munger and analogies between business and nature. Don't miss this enlighte…

Welcome to The Investing For Beginners Podcast! Dave and Matt Cochrane discuss the wealth-generating potential of the US stock market, focusing on economic moats in companies like Berkshire Hathaway, Amazon, and Google. Matt emphasizes evaluating moats, track records, and market disruption, sharing tips and early investment lessons for robust strat…

Welcome to The Investing For Beginners Podcast! Kris Heyndrikx from Potential Multibaggers shares insights on investing, emphasizing company management and visionary leadership. With a background in linguistics, journalism, and teaching, Kris values reading, writing, and minimizing luck in investing. He discusses companies like Nubank and Shopify a…

Welcome to The Investing For Beginners Podcast! I'm your host, Dave. Today, Brian Feroldi from Long Term Mindset shares wisdom on stock fundamentals, company moats, and financial statements. Whether you're a novice or seasoned investor, tune in for actionable insights and secrets to successful investing. Check the show notes for more! 00:00 Researc…

Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enj…

Welcome to The Investing For Beginners Podcast! I'm Andrew, with co-host Dave. Today, we dive into budgeting, financial management, and our Personal Finance Kickstart Program. Learn to prioritize giving, adopt an abundance mindset, and enjoy guilt-free spending. Join us to improve your financial health and achieve freedom. Let's get started! 00:00 …

Welcome to The Investing For Beginners Podcast! In "Sell Rules," Dave and Andrew discuss critical stock selling decisions, emphasizing slow, strategic actions and avoiding reactionary choices. They share sell rules, real-world examples, and the importance of understanding company fundamentals and debt management. Tune in for valuable insights on re…

Welcome to "The Investing For Beginners Podcast." Host Dave and guest Kyle Grieve discuss value investing, emphasizing continuous learning, reading, and building investor relationships. Kyle shares his focus on high-quality small and nano-cap businesses, the importance of due diligence, networking, and starting with small investments. Tune in for p…

Welcome to "The Investing For Beginners Podcast"! In today's episode, hosts Dave and Andrew explore competitive advantages and business moats. They discuss strategies of Costco, Amazon, and Microsoft Azure, examine switching costs with banks and Intuit, and highlight intangible assets using Starbucks and Coca-Cola as examples of brand power. 00:00 …

Welcome back to The Investing For Beginners Podcast! Join Dave, with special guests Jeff and Jason from Investing Unscripted, as they explore diverse investment strategies. We'll cover spreadsheet analysis, cash flows, market trends, and the psychology of investing. Learn from their personal journeys and gain practical insights to make informed fin…

Welcome back to The Investing For Beginners Podcast! Dave and Andrew explore the range of outcomes in investing, focusing on different companies and industries' risk and reward levels. We'll discuss strategies, tech startups, total addressable markets, and high-risk ventures like DraftKings. Join us for insightful investment guidance. Let's dive in…

Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from "Chit Chat Stocks." They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They em…

Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle…

In this podcast episode, Tyler Nash discusses his investment in Skyworks, a semiconductor company linked to Apple. He highlights opportunities, risks, financial performance, and market dependencies. Comparisons to competitors like Texas Instruments and Qualcomm are made, along with broader semiconductor industry risks. The episode also covers inves…

In this podcast episode, Andrew and Dave discuss "yellow flags" in investing, such as leadership changes, negative events, financial concerns, and slowing revenue growth. They use real-world examples like PayPal, Microsoft, and Square to illustrate the impact on company trajectory and emphasize the importance of observing these indicators for infor…

Welcome to Episode 350 of The Investing For Beginners Podcast! Today, Andrew and Dave delve into the intriguing world of international and tech investments. We'll kick things off by addressing a listener's question about investing in foreign companies and the unique challenges it presents, using TSMC's ADR as a case study. We’ll explore the impact …

[00:00:00] – Welcome to another episode of the Investing for Beginners Podcast. In today's installment of our "Back to the Basics" series, hosts Andrew and Dave dive into the topic of efficient markets. What exactly is the Efficient Market Hypothesis, and how does it influence your investment strategy? Our hosts break down the theory, explore its o…

Welcome to Episode 349 of the Investing for Beginners Podcast! In this episode, Dave and Andrew delve into the fascinating world of investing, addressing listener questions on topics ranging from stock splits to portfolio diversification. They share insights on maintaining interest in investing, the impact of liking the players in your portfolio, a…

Welcome to The Investing For Beginners Podcast! In this episode titled "How to read a 10-K," Dave and Andrew dive deep into the world of annual reports, discussing the critical role a 10-K plays in helping investors understand a company's performance and risks. They share their approaches to navigating complex financial information, filtering compa…

Welcome to "The Investing For Beginners Podcast." In today's episode, we welcome Scott Hanson, co-founder and vice chair of Allworth Financial. As a fiduciary advisor with extensive experience in financial planning, Scott provides valuable insights on several key topics. We'll discuss recent Department of Labor regulations emphasizing fiduciary res…