The Investing for Beginners Podcast - Your Path to Financial Freedom cover image

The Investing for Beginners Podcast - Your Path to Financial Freedom

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

Oct 5, 2023
37:14

Welcome to another episode of The Investing For Beginners Podcast! In today's episode, Dave and Andrew dive into a plethora of investment topics and provide valuable insights for listeners. They discuss Warren Buffett's management strategies, the importance of evaluating company performance, the role of soft skills and company culture, and much more. Join them as they delve into the world of investing and share their expertise on making sound investment decisions. Stay tuned for an enlightening and informative episode of The Investing For Beginners Podcast!

00:00:31 Equal percentage position sizing for diversified portfolio.

00:04:01 Adjusting & comfortable with Warren managing money. Recommended allocation starting at 5%. Don't focus on position sizing fluctuations.

00:09:00 Staggered reaction to market events, hedging explained.

00:10:09 Consistency in pension fund payments, long-term outlook. Expensive hedging alternative.

00:15:53 Analyze ROIC numbers over different time frames and CEOs.

00:19:52 Observing how management treats others is key.

00:22:29 Questioning sudden shift in importance and metric changes.

00:25:07 Allocation, mistakes, integration, diligence - important for success.

00:31:00 Use control F to search financial statements.

00:31:41 Wrap up conversation, subscribe, review, browse, grow, sign off.

Today's show is sponsored by:

Sign up today at butcherbox.com/beginners and use code BEGINNERS to receive ground beef for life plus $20 off your first order. 

Head to factormeals.com/investing50 and use code investing50 to get 50% off.

Get 55% off your Babbel subscription at Babbel.com/BEGINNERS.

Sign up for a one-dollar-per-month trial period at shopify.com/beginners.

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For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 

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