The Investing for Beginners Podcast - Your Path to Financial Freedom IFB301: Capital Allocation: The Number One Job for CEOs and Its Impact on Investing Performance
Aug 31, 2023
Topics discussed in this podcast include calculating financial ratios, recommended investing books, lump sum vs dollar cost averaging, WACC/hurdle rate and its importance in calculating personal returns, sensitivity of hurdle rates to prevailing interest rates, and the consideration of operating leases as debt. The podcast emphasizes the value of calculating financial ratios oneself, provides book recommendations like 'Investment Gurus' and 'Psychology of Money', and explores the significance of capital allocation in investing performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Understanding Financial Metrics and the Importance of Calculation
02:57 • 4min
Stewarding Wealth and Finding Great Businesses with a Margin of Safety
07:07 • 3min
Books on Investing: Recommendations and Insights
10:00 • 12min
Books on Capital Allocation and Evaluation in Finance
22:04 • 4min
Investing a Large Sum in the Stock Market
26:22 • 22min
The Importance of Capital Allocation and Its Impact on Investing Performance
48:38 • 3min