The Investing for Beginners Podcast - Your Path to Financial Freedom

Understanding Investment Frameworks: Jeff and Jason’s Ideas from Investing Unscripted

Jul 8, 2024

Join Jeff and Jason from Investing Unscripted as they discuss investment frameworks, decision-making in companies, tech investments, valuation analysis, personal strategies, bias in long-term investing, and community support in the stock market.

53:09

Episode guests

Jason

Jeff

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Episode notes

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Quick takeaways

Thorough research is essential for informed investment decisions, understanding company performance and industry trends.

Overcoming biases like anchoring on past prices, managing emotions, and focusing on rational analysis is crucial.

Adapting investment processes, continuous learning, and refining strategies are key to evolving as investors.

Deep dives

Key Takeaway: Importance of Researching Before Making Decisions

It is crucial to conduct thorough research before making investment decisions. The hosts emphasize the importance of understanding a company's key performance indicators, trends over time, and the overall industry landscape to make informed investment choices.

Intro

2min

Navigating the Decision-Making Process for Investing in Companies

6min

Navigating Tech Investments and Overcoming Podcast Challenges

9min

Strategic Investing and Valuation Analysis

9min

Valuing Companies and Personal Investment Strategy Discussion

3min

Navigating Bias and Anchors in Long-Term Investing

22min

Community Support in Investing and Stock Market Guidance

2min

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 financial decisions. Enjoy the show!

00:00 Struggling with when to decide on companies.

03:45 Investors face tough decisions, different answers needed.

07:53 Material info drives investment decisions, monitor quarterly.

09:47 Research, learn from experts, diversify, acknowledge ignorance.

14:29 Planning for market volatility in investing strategy.

19:08 Monitor stock value, consider historical performance.

20:05 Reassessing stock value with AI's future impact.

25:01 Pattern seeking humans struggle in complex markets.

29:10 Brief process: choose interesting, not boring stocks.

31:45 Monitor trends, understand KPIs, follow management.

35:29 Auto industry, except Tesla, not profitable investment.

38:49 Both processes seek same things differently visually.