Brian Feroldi, an investing expert and founder of Long Term Mindset, shares insights on 25 essential finance rules to sharpen your money management skills. He breaks down the 'rules of 72 and 70' for beginners, highlights the emotional factors influencing financial decisions, and emphasizes smart strategies for new parents navigating unique financial challenges. Feroldi also discusses the significance of minimizing investment fees and the importance of regular portfolio rebalancing, ensuring listeners are prepared for both present and future financial health.

Clay Finck chats with Brian Feroldi about the valuation mindset spectrum, and how investors can determine which valuation approach investors should use when analyzing a company.Brian Feroldi is an expert content creator in the investing space and a writer and contributor to the Motley Fool. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:32 - What the valuation mindset spectrum is.04:50 - The long history of value investing.10:00 - How investors should think about the valuation spectrum in regards to their own investment approach.14:47 - Different valuation methods investors can use in their toolkit.32:23 - Brian’s view on stock-based compensation.42:45 - His biggest lessons from the investing the past couple of years.46:27 - Where on the valuation mindset spectrum Brian prefers to invest.46:53 - Why venture capital investors largely ignore Buffett’s #1 rule of investing.52:43 - Brian’s updated reverse DCF analysis on Nvidia.59:21 - His updated assessment of MercadoLibre’s progress.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES Check out our newly released TIP Mastermind Community. Brian’s free resource to master valuation. Brian Feroldi’s book – Why Does the Stock Market Go Up? Brian Feroldi’s Newsletter. Brian Feroldi’s Youtube. Check out our recent episode covering The Passionate Pursuit of Lifelong Learning w/ Gautam Baid or watch the video here. Follow Brian Feroldi on Twitter. Follow Clay on Twitter. SPONSORSSupport our free podcast by supporting our sponsors: River Toyota Range Rover Vacasa AT&T The Bitcoin Way USPS American Express Onramp Found SimpleMining Public Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Brian Feroldi, a contributor from Long Term Mindset, shares his expertise in stock valuation and investment strategies. He discusses how to research companies effectively and the importance of analyzing cash flow for financial health. Feroldi emphasizes the significance of assessing company moats, or competitive advantages, and highlights the role of strong customer relationships in a company's success. He provides actionable tips for beginners on evaluating financial statements and encourages a long-term mindset for sustainable investing.

Learn about essential investing concepts like stock definitions, market behavior, and reasons for market recovery. Discover strategies for starting investing, the dominance of the US stock market, and the benefits of index funds. Explore the impact of fear and greed on decision-making, efficient investment solutions, and the resilience of the stock market post-crashes. Dive into the connection between recessions and innovation, with examples like Instagram and Uber.

In this episode I talk to Brian Feroldi. Brian is an incredible creator in the investing space. He Tweets about money, investing, and self-improvement. He also has a free newsletter with over 40,000 subscribers.Today Brian talks about his recent experience migrating his newsletter to ConvertKit. He’s also a member of the ConvertKit Sponsor Network. I haven’t said much about the Sponsor Network, so Brian shares how he’s using it to book sponsors.The bulk of our conversation, however, is about Twitter and how he’s grown his account to over 400,000 followers. Brian has an interesting idea using your Twitter profile as a sales page, and he explains why conversion rates are important. We also pull up my Twitter profile and Brian gives it a tear down live on the show.In this episode, you’ll learn:How to get more followers on TwitterTwitter profile strategies that increase your conversion rateWhy your Tweets aren’t getting more impressionsHow to write Twitter threads that people will shareLinks & Resources (H5)ConvertKit Sponsor NetworkSahil BloomJames ClearTim UrbanBlake BurgeAustin LiebermanBrian’s Links (H5)Brian’s newsletterFollow Brian on TwitterConnect with Brian on FacebookBrian is on InstagramCheck out Brian on YouTubeBrian’s LinkedIn page

Brian Feroldi, a financial expert, delves into Jimmy Buffett's success, The Motley Fool's marketing strategy, profitable business ideas for creators like back-office services and newsletter acquisition, and the untapped potential of LinkedIn ghostwriting.

#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more.Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com.Full show notes at: https://allthehacks.com/investing-checklist-brian-feroldi Partner DealsFor all the deals, discounts and promo codes from our partners, go to: allthehacks.com/dealsResources MentionedConnect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool ArticlesBrian's Site: Long Term MindsetOrder Brian’s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’tYouTube Video: Brian Feroldi’s Stock Investing Checklist: A Step By Step GuideBrian’s Investing Checklist: brianferoldi.com/checklist/Stock Investing Platforms mentioned: Interactive Brokers | M1 FinanceRhode Island Recommendations: Hemenway’s Restaurant | Waterfire Providence | Tilted Barn Brewery Books Referenced: Warren Buffet and the Interpretation of Financial Statements: The Search for the Company with Durable Competitive Advantage by Mary Buffett and David Clark The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey 100 Baggers: Stocks that Return 100-to-1and How to Find Them by Christopher W. Mayer  Full Show Notes(01:15) Chris Welcomes Brian to All The Hacks(01:25) Making Sense of the Current Market(03:06) Brian's Perspective on Calm and Volatile Times(04:13) Timing the Market vs. Dollar-Cost Averaging(06:35) Brian's Approach to Managing His Portfolio(08:27) The Art of Evaluating Risk(09:43) Crafting an Investor Policy Statement(12:20) Building an Effective Investing Checklist(16:25) Educating Yourself for Informed Company Selection(19:54) Balancing Passive Investment with Bold Bets(22:55) The Role of Price in Stock Investing(25:20) Demystifying Market Capitalization(27:12) Exiting Positions in Response to Market Cap Growth(28:31) Defining Exit Strategies and Keeping Investment Journals(30:52) Doubling Down: Knowing When to Reinforce Positions(33:35) Brian's Counterintuitive Investment Philosophy(36:22) Brian's Choice Trading Platform(39:01) Evaluating Company Performance(41:18) Online Resources for Comparative Analysis(41:58) Venturing into Higher-Risk Endeavors(43:53) Researching and Unearthing Asymmetrical Bets(45:34) Differing Vetting Processes for High-Risk and Low-Risk Investments(47:28) Brian's Watchlist: Five Intriguing Stocks(49:08) Book Recommendations from Brian(52:52) Contrarian View on Accelerated Mortgage Payment(52:52) Local Rhode Island Recommendations(54:24) Connecting with Brian OnlineConnect with All the HacksAll the Hacks: Newsletter | Website | Membership | EmailChris Hutchins: Twitter | Instagram | Website | LinkedInEditor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: investing, losing money hurts, pessimism, optimism, index funds, psychology, history, and building wealth. Whether you're a confident investor or weary of playing the market, there is still a lot to be learned when it comes to your investments. This week we are re-joined by friend of the podcast Brian Feroldi to discuss important truths and takeaways he’s learned as a decades-long investor, from navigating the psychology and history of the market, to focusing on longevity and simplicity rather than getting rich quick. When listening to this episode, remember that playing the market doesn’t have to be a complicated game, and no one should feel un-equipped to invest! Just be sure to understand that investing will never be a perfect journey, and preparing yourself for low points may help you make better decisions in the long run! Brian Feroldi: Website: brianferoldi.com Twitter: @brianferoldi Book: “Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren’t” By Brian Feroldi Timestamps: 0:41 - Introduction 4:27 - You Will Be Wrong 9:45 - Losing Money HURTS 12:54 - Humans Are Naturally Bad Investors 16:09 - Pessimism And Optimism 20:22 - The Power Of Index Funds 22:31 - The Power Of History And Psychology 24:45 - Avoiding Ruin Is A Skill 28:56 - Keeping It Simple 35:24 - To Build Wealth, You Need To Invest 37:50 - Conclusion Resources Mentioned In Today’s Episode: "Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger" by Charles T. Munger "The Psychology of Money: Timeless lessons on wealth, greed, and happiness" by Morgan Housel "Expectations Investing: Reading Stock Prices for Better Returns" by Michael J. Mauboussin Subscribe to The FI Weekly! More Helpful Links and Resources: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Keep learning or start a new side hustle with one of our educational courses Commission-Free Investing with M1 Finance

Brian Feroldi, a passionate financial educator and YouTuber, shares invaluable insights for tech professionals. He discusses the importance of due diligence when considering equity compensation from public tech companies. Learn how to balance the allure of startups with the stability of established giants like Google and Amazon. Brian emphasizes understanding key financial metrics and adopting conservative investing strategies. He also encourages a transition from an employee mindset to an investor perspective, stressing continuous learning and strategic decision-making.

Brian Feroldi, an expert in financial statement analysis, dives into the fundamentals of understanding balance sheets, income statements, and cash flow statements. He highlights the difference between GAAP and non-GAAP accounting using Walmart as a case study. Listeners learn the importance of analyzing historical data to spot trends and assess a company's growth potential. Feroldi emphasizes evaluating qualitative factors such as management quality and provides insights on balancing risk and reward in long-term investing strategies.