
The Investing for Beginners Podcast - Your Path to Financial Freedom
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
Latest episodes

Jun 5, 2025 • 58min
Life as a Buy Side Investor with Dan Boston
Dan Boston, an investor at Polar Capital specializing in international small-cap companies, discusses the art of small-cap investing. He shares his journey from a self-taught investor to managing capital funds, stressing the importance of understanding a company’s fundamentals. Dan highlights the global realignment's impact on investment strategies, showcasing small-cap stocks as promising opportunities. He offers practical tips for young investors, emphasizing mentorship and the value of continuous learning in navigating today's shifting market dynamics.

Jun 3, 2025 • 43min
AAR00 - Welcome to At Any Rate. Let's Get to Know Each Other
Evan Wright, a mechanical engineer and personal finance enthusiast, introduces his new segment, 'At Any Rate,' aimed at simplifying finance for beginners. He tackles common myths about personal finance and emphasizes that enjoying life doesn’t have to clash with financial security. Listeners learn to redefine spending as investing in happiness, find their own definition of 'enough,' and explore sustainable financial changes. Evan encourages manageable steps towards long-term growth while enjoying the journey—a refreshing perspective on personal finance.

Jun 2, 2025 • 46min
Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty
Dave and Andrew explore the earnings of McKesson and Crocs, diving into market positions and growth potential. They discuss the impact of changing pharmaceutical pricing policies and tariffs on these companies. The analysis highlights McKesson's financial health in pharmaceutical distribution and Crocs' consumer-centric approach. Insights from financial metrics and current market uncertainties are also shared, encouraging listeners to consider strategic investments while utilizing tools like FinChat for deeper research.

May 29, 2025 • 54min
American Express: A Deep Dive into Its Business Model and Moat
Brett Schafer, co-host of the Chit Chat Stocks podcast and writer at Chit Chat Stocks Substack, joins the conversation to explore American Express's unique business model. They highlight its dual role as both credit card issuer and payment processor, revealing robust revenue streams. The discussion also covers brand equity, strategic partnerships, and the company's resilience amid competition and emerging risks. Brett shares insights on investment strategies and the importance of key performance indicators for gauging future growth.

May 26, 2025 • 1h 15min
Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
Join a fascinating discussion about the Berkshire Hathaway annual meeting, where Warren Buffett's surprising announcement took center stage. Insights into the leadership transition to CEO Greg Abel reveal mixed sentiments about the company's future. Explore intrinsic value and its crucial role in investment strategies, alongside practical tips for evaluating opportunities. The hosts share their journey in sourcing investment ideas and emphasize the importance of documenting a detailed investment thesis for successful portfolio management.

May 22, 2025 • 44min
Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption
Listeners dive into strategies for handling losing stocks and whether to sell or average down. They explore the importance of understanding underlying businesses over emotional decision-making. A discussion on personalized free cash flow estimates reveals various approaches for different industries. Insights are shared on managing a substantial inheritance and crafting a strong investment portfolio. Finally, a thought-provoking dialogue examines AI's disruptive potential in Google's search business and the evolving landscape of investment opportunities.

May 19, 2025 • 1h
The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy
Whit Huguley, portfolio manager at River Oaks Capital and microcap specialist, shares his insights into the overlooked world of microcap investing. He emphasizes the importance of finding A+ CEOs and building personal relationships for a competitive edge. Discover why boots-on-the-ground research can reveal hidden value and the significance of investing in niche markets. Huguley also offers strategies for navigating the inefficiencies of microcap markets and highlights how market volatility can present unique investment opportunities.

May 15, 2025 • 42min
Q&A: Selling During Volatility and Visualizing Net Working Capital
This discussion dives into the tricky terrain of selling stocks during market downturns, emphasizing strategic management. The hosts unpack the Discounted Cash Flow model, addressing its role in evaluating investments amid inflation. They also clarify the nuances of net working capital and its significance in financial statements. Additionally, concerns about insider stock sales are tackled, providing valuable insights into when such actions should raise red flags for investors.

May 12, 2025 • 57min
International Investing 101: ADRs, Foreign Markets, and Building Global Wealth
Brett Schaefer from the Chit Chat Stocks podcast shares insights on international investing and the advantages of portfolio diversification. He emphasizes starting with a 10% allocation in familiar markets, like Mexico and Europe, while avoiding unstable regions. The conversation covers the power of American Depository Receipts (ADRs) for accessing foreign stocks and highlights the complex differences between IFRS and US GAAP accounting standards. Schaefer also discusses the impact of currency fluctuations and the accessibility of international brokerages for beginner investors.

May 8, 2025 • 51min
Adobe: The Best Ideas are the Simplest
Explore the intriguing investment potential of Adobe, a unique player in the software market. Delve into the simplification of investment strategies, drawing parallels with industry giants like Microsoft. The discussion highlights Adobe's financial resilience and historical adaptability from hardware to SaaS. Listen as they tackle potential threats from AI competitors, while emphasizing the importance of understanding market sentiment. Finally, uncover the emotional challenges investors face and the significance of curiosity in making informed decisions.