

The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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.
Episodes
Mentioned books

Jan 20, 2025 • 24min
IFB378: Expanding Your Circle of Competence - A Beginner's Guide
Explore how to expand your circle of competence through practical learning and overcoming fear. Discover Andrew's strategies for skill acquisition, and hear about Dave's journey in language learning. Understand the basics of financial statements and the Discounted Cash Flow model to bolster your investing confidence. Engaging with material is highlighted as key to mastering new skills. Dive into actionable advice that will inspire beginners to take charge of their financial education.

Jan 16, 2025 • 45min
IFB377: Restaurant Stocks: What 9 Years as an Owner/GM Taught Me About the Industry
Join us for an insider's look at restaurant industry investing with our expert who brings years of hands-on experience from dishwasher to management. Learn crucial metrics, understand the difference between franchise and corporate models, and discover how to evaluate restaurant stocks for your investment portfolio.[3:15] Unit growth and same-store sales are crucial metrics[12:30] Food and labor costs determine restaurant profitability fundamentals[18:45] Franchise versus corporate models: key differences explained[25:20] Location importance and real estate value in restaurant success[32:10] Technology impact and automation in restaurant operations[38:45] Customer taste evolution affects long-term restaurant success[42:30] Scalability challenges and operational efficiency discussed[48:15] Future trends and investment considerations in restaurant industryToday's show is sponsored by:Go to SHOPIFY.COM/beginners to start selling with Shopify today.Find great investments at Value SpotlightHave questions? Send them to newsletter@einvestingforbeginners.comStart learning how to value companies here: DCF Demystified LinkSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 13, 2025 • 43min
IFB376: Our Thoughts on SMCI, Position Sizing Based on Risk
Explore the nuances of portfolio management and risk assessment as experts break down strategies for evaluating high-growth tech stocks. Delve into the world of position sizing based on company life cycles, while examining the case of Super Micro Computer and its accounting concerns. The discussion also touches on the impact of delisting threats and highlights solid long-term investments like Microsoft and Costco. Plus, insights on how tech giants must evolve to maintain a competitive edge keep the conversation engaging and practical for all investors.

Jan 9, 2025 • 34min
IFB375: Missed NVIDIA or Netflix? Why FOMO Isn’t Always Bad
The podcast delves into the emotional rollercoaster of investing, focusing on the Fear of Missing Out (FOMO). Listeners learn that missing stocks like NVIDIA can be less painful than passing on Netflix. The discussion emphasizes the impact of emotional biases on investment choices. Strategies to combat FOMO are shared, highlighting the importance of trusting your investment plan. The episode also discusses industry trends and urges investors to embrace continuous learning for better financial decisions.

Jan 6, 2025 • 34min
IFB374: Understanding Sum of Parts Valuation - Breaking Down Complex Companies
Dive into the fascinating world of investment strategies with insights on the Sum of Parts valuation method and its real-world applications. Explore ways to effectively track your portfolio performance, balancing cash and stock metrics. Learn how corporate news, like CEO departures, can sway investment decisions, using Intel as a case study. The discussion also emphasizes the importance of staying updated through official documentation and understanding financial indicators to navigate market challenges.

9 snips
Jan 2, 2025 • 33min
IFB373: Stock Market Myths Debunked - It’s Not Just a Casino
Explore the fascinating history of the stock market and how it shapes today’s investment strategies. Fear and greed play a pivotal role in market trends, illustrated through historical events like tulip mania. Discover the importance of a long-term investment mindset, recognizing that market crashes are natural yet manageable. Examples of resilience throughout history reassure investors, while deeper insights into human emotions guide future strategies. Embrace the journey of informed investing and watch your financial confidence soar!

Dec 30, 2024 • 42min
IFB372: How to Use Reverse DCF Models - Expert Tips for Stock Valuation
Explore the fundamentals of capital structure, including the roles of debt and equity in business financing. Discover how to effectively use reverse DCF models to analyze growth rates and the importance of realistic expectations. Dive into strategies for managing investment risks, such as stop-loss techniques and addressing psychological biases in decision-making. Understand the debate between market timing and the value of being invested over time, along with optimal portfolio cash management tips for better performance.

Dec 26, 2024 • 1h 7min
Value Investing Secrets: From Berkshire to Micro-Caps with Daniel from All-In-One Investing
In a riveting discussion, Daniel delves into value investing strategies, sharing insights from his journey during the COVID-19 market crash. He emphasizes understanding business fundamentals and the importance of a long-term investment approach. Listeners learn about the challenges of micro-cap investing, effective portfolio management, and the significance of leadership in shaping investment strategies. Notably, he introduces a new platform for recording investment ideas, highlighting the need for continuous learning in the ever-evolving global market.

12 snips
Dec 23, 2024 • 35min
IFB371: Warren Buffett's 4 Investment Filters - A Beginner's Guide
Discover Warren Buffett’s four investment filters that can enhance your investment strategy. Learn why understanding a business’s operations is crucial and how it can shield you from panic during market dips. The importance of trustworthy management is highlighted, along with the pitfalls of complex business models. Delve into the differences between businesses with strong moats and those that grow rapidly but struggle financially, providing valuable insights for savvy investors.

Dec 19, 2024 • 1h 3min
How to Evolve as an Investor: Lessons from Jeff & Jason of Investing Unscripted
Discover how to evolve as an investor with insightful lessons on learning from mistakes and market volatility. The importance of valuation is discussed, along with the need for cash reserves during downturns. The speakers emphasize aligning your portfolio with personal goals and recognizing value traps. They stress the significance of patience and pattern recognition, while challenging confirmation bias in investment decisions. Tune in for a journey of continuous learning and strategic adaptation in investing.


