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The Investing for Beginners Podcast - Your Path to Financial Freedom

Latest episodes

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May 27, 2024 • 44min

IFB348: The Art of Stock Picking - Expectations and Realities

Explore the impact of electric vehicles and stock buybacks with examples like Autozone and Nvidia. Learn the advantages of small investments, transitioning from retirement accounts, and understanding tax implications. Embrace a growth mindset in stock picking and adapt to market uncertainties. Hear about successful businesses like Autozone and Domino's Pizza and the importance of strategic buybacks. Discover tips for beginners and the realities of stock market unpredictability and risk assessment.
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May 23, 2024 • 38min

Back to Basics: Effective Tools for Tracking Your Investment Performance

Learn effective strategies for tracking investments over time, focusing on essential data and avoiding impulsive reactions. Explore tools like Seeking Alpha and Bamsec for updates, set up company alerts for firsthand information, and resist media influence. Emphasize safety in investments and concentrate on long-term gains. Discover methods for efficient stock monitoring and explore 'owner mode' for better investment tracking based on business metrics.
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May 20, 2024 • 41min

IFB347: Listener Q&A - Exploring Amazon’s Stake in Rivian and Strategic Investment Insights

Welcome to episode 347 of The Investing For Beginners Podcast! Today, hosts Andrew and Dave discuss key investment topics for all levels of investors. We’ll start by examining the importance of SIPC insurance in protecting investments and the strategy behind holding multiple IRA accounts. We'll then discuss transitioning from growth to dividend-paying stocks as retirement approaches, exploring the benefits and risks.Next, we'll analyze a company with less than 1% revenue growth over the past decade, discussing its viability as a bond substitute or income-generating asset considering its slow dividend growth and steady free cash flow. We'll delve into company life cycles, spotlighting Watsco and using Berkshire Hathaway as an example to explain complex financial concepts.We wrap up with a look at 3M’s financial challenges and what they mean for investors. For more resources and insights, visit einvestingforbeginers.com. Join us to enhance your investment strategy and decision-making.00:00 FDIC insures your money up to $250k.04:12 This doesn't cover losses in your investments.08:07 Focus on overall financial picture for retirement.10:11 Invest in growth stocks, consider future dividends.13:14 Consider market diversification for long-term security.17:53 3M stock underperforms market with flat revenue.22:20 Investment approach and types of investors discussed.24:15 Company needs to reinvigorate business to grow.26:23 Lesson learned: be vigilant with financial statements.30:00 Watsco owns 80% of store, affects finances.33:49 Amazon trucks easy to use and efficient.Today's show is brought to you by:Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!Start your free online visit today at Hims.com/INVESTINGFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Find great investments at Value SpotlightHave questions? Send them to newsletter@einvestingforbeginners.com DCF Demystified LinkSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 16, 2024 • 47min

Back to Basics: Essential Tools for Investors

Learn about essential tools every stock picker needs, from Excel to advanced platforms like Bamsec and Finchat IO. Discover how to use tools to understand a company's revenue generation and potential as an investment. Get valuable advice on diversifying investment idea sources, from financial statements to social media insights. Explore the benefits of utilizing Twitter for investment research and optimizing company valuation with Excel and realistic growth estimates.
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May 12, 2024 • 41min

Bird's Eye View: Reddit IPO

Welcome to a fascinating new episode of The Investing For Beginners Podcast! Today, your hosts Andrew and Dave will dive into the much-anticipated IPO of Reddit. As seasoned investors who typically steer clear of IPOs, they find it intriguing to unpack Reddit’s introductory documents to better understand its financial health and strategic direction. Throughout the episode, they'll explore Reddit’s user engagement and compare its financial metrics, like the Average Revenue Per User (ARPU), with those of other social media giants such as Facebook and Twitter. Despite the challenges in evaluating a fresh IPO like Reddit, they’ll dissect the S-1 document, spotlight the company's R&D allocations, and discuss the implications of its user base growth potential. Whether you’re a potential investor or just curious about Reddit’s next steps in the public sphere, this episode will equip you with key insights into making more informed investment decisions. Stay tuned as Andrew and Dave weigh the risks and opportunities that come with investing in an IPO, all while emphasizing the importance of a margin of safety.00:00 Investing for Beginners podcast analyzes Reddit's recent IPO.03:29 IPO: Company goes public, anyone can buy.08:48 Public companies need proven track record, growth runway.11:17 Reddit offers intellectual engagement, less aimless scrolling.15:29 Comparing Facebook and Reddit's business monetization strategies.18:46 Concerns about Reddit's future growth and profitability.20:47 Muted response to Reddit going public discussed.23:29 Good revenue growth, high R&D spend. Concerns.29:20 Reddit has loyal user base, lacks investor appeal.32:21 Discussion on IPOs, Reddit's IPO, and investment.Today's show is brought to you by:Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!Start your free online visit today at Hims.com/INVESTINGFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Find great investments at Value SpotlightHave questions? Send them to newsletter@einvestingforbeginners.com DCF Demystified LinkSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 9, 2024 • 32min

Back to Basics: Using Time Horizons to Your Investment Advantage

Discover how individual investors can utilize their unique advantage of longer time horizons in the stock market, contrasting with the pressures faced by institutional investors. Explore the benefits of focusing on long-term value, navigating market dynamics, and finding hidden gems in smaller market cap companies. Gain insights on leveraging time to enhance your investment strategy and why sometimes, the best action is no action at all.
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May 6, 2024 • 31min

IFB345: Listener Q&A - How to Utilize the 4% Rule for Lasting Wealth

Learn about utilizing the 4% rule for lasting wealth in retirement. Explore strategies to minimize high fees in retirement accounts. Consider tax implications when managing investments. Maximize contributions to Roth IRAs for long-term growth. Watch out for high expense ratios when investing.
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May 2, 2024 • 41min

Back to Basics: Portfolio Sizing and Diversification Strategies

Discussion on portfolio sizing and diversification strategies, emphasizing the balance between knowledge and market unpredictability. Insights on position sizing and managing investments within one's circle of competence. Consideration of concentration versus smaller position sizes, aiming for around 25 companies in a diversified portfolio. Importance of being aware of market trends and potential IPOs. Knowledge leading to bigger investment opportunities
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Apr 29, 2024 • 38min

IFB344: Understanding Business Cycles and Fundamentals

Explore investment strategies tailored for beginners and seasoned investors, buy partial shares to bypass full shares, choose low-expense index funds for better returns, understand valuation metrics, consider buying in pessimistic industries for mean reversion, analyze financials and earnings calls for insights
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Apr 25, 2024 • 32min

Back to Basics: Identifying Value Traps and Bankruptcy Signals

Learn how to identify value traps and bankruptcy signals in investing with insights on interest coverage ratios, declining revenues, and high dividend yields. Discover strategies to protect your portfolio from total loss and navigate the murky waters of bankruptcies to invest with confidence.

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