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The Investing for Beginners Podcast - Your Path to Financial Freedom

Latest episodes

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Feb 23, 2023 • 28min

IFB263: Buying Compounders + Insider Buying

Welcome to Investing for Beginners podcast! In today's episode we will answer two great listener questions! It will revolve around what compounding really means in a business, why insiders sell and more. As always, we love receiving listener questions so keep it coming!Timestamps of the episode:-What does a compounding business mean? [02:15]-How to search for compounding business. [03:35]-Establishing your personal hurdle rates in returns. [04:56]-Life cycle of a business. [07:40]-Buying all the "shiny" high growth businesses when you can stomach the volatility. [10:26]-Different levers a company can use to compound returns. [13:03]-Where to find information on insider selling and what to make of it. [17:16]Note: Timestamps may differ and are approximate, depending on your podcast player.Websites mentioned in the show-https://www.stratosphere.iohttps://finviz.comFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:IFB263-Buying-Compounders-Insider-BuyingDownloadContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 20, 2023 • 35min

IFB262: Why You Should Consider Buying "Boring' Businesses

Welcome to the Investing for Beginners podcast! Today's episode will be about why boring is good! We are always excited in investing in what the market deems "boring"- businesses that are under the radar but has proven track record and returns over many years. Listen on and know why we do so!Timestamps of the episode:-Why you should buy "boring" businesses? [01:44]-The allure of "shiny" objects in the stock market. [06:24]-How to find "boring" businesses as a beginner. [10:05]-Using filters and popular names to go about finding diamonds in the rough businesses. [13:48]-Digging deeper, how to hone in and keep your biases at bay when looking into boring businesses. [19:26]-The classic Peter Lynch advice: Invest in what you know. [23:42]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:IFB262-Why-You-Should-Consider-Buying-Boring-BusinessesDownloadContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 16, 2023 • 29min

IFB261: Mr Market and Margin of Safety: Our Two Favorite Mental Models

Welcome to the Investing for Beginners podcast! In today's episode, we will discuss two of our favorite mental models that every long term investors should have! These two concepts are undeniably not new and came from Graham's seminal book, the Intelligent Investor but these mental models are timeless and will always be apt no matter what economic cycle we are. As long as human emotions and behaviors are in play in the stock market, these concepts will stay so listen on!Timestamps in the episode:-Back to basics: What's the stock market really is. [02:30]-The Mr. Market mental concept: the stock market personified. [04:40]-How to handle the ups and downs of Mr. Market. [09:28]-The true edge of individual investors. [13:15]-Margin of safety: paying less for what's its worth! [14:14]-Patience and thinking more of the downside than the upside in investing. [20:04]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Listener surveySUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:IFB262-Mr-Market-and-Margin-of-SafetyDownloadContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 13, 2023 • 36min

IFB260: Which Companies Would You Use to Teach a Finance Class?

Welcome to the Investing for Beginners podcast! Today's episode will be an investing class! Here we will take a stab on Patrick O'Shaughnessy's question posted in Twitter. (Link to the tweet- https://bit.ly/3HDqty4) The question goes like this: You get to teach an investing class by using three long term single case use stocks from any era. Berkshire's not allowed. Listen on as we discuss each of our picks that are sure good primer into what a great business is and vice versa!Timestamps in the episode:-Andrew's first case study: Coca-cola ($KO), a centennial multi-bagger brand. [02:14]-The most obvious names can oftentimes make the most wealth in the stock market. [05:44]-Dave's first case study: Visa ($V), the payment toll road king. [06:33]-How Visa's business model changed into a scale not everyone expected it to be. [07:45]-Andrew's second case study: Circuit city, the fallen electronics retailer. [10:44]-Why a business that prioritizes growth at all cost can fall the hardest. [11:53]-Dave's second case study: General Electric ($GE), a mature business on its last legs. [14:44]-A perfect example of a company going through each stage of its business life cycle. [15:02]-Why not all growth are not created equal. [18:00]-Differentiating good acquisitions from bad ones. [20:18]-Andrew's third case study: Tesla ($TSLA), the picture perfect growth machine. [21:57]-A business on its early innings in real time. [25:05]-Dave's third case study: Amazon ($AMZN), the e-commerce retail behemoth. [26:41]-The management's relentless focus on free cash flow. [27:48]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:IFB260-Which-Companies-Would-You-Use-to-Teach-a-Finance-Class.docxDownloadContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 9, 2023 • 39min

Bird's Eye View of Texas Instruments, Focusing on Capital Allocation

Welcome to the Investing for Beginners podcast! In today's episode, we will be doing a bird's eye view on a semiconductor company, Texas Instruments. We will dabble not much on the nature of its semiconductor business but focus on how the company manages really well their business especially on the capital allocation front. This is another "boring" business that has done great for a long time so listen on!Timestamps of the episode:-A brief intro on what Texas instruments ($TXN) do. [01:00]-What capital allocation really means. [01:45]-Free cash flow is the mantra and king for TXN. [04:17]-Why free cash flow matter in the first place? [10:07]-What sets TXN's capital allocation apart from their peers. [15:20]-The three metrics TXN's excelled for the longest time. [20:44]-Downsides of doing buybacks and how TXN does it right. [26:45]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:Birds-Eye-View-of-TXNDownloadContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 6, 2023 • 33min

IFB259: All About Taxes and Different Vehicles You Can Use to Help Reduce Your Taxes

Welcome to the Investing for Beginners podcast! Today's episode will be about us talking on everybody's favorite subject- taxes! Sarcasm intended. As we near the tax filing season, we find it timely to talk about how taxes impact investing and ultimately your path to financial freedom. Listen on as we break down this important topic everybody's raving, or ranting about.Timestamps of the episode:-Why the topic of taxes is relevant in investing. [02:34]-What are capital gains really? [04:21]-Different vehicles that reduce taxes in investing. [05:33]-The difference between traditional IRA and 401k accounts. [07:28]-How dividends are taxed between the two retirement accounts. [11:19]-What is a HSA? and why you would want to have one. [13:27]-Breaking down tax deductions. [17:00]-Talking about tax harvesting and why you should not make portfolio decisions based on this. [18:41]-The best way to avoid taxes and how Buffett used this to compound his wealth. [22:23]-How do you file your taxes? The two approaches you can take. [24:21]-How the software Turbotax helps Dave in his taxes. [25:22]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 2, 2023 • 25min

IFB258: Discussion Around the Yield Curve and Potential Recessions

Welcome to the Investing for Beginners podcast! Today's episode is about the most anticipated recession and its relationship with the yield curve everybody is talking about in the financial space nowadays. We will shed light as to why people are fixated in the invertedness of the yield curve and the talk on "if the recession is here, why isn't it felt?" Listen on!Timestamps of the episode:-The polar opposite opinions on the existence of recession now. [01:25]-What is the yield curve and its relevance to a recession. [03:10]-Why the inverted yield curve poses an economic problem. [05:45]-Understanding the effect of recession in the economy. [08:15]-The lag between what the data shows and the market reaction. [11:40]-Investing in a recessionary environment and market timing. [14:00]-Focusing on what you can control. [17:43]Note: Timestamps may differ and are approximate, depending on your podcast player.The mentioned Richard Lehman seeking alpha article: https://seekingalpha.com/article/4564827-spy-understanding-s-and-p-500-performance-in-recessionsFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by Shopify:What’s incredible to me about Shopify is how, no matter how big you want to grow, Shopify is there to empower you with the confidence and control to revolutionize your business / take your business to the next level.Now, it’s your turn to get serious about selling and try Shopify today.This is possibility, powered by Shopify.SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 30, 2023 • 47min

Michelle Marki and Signe Lonholdt of Investing Mastermind Podcast Join Us to Talk Value Investing

Welcome to the Investing for Beginners podcast! In today's episode, we have not only one but two great guests! Michelle Marki and Signe Lonholdt of Investing Mastermind podcast joins us in talking about value investing, networking and their annual Berkshire meeting experience. They also share about their goal in bringing more women in a male dominated investing industry and how it will have a better overall impact in the industry as a whole. Listen on! More minds, the merrier!Timestamps of the episode:-How the Investing Mastermind podcast started. [01:03]-Signe shares how she and Michelle were brought up into investing. [02:20]-The annual Berkshire Hathaway meeting experience- the Woodstock for capitalist. [04:28]-They talk about how women can fit well in a male dominated industry such as investing. [09:31]-Reasons why there is a scarcity of women in the investing industry. [14:50]-Michelle and Signe's value investing style. [18:18]-Why now is the best time to invest. [22:15]-How having an investing partner or essentially being with like minded individuals really help. [26:00]-Unsafe investing spaces and how the Buffet-Charlie investing style of kindness is needed in those spaces. [31:15]-How to find and network with like minded people. [35:23]-Where to reach and learn more about Michelle and Signe's work. [38:33]Note: Timestamps may differ and are approximate, depending on your podcast player.Michelle and Signe's Investing Mastermind podcast- https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP?si=c6c4240520ad4558their email- investingmastermindpodcast@gmail.comMichelle Marki's investing youtube channel- https://www.youtube.com/@MichelleMarki/featuredSigne Lonholdt's blog- https://www.aahus.comFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 26, 2023 • 30min

IFB257: How to Know When to Take a Loss + Buying Great Companies for a Fair Price

Welcome to the Investing for Beginners podcast! In today's episode, we will be answering two really good listener questions! We always love having our listeners send us questions as this not only challenges our thinking but also refreshes us on why we're investing in the first place and this episode is like that! Listen on as we tackle all around important questions on when to sell, what to do on big drawdowns and how to manage your own margin of safety.Timestamps of the episode:-When to sell or double down on a beaten down stock. [02:13]-How to handle drawdowns: an introspective look on Berkshire's past and Paypal at the present. [05:58]-People should embrace the randomness of the market more by taking a longer term view. [07:40]-A stock's price and it's fundamentals don't always correlate. [09:40]-Buying a wonderful business at a fair price. [14:12]-Building a margin of safety over time. [17:30]-The mindset of limited arrows in a lifetime you can shoot on your bets. [20:28]Note: Timestamps may differ and are approximate, depending on your podcast player.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jan 23, 2023 • 43min

Chris Grainger Joins Us to Discuss Budgeting, Credit, and Investing

Welcome to the Investing for Beginners podcast! Today's episode is a timely one for the new year as we have Chris Grainger from the Lion Within talk with us about personal finance especially tackling the word "budget" which has become a taboo and being taken for granted by most. He also talks about how to become a good steward of your money by following the different pillars he developed himself. This was a fun conversation, punctuated with laughs and jokes, as Andrew and Chris are friends in real life so listen on!Key takeaways of the episode:-Chris Grainger shares his personal finance journey and the importance of emergency fund.-The four pillars of stewardship of money: Giving, saving, spending, and investing.-Savings should be an expense line item not otherwise.-Doing monthly budget meetings and why it is a must.-Tips on budgeting and managing sudden knee jerk big purchases.-Why managing your budget should be a fun exercise and not a rigid one to fall for.-How the EveryDollar app can help you get started with budgeting.-The appeal of investing that gets Chris excited the most.Chris Grainger's website- https://thelionwithin.usFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinContact sales@advertisecast.com to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network. Learn more about your ad choices. Visit megaphone.fm/adchoices

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