The Investing for Beginners Podcast - Your Path to Financial Freedom

Ian Cassel, expert in the world of Microcap Stocks, discusses his journey from a limited college fund to becoming a full-time investor. He highlights the advantages of microcap investing and the need for independent research. The podcast explores the unique challenges and opportunities of investing in small, overlooked microcap companies. Cassel also shares insights on sourcing ideas and researching investments in microcap stocks, and the importance of understanding accounting and building relationships. Overall, the podcast offers helpful advice for those interested in microcap investing.

The podcast explores the connection between growth and value in investments, discussing how revenue growth influences company value. Strategies for tracking investments for taxes are shared, including the use of spreadsheets and brokerage apps. The benefits of directing funds to a Roth 401K or a rollover IRA for future financial security are highlighted. The hosts also discuss the importance of staying focused on long-term holding strategies, maximizing 401(k) benefits, and having a mentor for success in investing.

Andrew G, finance enthusiast turned pickleball facility co-owner, shares his journey and discusses automating finances, investing in index funds and ETFs, analyzing and acquiring a physical business, the challenges and rewards of pickleball, scalability of the business, funding through seller financing, and safe investing.

Welcome to The Investing For Beginners Podcast, I'm Dave, and with me is the astute investor, Andrew. In episode IFB325, we're unpacking the substantial yet sometimes stealthy impact of activist investors on key players like Crown Castle and PayPal. We'll discuss the role of renowned investors like Bill Ackman and George Soros in driving, or derailing, a company's success.We'll explore what happens when activist investors begin calling the shots, the transformation they can bring, their potential for value destruction, and the delicate balance of corporate governance they disrupt. Plus, we'll talk about the implications of founder control, citing examples like Elon Musk at Tesla.00:00 Leverage buyouts and activism affect investments.04:45 Activist investors force change in companies' strategies.09:39 Shareholders' influence on company and board structure.12:47 Elliot drove change amid PayPal's struggles.15:28 Activist investors focus on short-term value.19:01 Change of heart, motivations, and company impact.23:11 Depend on majority owners, simplicity of businesses.25:50 Success of tech companies depends on leadership.29:57 Understanding activist investing: motivations, impact, and outcomes.For 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.comToday's show is sponsored by:Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show!Get 55% off at Babbel.com/BEGINNERS.Compare and find smarter credit cards, savings accounts, and more today at NerdWallet.com. SUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Feroldi, special guest, explores capital efficiency through investments like See's Candy. Munger's influence on Buffett's value investing strategy and the importance of capital light businesses is discussed. The risks and considerations of averaging down in the stock market are explored, along with the complex relationship between a company's story and market perception. Brian emphasizes business fundamentals over market noise and advocates for limiting capital allocation. Tech stocks driving the market and the impact of narrative on stock price are also analyzed.

Hello, investors! Welcome to episode 324 of The Investing For Beginners Podcast. I'm Dave, here with Andrew. Today, we're answering a listener's question on how to smartly invest $100 a week in top-tier companies like Apple and Google. We're discussing the power of consistent investing, strategic compounding, and aligning your retirement goals with your investment plan.We'll talk about the merits of investing a set amount monthly versus investing as much as you can when you can. Andrew shares his insights on creating a solid checklist for evaluating businesses, while I weigh in on when to sell stocks based on business fundamentals.Expect to learn about crafting your own investing checklist with tips from investment legends, dive into the complexities of capital gains taxes, and the significance of getting professional tax and investment advice. Don’t miss our thoughts on diversification and the stress of frequent stock picking. Ready to boost your investing IQ? Let's jump into the mix!00:00 Retirement costs vary based on lifestyle choices.04:47 Consistency in investing is key for progress.06:53 Monthly stock picking provides valuable research time.12:22 Microsoft acquired Activision Blizzard in all-cash deal.16:05 Broker helps simplify capital gains tax process.19:23 Key questions drive understanding of Amazon business.21:11 Understanding business models simplifies complex technology.27:17 Evaluating investments: checklist, numbers, business dynamics, competition.31:42 Focus on business fundamentals for investment decisions.33:22 Balancing opportunities while avoiding constant change.36:26 Prioritize risk factors to identify opportunities faster.For 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.comToday's episode is sponsored by:Get a 30-day free trial at www.shipstation.com/investing. Thanks to ShipStation for sponsoring the show!Get 55% off at Babbel.com/BEGINNERS.SUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Val Agostino, co-founder and CEO of Monarch Money, discusses the importance of financial security and the risks of free apps. He shares insights from his experience at Mint and the mission of MonarchMoney.com. Topics include building emergency funds, setting goals, collaborating in money management, and the advantages of paid platforms. The benefits of treating investing as a multiplayer game are explored, along with the ease and simplicity of using Monarch Money for financial health improvement through consistent actions.

Welcome back to the Investing for Beginners Podcast! In today's episode, Dave and Andrew dive into some thought-provoking listener questions. They start off by addressing the popular query: "Is Robinhood a good starter investment?" The hosts engage in a comprehensive discussion about the investment potential and risks associated with the company.They proceed to tackle a captivating question from a college student seeking advice on investing in their late 20s. The hosts offer valuable insights on how to approach investment opportunities with limited funds and ample time.Lastly, they break down the nuances of analyzing utilities as investment options, shedding light on the specific characteristics of these companies and the reasoning behind their investment appeal.00:00 Investing for Beginners podcast, episode 323, Q&A.05:51 Learning fundamentals for sound investment decisions, ratios, earnings.09:15 "New investors should be cautious and patient."10:39 Consider stock choice beyond low share price.16:47 Southern Company likely a steady, income-focused investment.20:00 Utilities face challenges in funding and margins.21:07 Utility investments require significant financial support.25:40 Utility investment, long-term, with renewable potential.For 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.comSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Remembering Charlie Munger, a legendary investor with a profound impact on the investing world. Hosts discuss his perseverance, mental models, love for learning, and valuable lessons. Delve into his underrated but impactful nature. Explore inversion in investment strategy and delve into topics like Bitcoin and diet experimentation. Summarize Costco's enduring strength and challenges. Highlight Munger's curiosity and never-ending quest for knowledge.

In this podcast, Dave and Andrew discuss getting started with stock investing on a tight budget, the pros and cons of ETFs versus individual stocks for long-term investing, and the importance of teaching children about investing and financial skills from a young age.