The Investing for Beginners Podcast - Your Path to Financial Freedom

Topics discussed in this podcast include calculating financial ratios, recommended investing books, lump sum vs dollar cost averaging, WACC/hurdle rate and its importance in calculating personal returns, sensitivity of hurdle rates to prevailing interest rates, and the consideration of operating leases as debt. The podcast emphasizes the value of calculating financial ratios oneself, provides book recommendations like 'Investment Gurus' and 'Psychology of Money', and explores the significance of capital allocation in investing performance.

Welcome to the Investing for Beginners podcast! In today's episode, we will be having not only one guest but two! Ashley Kehr and Tony Robinson of the Real Estate Rookie podcast will be joining us to discuss everything about investing in real estate. They will share with us how one can start even with minimal capital, the inherent risks in real estate and choosing the right partner in building your real estate wealth. Listen on as we ask every beginner questions in the industry itself and how it will surely give you insights as well.Timestamps of the episode:-Why would one consider investing in the real estate industry instead of the stock market? [02:05]-How to start investing with real estate and the pieces to prepare first before heading in. [08:00]-Different reasons how real estate can serve your investment goals. [11:49]-Risks and rates of return involving investing in real estate. [13:55]-Why the type of risk you will take depends on the skill set you have. [17:48]-Ways to deal with the inherent risks in the real estate industry and how those risks can immediately set you back. [20:16]-Real estate investing can also be done at the comfort of your home regardless of where the property is located. [23:55]-Ashley and Tony shares how real estate investing gave them the freedom to do things they love essentially giving them more time to pursue their passions. [27:50]-They talk about their recent joint book project where it discusses how real estate partnerships work as the saying goes "if you want to go fast go alone, if you wanna go far go together." [30:37]-Things you can do to mitigate the risks of being in a business partnership. [32:37]-Finding the right partners in business is the most important thing you can do especially in real estate. Ashley and Tony shares insightful tips. [36:50]Note: Timestamps may differ and are approximate, depending on your podcast player.Their podcast- https://open.spotify.com/show/7GAvDfVZWXglwZPxayvqh7?si=e9327d3067744ed4Their upcoming book in preselling- https://store.biggerpockets.com/products/real-estate-partnerships?_pos=1&_sid=1dd453d22&_ss=rLink to their Biggerpockets website- https://www.biggerpockets.com/podcasts/real-estate-rookieToday's show is sponsored by:Get 55% off your Babbel subscription at Babbel.com/BEGINNERS.Sign up for a one-dollar-per-month trial period at shopify.com/beginners.Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order.For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast! Today's episode, we will be joined by a special guest! Simon Erickson, host of 7investing podcast, will be joining us today to talk about his investing principles, portfolio allocation, the different industries he's interested in and much more! Listen on as we have a fun conversation on topics that not only will be insightful for beginners but also veterans out there. Let's go!Timestamps of the episode:-Simon shares his investing story and why he uses the number "7" in his company 7investing. [02:28]-Why investing is such a personal endeavor and how Simon molded his own. [05:05]-He talks about his favorite part of the semiconductor value chain and how it is more relevant today then ever. [08:00]-How to think about balancing your portfolio if it is exposed in a cyclical industry. [11:14]-The "hype" cycle is the enemy of a long term investor and how to avoid it. [13:25]-Understanding deeper into the weeds of AI and Nvidia chips. [16:34]-Switching gears into the defense industry and why it is relevant in recent times. [18:55]-Signs that a management is a good capital allocator. [20:45]-How to differentiate between a company that has done well in the past and will continue to do so over a company that shows promise at first but will ultimately flame out. [23:14]-The importance of understanding which business life cycle a company is in. [25:17]-A business that continues to protect its moat will surely thrive. [27:45] -Simons shares the story behind the 7investing service and how it empowers retail investors. [29:42]-Why fees shouldn’t be overlooked when you can do it yourself. [31:48]-Discussing the barbell portfolio and how you should allocate each holdings in it. [32:45]-The biggest advantage of an individual retail investors against institutional firms. [36:20]-How to approach and analyze companies of different market caps. [37:00]-Simon talks about the space economy and how it will be a driving force of the world economy in the coming decades. [39:23]-The beauty of the world of investing where your curiosity is rewarded financially. [43:27]-Simon tells his best dad joke. [47: 29]Note: Timestamps may differ and are approximate, depending on your podcast player.Simon's website- https://7investing.comHis podcast- https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=58b4a51ae67947ecHis Youtube channel- https://www.youtube.com/channel/UCAI0YGmr9W96nZI1q3vSJHgToday's show is sponsored by Rocket Money:Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast! Today is a special episode and an announcement at the same time! Andrew will share with us the exciting changes with his stock research e-letter service and also the insightful lessons he learned after doing this for almost ten years- time surely flies. This is a pivotal moment for us in the podcast as we are excited to bring more value to our listeners moving forward so listen on to learn more!Timestamps of the episode:-Andrew talks about his new revamped Sather research e-letter service, how it evolved and why it will serve its subscribers better in a new platform. Plus, new features! [01:48]-What prompted the change and rebrand of his stock picking service. [03:53]-Andrew shares how his investing evolved after doing the e-letter service for almost ten years. [05:56]-Investing lessons and mistakes Andrew learned throughout the years. [08:09]-Dollar cost averaging strategy lessons: The good and the bad. [15:20]-The power of being open-minded and not stubborn to change is a valuable trait every investor should have. [17:35]Note: Timestamps may differ and are approximate, depending on your podcast player.Value Spotlight website- https://valuespotlight.comFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by Rocket Money:Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Paul from @Investmentideen joins the podcast to discuss topics such as his investing journey and great due diligence, the importance of finding your own style in investing, the problem of overpaying, and the approach to investing today. He also breaks down earning yield and differentiates between cheap stocks. The power of capital allocation and avoiding value traps are emphasized, along with the significance of rewarding shareholders. The chapter explores the importance of capital allocation in businesses and discusses alternative ways to assess the value of cash.

Welcome to the Investing for Beginners podcast! In today's episode, we will do a bird's eye view in how to approach in studying an industry that is not in your circle of competence as investors will say. We will take you in on how we approach it ourselves step by step and discuss the nuances of each so listen on!Timestamps of the episode:-Great frameworks to use in starting to study a new industry. A way to extend your circle of competence. [01:50]-Starting with the sales trend of companies in an industry paints a financial picture to where an industry is headed. [05:20]-Identifying the key players in each industry is helpful and important in gauging if an industry is investable or not. [10:50]-How to approach studying a technical industry like the semi-conductors. [14:25]-Tracing the value chain of an industry helps you find under the radar businesses that are profitable.[18:50]-Continuous learning and keeping up to date in the industry you're invested in should not be hard and can be boiled down to few metrics. [23:38]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 | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast! Today's episode, we have another great round of listener questions coming from Spotify! Questions in this episode encompasses a wide range of topics-from taxes to financial growth metrics- all are covered and discussed in a simple way Dave and Andrew are known for so listen on!Timestamps of the episode:-How to file your taxes in investing. It's easier than it sounds. [01:50]-Reliable sources of financial metrics and how to use them as each one has its own use cases. [03:23]-Don't overthink it and just dive in. Start investing as early as possible. [10:00]-What to do after your first investing failure. Spoiler: It will open a whole pandoras box of questions in becoming a better investor. [14:30]-Talking about different ETF's on index funds and why its a good starting point for beginner investors.[19:00]-Metrics to consider in measuring a businesses' growth. [21:45]-How different growth rates depend on which life cycle a business is. [25:37]-Why return on equity (ROE) is a good growth metric to use in increasing shareholder returns. [28:10]-Always remember there is no one metric that fits all. Dave discusses the pitfalls of ROE. [34:44]Note: Timestamps may differ and are approximate, depending on your podcast player.Sources mentioned in the episode: Stratosphere- http://www.stratosphere.ioQuick fs- https://quickfs.netSeekingalpha- https://seekingalpha.comFinviz- https://finviz.comBamSEC- https://www.bamsec.comFor more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com Today's show is sponsored by: FactorHead to factormeals.com/investing50 and use code investing50 to get 50% off.SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast! In today's episode we will be talking all about red flags of a businesses' financials and why we should look out for it. Red flags can either be really obvious or hidden deeper in the numbers and in this episode we will take a deep dive on each of them. Listen on as we discuss the questions you should ask yourself in encountering these red flags.Timestamps of the episode:-From profitable to non-profitable, a common overlooked red flag on businesses. [01:45]-Increasing debt to equity ratio, another rising red flag that has been proven to be detrimental in the future of a business [04:00]-Red flags are not necessarily deal breakers (mostly it is) but should make you ask yourself questions as to why it can be long term or not. [10:58]-Why sometimes a increasing goodwill of an asset acquired can be a red flag. [14:24]-Impairment losses are red flags and punishment for companies paying too much. It says a lot on the management's skill of doing acquisitions. [19:30]-Serial acquirers can either be great or bad as M&A's should be value accretive. Goodwill is the one to look out for on these companies. [28:30]-Decreasing return on invested capital (ROIC) and gross margins are another red flag of a business. [30:05]-A plethora of red flags is not a sign to short a company. [36:10]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 Today's show is sponsored by Factor:Head to factormeals.com/investing50 and use code investing50 to get 50% off.SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast! Today's episode will all be about beta, causation and correlation in the stock market! It's quite a technical topic as it is hard show numbers through the podcast but we will do our best as always to piece it together as simple as possible. Listen on as we take a deep dive into volatility, what drives a stock price and more!Timestamps of the episode:-What is Beta and how is it being used in the stock market? [01:53]-Volatility and risk are not the same and will never be. [05:55]-Using Beta as part of your hurdle rate. [13:16]-The seemingly random relationship between causation and correlation in the stock market. [15:50]-How index funds and sector ETF's affect a particular stock price. [19:56]-What really moves a stock price up and down? [21:26]-The stock market in the short term is a voting machine, and in the long term it is a weighing machine, a timeless Graham quote. [24:20]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 Today's show is sponsored by:Rocket Money:Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to RocketMoney.com/BEGINNERS.Babbel:Get 55% off your Babbel subscription at Babbel.com/BEGINNERS.Shopify:Sign up for a one-dollar-per-month trial period at SHOPIFY DOT COM SLASH “beginners”, ALLLOWERCASE. Go to SHOPIFY DOT COM SLASH “beginners” to take your business to the next level today.SUBSCRIBE TO THE SHOWApple | Spotify | Google | Stitcher | TuneinYou can find the transcript of today's show below:IFB298-Causation-is-not-CorrelationDownload Learn more about your ad choices. Visit megaphone.fm/adchoices

Listener questions revolve around timing of investments, time horizons, and portfolio allocation. They discuss investing in Roth IRAs, the importance of long-term investing, and overcoming fear. Consistent habit and compounding wealth are key. They also touch on dividend withdrawals from a Roth IRA.