The Investing for Beginners Podcast - Your Path to Financial Freedom cover image

The Investing for Beginners Podcast - Your Path to Financial Freedom

Latest episodes

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Mar 11, 2024 • 43min

IFB338: From Valuing Companies to Picking Brokers: Essential Advice for New Investors

Diving into the world of investing, the hosts share advice on dollar cost averaging and stock valuation. They discuss ETF options like VTI and SPY and emphasize the importance of understanding free cash flows and market expectations. With insights on company valuations and essential resources for beginners, this episode is packed with practical tips to kickstart your investment journey.
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Mar 7, 2024 • 27min

Back to Basics: What is Your Dream? What is Your Why?

Welcome to the "Investing for Beginners" podcast, where we dive deep into the world of investing. In this episode, Dave and Andrew discuss the crucial aspect of knowing your "why" when it comes to investing. They emphasize the importance of understanding your motivations and goals before diving into the stock market. The hosts share their personal experiences and provide practical tips for listeners to define their own "why." From setting a commitment to investing to the power of compound interest, they unpack the fundamental steps for creating a strong foundation in investing. Join us as we explore the significance of having a clear vision and purpose in your investment journey.00:00 Approach stock trading based on your goals.04:12 Importance of having a plan and motivation.08:00 Manage risk, choose real estate or stocks.10:15 Diverse ways to grow wealth and invest.15:44 Inspiring people to achieve financial freedom.19:09 Share with close ones to be accountable.20:04 Start with $50, grow over time.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.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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Mar 4, 2024 • 34min

IFB337: Investing with a Margin of Safety: A Strategic Approach

The podcast covers topics such as stock price stagnation, terminal value of stocks, high-yield savings accounts vs index funds, rapid price escalations of companies like PayPal and Nvidia, differences between depreciation and amortization, market expectations driving stock prices, overlooked companies in the stock market, and investing with a margin of safety to avoid overpaying for growth.
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Feb 29, 2024 • 41min

IFB336: Navigating Investment Strategies - Diversification vs. Sector Focus

Explore the debate between diversification and focusing on top-tier businesses, emphasizing personal investment principles and sectors to avoid. Learn about the importance of R&D investments for creating new products, compare margins and spending, and evaluate management quality and competitive edge in the market. Start small, use trusted brokers, and keep a long-term mindset in your investment journey.
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Feb 26, 2024 • 34min

IFB335: A Comprehensive Look at Five Vital Valuation Metrics for Investors

Welcome to episode 335 of the Investing for Beginners podcast! In this episode, Dave and Andrew dive into a comprehensive discussion about five valuation metrics that can help investors understand the value of a company. They start by explaining the simplest and most frequently used shortcut for evaluating stocks, known as the price to earnings ratio. They also cover the importance of understanding how different metrics apply to companies in various stages of their lifecycle. Additionally, they share insights into the price to free cash flow, price to sales, and price to gross margin metrics before delving into the fascinating world of discounted cash flow (DCF) models. Throughout the discussion, they emphasize the importance of not relying solely on these metrics for investment decisions and highlight the need to compare and interpret them within a larger investment strategy. Prepare to gain valuable insights from this episode as Dave and Andrew shed light on essential valuation techniques and provide practical examples to help simplify the complex world of stock valuation.00:00 PE ratio not suitable for cyclical companies.03:14 Consider industry differences when comparing performance metrics.08:04 Price to free cash flow provides crucial insights.09:39 Sales indicators are more consistent than earnings.12:55 Price to sales reveals company's value better.17:44 Superior product, efficiency, technology, potential moat, pricing power, Buffett's investments: key investment indicators.19:46 Simplify investment evaluation and future cash flow.22:30 Valuing business using discount rate for negotiation.26:47 Free email series teaches building DCF model.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.comP.S. Want to grow as an investor?Learn to Start valuing a company in 7 days for free.Discover the 6-step process to value companies. Unravel the mystery of valuing Google, Microsoft, Amazon, and more.Join here (it's free) → https://lnkd.in/gwzB5MPySUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 22, 2024 • 28min

IFB334: Finding Investing Inspiration - Analyzing the Top Companies of the Year, Year After Year

Welcome back to the Investing for Beginners podcast! In today's episode, Dave and Andrew delve into the concept of "draft classes" for companies, analyzing the top-performing companies of various years and discussing the implications for investors. They examine the performance of companies like Amazon, Nvidia, AMD, and others, and explore the lessons that can be learned from these draft classes. Join us as we uncover the insights from this fascinating discussion and learn how past performance can influence future investment decisions. Stay tuned for a deep dive into the world of investing and the valuable lessons to be gleaned from the past.00:00 NVDA and AMD awesome, others not great.04:09 Analyzing stock performance through batting averages.08:31 Mixed performance for Square, Zoom, Peloton, Moderna.12:05 Nvidia and Amazon have good track records.15:26 Stock market trends over 30 years.18:17 Timing market for Nvidia may impact returns.20:48 Manage investment decisions carefully to avoid impulsiveness.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
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Feb 19, 2024 • 38min

Investing for the Next Generation: A Conversation with Matthew Roseberry

Dave: Welcome to The Investing For Beginners Podcast. I'm your host Dave, joined by my co-host Andrew. Today, we present a compelling episode with Matthew Roseberry, titled “Matthew.”Andrew: Matthew, an author and self-taught investor inspired by investing legends Buffett and Munger, shares his journey and strategies that simplify investing for the younger generation.Dave: Beyond numbers, it's the investor's psychology that Matthew underscores, using examples like the renowned Coca Cola. We'll explore how to introduce teens to investing through their existing interests and the imperative concept of compound interest.Andrew: With a look at Activision Blizzard’s moat within the gaming sector and the benefits of company founders at the helm, Matthew imparts his knowledge that serious investors should not overlook.Dave: So stay tuned for a thought-provoking discussion on investing fundamentals and strategies tailored for longevity and success.00:00 Interest in making money led to investing.05:53 New investors don't need to overcomplicate things.07:29 Coca Cola's marketing builds share of mind.12:46 Founder-led companies prioritize simplicity and user-friendliness.15:21 Conflict with Charlie on Costco board avoided. Costco's ethical, customer-focused business model emphasized.17:04 Activision Blizzard is a social network for gamers.21:03 Acquiring Activision will lead to long-term profit.25:34 Start with what you love: investing advice.29:01 Compound interest key for teenagers' long-term wealth.31:45 Book on investing like Buffett and Munger. Suitable for teenagers and new investors. Emphasizes the power of incentives in investing.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.comMore from Matthew Roseberry:A Teenager’s Guide on how to Invest Like Warren Buffett and Charlie MungerSUBSCRIBE TO THE SHOWApple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 15, 2024 • 32min

IFB333: Free Financial Tools - Accessing Relevant Ratios and Revenue Sources

On episode 333 of the Investing For Beginners Podcast, Dave and Andrew dive into three great listener questions. They start with Tyron's inquiry about evaluating stocks in the European market and discuss the implications of currency differences and accounting practices. They then address Sergio's question about free financial ratio tools, offering recommendations like Quickfs.net and finviz.com. Lastly, they explore the impact of equity raises, discussing the importance of considering cash allocation and profitability, using the example of Plug Power's recent dilution. Join Dave and Andrew as they provide insightful responses to these thought-provoking investment questions.00:00 Understanding currency and metric consistency in analysis.05:33 Finchat IO and others offer free services.07:14 Importance of company life cycle for investors.10:34 Raising equity means owning less of company.13:37 Important to consider demand before raising capital.16:10 Chart shows market cap growth needed to offset dilution.21:22 ROIC tracks profitability and capital allocation success.22:27 Analyzing return on equity and dollar earnings.25:51 Closing remarks express gratitude and welcome questions.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
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Feb 12, 2024 • 43min

IFB332: Listener Q&A - From Paycheck to Paycheck and Starting to Invest

In the latest episode of The Investing For Beginners Podcast, Dave and Andrew tackle key listener questions about investing and finance. The episode kicks off with advice for a listener named Danny, who is living paycheck to paycheck despite having no debt. Andrew and Dave discuss the importance of starting to save for retirement, offering insights on wealth generating opportunities like 401ks and real estate. They emphasize the significance of finding a job with a 401k match and share personal experiences to underscore the benefits of investing early in one's career.The hosts also delve into the question of when to sell a stock, prompted by a query from a listener named Ryan. They share their individual perspectives on establishing a selling discipline and emphasize the significance of assessing if anything fundamentally changes about a business before making a decision.Throughout the episode, Dave and Andrew draw parallels between fitness and investing, and encourage listeners to focus on gradual improvement and consistency. With real-life examples and practical insights, they deliver valuable advice for both seasoned investors and beginners looking to navigate the world of finance and investment.00:00 Don't miss out on 401k match.03:49 Consider your investment goals and options.06:20 Investing small amounts can lead to wealth.12:06 Understanding worst case scenario alleviates anxiety.14:46 Best reason not to sell: fundamental business.16:08 Document your reasons for investment decisions.19:12 Questioning fundamental changes in the business.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
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Feb 8, 2024 • 46min

IFB331: 6 Ways to Avoid Buying High and Selling Low

Welcome to The Investing For Beginners Podcast, I'm Dave and with me is Andrew. In episode 331, we're diving into the crucial role of conviction in investing. Learn why knowing the reason behind your investments can help you stay the course during market volatility and aid in building wealth over time.We'll share tips on how to develop and maintain your conviction, even when the market tests your resolve. Discover insights on the pitfalls of overconfidence and the wisdom of humility.Andrew will discuss his long-term holding approach focused on quality, and I'll emphasize understanding a company's true value. We'll also touch upon the importance of systems like dollar-cost averaging and strategies to prevent rash decisions, including insights from our experience with Berkshire during uncertain times.Join us as we explore the power of informed investing decisions and building a steadfast investment philosophy. Let's get started!00:00 Understanding the game, investing wisely, avoiding mistakes.04:02 Consistency in investment and learning from mistakes.07:26 Focus on behavioral psychology in business success.12:53 Write down your understanding to handle stress.15:18 Repeated deep dives reveal valuable missed details.17:52 Understanding outward vs inward looking investment strategies.22:09 Maintain confidence and patience in investing strategy.26:03 Understanding your limits, sticking to your plan.28:45 Don't follow the herd, focus on opportunities.33:09 Slow down, create systems for rational decisions.34:51 Company seemed strong despite pandemic challenges and price.39:15 Investors can find opportunities with deep analysis.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

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