The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as val...
IFB374: Understanding Sum of Parts Valuation - Breaking Down Complex Companies
Join us for an insightful discussion on advanced investment strategies, featuring expert analysis of Peter Lynch's Sum of Parts valuation method, portfolio tracking techniques, and professional approaches to handling market news. Whether you're a beginner or experienced investor, this episode delivers practical wisdom for smarter investing decisions.
[2:15] Sum of Parts valuation explained - breaking down company components
[8:30] Portfolio tracking methods - combining cash and stock performance
[12:45] Google Finance tracking tip for real-time portfolio updates
[15:20] Dividend reinvestment considerations in performance calculations
[18:40] Handling company news - focus on official documentation
[22:15] CEO departures impact on investment decisions - Intel case
[25:30] Key red flags in company performance to watch
[28:45] Long-term investment perspective when facing negative news
Today's show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: Â DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
-------- Â
35:56
IFB373: Stock Market Myths Debunked - It’s Not Just a Casino
Welcome to the Investing for Beginners podcast! In this episode, we dive into the history of the stock market, exploring key events, timeless lessons, and the driving forces of fear and greed. Discover how understanding the past can empower you to make smarter investment decisions and build confidence in your financial journey.
[00:00:35] Introduction to the episode and its focus on history.
[00:01:11] Common beginner fears about the stock market debunked.
[00:02:03] How history empowers investors with valuable lessons.
[00:04:04] Fear and greed: A constant theme in market behavior.
[00:06:39] Why stock market crashes are inevitable but manageable.
[00:08:14] Long-term growth trends in the stock market explained.
[00:13:00] Historical examples of bubbles and market resilience.
[00:27:46] Final thoughts: Staying confident as a long-term investor.
Today's show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: Â DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
-------- Â
34:55
IFB372: How to Use Reverse DCF Models - Expert Tips for Stock Valuation
Join us for an insightful discussion on fundamental investing concepts with industry experts. We'll explore capital structure analysis, valuation techniques, and psychological biases that affect investment decisions. Whether you're a beginner or experienced investor, this episode provides valuable insights to help optimize your investment strategy and improve portfolio performance.
[00:01:11] Capital structure basics: equity and debt financing explained
[00:08:41] Reverse DCF model: analyzing growth rates effectively
[00:18:48] Stop loss strategies: pros and cons discussed
[00:24:22] Psychology biases: identifying and overcoming limitations
[00:32:46] Portfolio cash management: optimal allocation strategies
[00:15:44] Growth stock volatility: managing investment risks
[00:20:55] Value investing approach: focusing on fundamentals
[00:35:07] Market timing vs time in market debate
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: Â DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
-------- Â
44:12
Value Investing Secrets: From Berkshire to Micro-Caps with Daniel from All-In-One Investing
Join us for an enlightening conversation with Daniel from All In as we dive deep into value investing strategies, portfolio management, and global market opportunities. From Berkshire Hathaway to micro-caps, discover how to build a successful investment approach while avoiding common pitfalls and maximizing returns in today's dynamic market environment.
• 00:01:21 - Why stocks? Initial attraction to market investing explained
• 00:02:44 - First investments during COVID era, including Berkshire success
• 00:04:55 - Journey through investment literature and learning process
• 00:14:16 - Understanding business fundamentals before investing decisions
• 00:30:00 - Portfolio concentration strategies and position sizing approach
• 00:42:22 - Micro-cap investing challenges and opportunities explained
• 00:54:07 - Global market navigation and geographic investment considerations
• 00:58:37 - Risk management based on age and capital discussed
Get more Daniel here:
X: @MnkeDaniel
Substack: The All-In-One Investing Platform
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: Â DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
-------- Â
1:08:44
IFB371: Warren Buffett's 4 Investment Filters - A Beginner's Guide
Warren Buffett’s investment philosophy revolves around four key filters: understanding the business, favorable growth prospects, trustworthy management, and a sensible price. These filters help investors identify good, great, or gruesome businesses. In this episode, we break down Buffett’s criteria, share examples, and discuss how to apply these principles to your investment strategy.
[00:00:50] Buffett’s filters identify good, great, or gruesome businesses effectively.
[00:01:33] The four filters: understand business, growth, management, sensible price.
[00:02:12] Understanding the business is crucial for long-term investment success.
[00:03:43] Lack of understanding leads to panic during market downturns.
[00:06:00] Some businesses are too complex; avoid what you can’t understand.
[00:08:06] Trustworthy management is vital; avoid red flags like overcompensation.
[00:14:44] Great businesses have strong moats and don’t rely on superstar CEOs.
[00:25:08] Gruesome businesses grow fast but burn cash, like Sunrun or Beyond Meat.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: Â DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
About The Investing for Beginners Podcast - Your Path to Financial Freedom
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
Listen to The Investing for Beginners Podcast - Your Path to Financial Freedom, The Game with Alex Hormozi and many other podcasts from around the world with the radio.net app