Welcome to episode 305 of The Investing For Beginners Podcast! In today's episode, we dive into the importance of documenting investment decisions, understanding industry cycles, and using key performance indicators to assess company performance. Dave and Andrew share insights from their own experiences with investing, including lessons learned from stocks like Intel and Target. So grab your notepad and get ready to learn valuable strategies for successful investing. Let's jump right in!
00:00:48 Focus on the business, not investment performance.
00:05:40 Target's declining sales raise concerns about future.
00:08:06 Documentation essential to monitor individual company performance.
00:12:01 Shipping industry profits highly cyclical, fluctuating dramatically.
00:16:55 Look at historical data to assess risk.
00:22:21 Not understanding business led to wrong investment decisions.
00:25:24 Taiwan Semiconductor excels, Intel falls behind.
00:28:32 Learn from experts and be curious about investments.
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IFB305: Evaluating Investments Beyond Stock Prices: A Deep Dive into Business Performance

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

In Episode 348 of The Investing for Beginners Podcast, hosts Dave and Andrew explore various investment topics, including the impact of electric vehicles and stock buybacks with examples like Autozone and Nvidia. They discuss the advantages of small investments for compounding benefits, transitioning from specific retirement accounts, and understanding tax implications. The episode emphasizes the importance of mindset in investing, acknowledging that learning from mistakes is part of the journey, catering to both new and seasoned investors looking to enhance their strategies.
00:00 Investing book recommendations include "Happier" and "Warren Buffett Way."
06:22 Consider self directed brokerage account vs. 457.
08:00 Focus on investor goals, consider tax implications.
11:32 Approach stock picking with a growth mindset.
15:37 Uninterested in company due to lack of interest.
20:25 Businesses can surprise with sudden growth opportunities.
22:45 Adapt to circumstances, save, budget for stability.
26:32 Seeking Alpha, company website, beginner books, resources.
28:52 Focus on value, not just price comparisons.
32:11 Autozone retail stores avoid significant disruption, unlike tech.
34:49 Investing in uncertain markets: no sure thing.
Today's show is brought to you by:
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Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
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IFB348: The Art of Stock Picking - Expectations and Realities

In this episode of The Investing For Beginners Podcast, hosts Dave and Andrew discuss how to manage investment portfolios effectively while avoiding market noise. They offer strategies for monitoring investments over time, using tools like Seeking Alpha and Bamsec for updates, and setting up company alerts for firsthand information. The discussion emphasizes focusing on essential data and introducing deliberate pauses in decision-making to avoid impulsive reactions, aiming to help both new and experienced investors concentrate on long-term gains.
00:00 Track company shares, events, and recommendations.
06:07 Skim annual report, focus on management remarks.
07:21 Checking stock market daily for entertainment, caution.
11:50 Assessed business sustainability during lockdown, waited to sell.
16:33 Balancing portfolio awareness without overreacting emotionally.
18:46 Gathering data leads to better investment decisions.
23:00 Struggling to resist influence from media and peers.
24:10 Focus on ten k and occasional ten q's for updates.
28:28 User prefers Finchat over seeking Alpha app.
30:36 Emphasize safety in your investment. Have a great week!
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
Today's show is sponsored by:
Start your free online visit today at Hims.com/INVESTING
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
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Back to Basics: Effective Tools for Tracking Your Investment Performance

Welcome to episode 347 of The Investing For Beginners Podcast! Today, hosts Andrew and Dave discuss key investment topics for all levels of investors. We’ll start by examining the importance of SIPC insurance in protecting investments and the strategy behind holding multiple IRA accounts. We'll then discuss transitioning from growth to dividend-paying stocks as retirement approaches, exploring the benefits and risks.
Next, we'll analyze a company with less than 1% revenue growth over the past decade, discussing its viability as a bond substitute or income-generating asset considering its slow dividend growth and steady free cash flow. We'll delve into company life cycles, spotlighting Watsco and using Berkshire Hathaway as an example to explain complex financial concepts.
We wrap up with a look at 3M’s financial challenges and what they mean for investors. For more resources and insights, visit einvestingforbeginers.com. Join us to enhance your investment strategy and decision-making.
00:00 FDIC insures your money up to $250k.
04:12 This doesn't cover losses in your investments.
08:07 Focus on overall financial picture for retirement.
10:11 Invest in growth stocks, consider future dividends.
13:14 Consider market diversification for long-term security.
17:53 3M stock underperforms market with flat revenue.
22:20 Investment approach and types of investors discussed.
24:15 Company needs to reinvigorate business to grow.
26:23 Lesson learned: be vigilant with financial statements.
30:00 Watsco owns 80% of store, affects finances.
33:49 Amazon trucks easy to use and efficient.
Today's show is brought to you by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
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IFB347: Listener Q&A - Exploring Amazon’s Stake in Rivian and Strategic Investment Insights

Welcome to another episode of The Investing For Beginners Podcast. I'm your host, Dave, joined by Andrew. Today, we're exploring essential tools every stock picker needs, from Excel to advanced platforms like Bamsec and Finchat IO. We’ll discuss how these tools aid in understanding business operations, verifying financial data, and making informed investment decisions.
Andrew and I will share our experiences with tools like Excel and the Little Package Evaluation for financial analysis and valuation. We'll also discuss diversifying investment idea sources, from financial statements to social media insights from Twitter and Substack.
Today’s goal is to show you how to use these tools to understand a company's revenue generation and its potential as an investment. Whether you’re generating new investment ideas or refining strategies, this episode offers valuable advice to enhance your investing skills. Tune in to learn how to leverage these tools to advance your investment acumen.
00:00 Google helps understand businesses with tools.
05:03 Visualizing helps me understand complex concepts better.
08:58 Comparing company revenues requires adjusting for scale.
12:42 Consider investing in companies with Finviz.com.
13:32 Investment ideas from blogs and newsletters save time.
18:09 Discover investment ideas through investor portfolio analysis.
22:12 Substack offers more free content but limited information.
24:15 Use dollar sign and capital ticker symbol.
28:48 Excel simplifies financial analysis; valuable tool.
32:26 Discounted cash flow models determine future cash worth.
35:34 Estimate revenue and terminal growth rates realistically.
37:50 Comparison of financial analysis tools and platforms.
Today's show is brought to you by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
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Back to Basics: Essential Tools for Investors

Welcome to a fascinating new episode of The Investing For Beginners Podcast! Today, your hosts Andrew and Dave will dive into the much-anticipated IPO of Reddit. As seasoned investors who typically steer clear of IPOs, they find it intriguing to unpack Reddit’s introductory documents to better understand its financial health and strategic direction. Throughout the episode, they'll explore Reddit’s user engagement and compare its financial metrics, like the Average Revenue Per User (ARPU), with those of other social media giants such as Facebook and Twitter. Despite the challenges in evaluating a fresh IPO like Reddit, they’ll dissect the S-1 document, spotlight the company's R&D allocations, and discuss the implications of its user base growth potential. Whether you’re a potential investor or just curious about Reddit’s next steps in the public sphere, this episode will equip you with key insights into making more informed investment decisions. Stay tuned as Andrew and Dave weigh the risks and opportunities that come with investing in an IPO, all while emphasizing the importance of a margin of safety.
00:00 Investing for Beginners podcast analyzes Reddit's recent IPO.
03:29 IPO: Company goes public, anyone can buy.
08:48 Public companies need proven track record, growth runway.
11:17 Reddit offers intellectual engagement, less aimless scrolling.
15:29 Comparing Facebook and Reddit's business monetization strategies.
18:46 Concerns about Reddit's future growth and profitability.
20:47 Muted response to Reddit going public discussed.
23:29 Good revenue growth, high R&D spend. Concerns.
29:20 Reddit has loyal user base, lacks investor appeal.
32:21 Discussion on IPOs, Reddit's IPO, and investment.
Today's show is brought to you by:
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Start your free online visit today at Hims.com/INVESTING
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
 DCF Demystified Link
SUBSCRIBE TO THE SHOW
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IFB305: Evaluating Investments Beyond Stock Prices: A Deep Dive into Business Performance

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