Investing Unscripted

208. The 15 Investing Terms You Need to Know


Listen Later

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if your portfolio is properly allocated, want to understand where you sit in the capital stack during a bankruptcy, or just need to know what Charlie Munger really thought about adjusted EBITDA, this episode serves as the perfect reference guide for new and experienced investors alike.

03:24 GAAP vs Non GAAP Basics

05:26 Adjusted Metrics and Context

09:14 Dividends Distributions and Taxes

14:02 SEC Filings Overview

17:06 10-K 10-Q and Using AI

21:29 Proxy Statements and Incentives

22:48 S-1 IPO Filings Explained

25:29 Asset Allocation and Position Sizing

28:31 Bull Bear and Market Corrections

32:08 Board of Directors Role

33:27 Board Fiduciary Duties

35:03 Capital Basics Explained

37:33 Debt vs Equity Stack

41:33 Bond Market Signals

42:15 Dollar Cost Averaging

44:05 Earnings and EPS

48:31 FFO for REITs

51:08 Market Cap vs EV

54:18 Cash Flow vs Free Cash

57:25 Funds Indexes and ETFs

59:37 Sectors vs Industries

01:00:44 Valuation Metrics Overview

Companies mentioned: AAPL, BN, BRK.B, COST, MA, SAVE, TSLA, TXN, V

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon
Subscribe to our portfolio on Savvy Trader

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Investing UnscriptedBy Jason Hall and Jeff Santoro

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

96 ratings


More shows like Investing Unscripted

View all
Motley Fool Hidden Gems Investing by The Motley Fool

Motley Fool Hidden Gems Investing

3,217 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

944 Listeners

Investing Insights by Morningstar, Ivanna Hampton, Sarah Hansen

Investing Insights

521 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

296 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather, Stephen Morris, and Evan Raidt | Stock Market Guide to Buying Stocks

The Investing for Beginners Podcast - Your Path to Financial Freedom

1,422 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,035 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

195 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,149 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

562 Listeners

Excess Returns by Excess Returns

Excess Returns

90 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,561 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

347 Listeners

The Psychology of Money with Morgan Housel by Morgan Housel

The Psychology of Money with Morgan Housel

1,049 Listeners