Welcome to the Investing for Beginners podcast! Today's episode will be another bird's eye view of the last main segment of an annual report or 10k which is the balance sheet! Looked upon as the most boring section among the three but there is more than meets the eye! Listen on as we discussed how important it is and how it drives the value of a business forward.
Timestamps of the episodes:
-Why should you care about the balance sheet in the first place? [02:13]
-Terms to note in looking at a company's balance sheet. [04:04]
-Assets and liquidity go hand in hand. [06:36]
-How everything balances out in the balance sheet and why it can be confusing at first. [13:20]
-Two things investor should focus on the most in reading a balance sheet. [17:27]
-Three ways businesses drive value using their balance sheet. [23:17]
-The best balance sheet among the three businesses discussed. Spoiler alert: its a fruit. [25:25]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Book mentioned in the show- Financial Statements: A Step-By-Step Guide to Understanding and Creating Financial Reports by Thomas Ittelson
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
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You can find the transcript of today's show below:
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Bird's Eye View of the Balance Sheet

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.

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Welcome to "The Investing For Beginners Podcast!" In today's episode, "Portfolio Maintenance," hosts Andrew and Dave explore strategies for building and maintaining an investment portfolio. They address the market's unpredictability and the difficulty of forecasting leading companies, emphasizing the importance of considering age, time horizon, and risk tolerance. They discuss balancing growth potential with risk, especially nearing retirement, and highlight the dominance of tech giants like Google and Apple.
The hosts also share insights on owning low-growth companies, tax considerations when selling stocks, and the risks of investing in young industries. Drawing from personal experiences, Andrew and Dave stress understanding the businesses you invest in and avoiding sectors outside your expertise. Part of the "back to the basics" series, this episode offers wisdom to help you make informed investment decisions. Tune in for practical tips and thought-provoking discussions on portfolio maintenance!
00:00 Building a portfolio requires strategic future planning.
05:08 Diversify investments based on company maturity and risk.
07:23 "Retirement: Less risk, more bonds, seek advice."
13:49 Investing in mature companies with slow growth.
17:30 Big tech dominates stock market, future unclear.
18:21 Importance of company size in investment decisions.
22:43 Maximize growth by sticking with high performers.
27:19 Adjust portfolio based on lifecycle and goals.
30:11 Seek guidance from experienced individuals and companies.
31:22 Value spotlight offers support and guidance.
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 Portfolio Maintenance for Investors

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:
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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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!
SUBSCRIBE TO THE SHOW
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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
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices

Bird's Eye View of the Balance Sheet

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