In this episode we talk about red flags and sell disciplines on stocks. 

There's a popular saying in investing: "Buy when there's blood in the streets." 

A lot of investors interpret this to mean that if they liked buying a stock at $100, they'll LOVE buying it at $50. 

We take a different approach:

- If there's blood in the streets, it has to be for a reason.

- Is there a better street for us to go down?

Averaging down on a losing position is one of the biggest mistakes many investors make.

Even the biggest moats can spring a leak, which is why we use nothing but math when making (or exiting) an investment. 

Some of the most popular investment strategies (including the Dividend Aristocrats) have bad math and we talk about the poor fundamentals of these investment strategies. 

We dive into the surprising math of these strategies. 

We also share our 3 simple rules of sell disciplines, which haven't changed since 1998.

1. Position size limits

2. ZERO averaging down

3. Have a sell stop defined BEFORE purchasing a stock. 

We hope you enjoyed this episode. 

As always, feel free to email us: [email protected]

www.freedomdaysolutions.com

In this episode we talk about Mailbox Math. 

After spending the first part of our careers inside the belly of the beast of confusion, Jackson as the largest retirement accounts firm and Ryan at the largest bank and brokerage firm in the world, we had the enormous advantage of seeing the most complex and sophisticated models, calculators and tools. 

And we escaped to share the truths we learned... that you can do it all better with the back of an envelope and pencil.

We do a deep dive into Yield on Cost (YoC) and give specific examples of how this concept works. 

If you'd like to chat with us, please reach out: [email protected]

www.freedomdaysolutions.com

In this episode we’re going into the lab to share the anatomy of an un-crowded investment.  

A good place to always start for anybody is to ask yourself:   

What’s one objective truth you find most people are ignoring?   

Or even better, disagreeing with?   

You might be next to undervalued dividends that can be increased the most.  

This podcast will be the least popular idea we’ve ever shared!  

Read Ryan's article here: https://www.marketwatch.com/story/energy-stocks-have-a-sustainable-future-their-dividends-11659306510 

As always, please reach out:  [email protected]

In this episode we talk about how we require every financial plan to be built around the free cash flow generated from the portfolio.  

We believe that all financial plans should require - and use - the same math as the best businesses we invest in.   

We turn Wall Street's ROI upside down.   

Instead of ROI we use IOR: Income, Opportunity, Reason.  

We also discuss the Holy Grail of Free Cash Flow: Deeply Informed Simplicity.   

To learn more please visit our website: www.freedomdaysolutions.com  

Feel free to email us: [email protected]

In this episode we discuss our framework for investing in crypto assets. 

We discuss:

White Papers

Tokenomics

On-chain Analytics 

We also have a discussion about Ethereum. The biggest upgrade in the history of Ethereuem is set to occur on September 14th. We talk about our approach to managing a crypto portfolio.

To learn more please visit our website at: www.freedomdaysolutions.com/FDCA

In this weeks episode we talk about the healthcare sector.   

Problem solving is the best business, in every sector. And yes, that means a lot of profits should be made. It is not a conflict of interest; it is the purest incentive. Companies that stand the test of time reward stakeholders, by reinvesting capital better than others. They increase their advantages for the right reason – to go solve more problems. Only after that, are the best operators able to share excess free cash as a dividend. Dividends don’t lie, aren’t an accounting trick, and are not anybody’s opinion of what should happen next. A dividend can only be paid from what is happening. And there's a lot of good happening. Enjoy! 

Please reach out to us with any questions.   

www.freedomdaysolutions.com

In this episode we discuss playing the long game, in life and investing.   

Ryan shares a story about his first years on Wall Street. 

While everyone is out looking for the next hot stock, he explains what we look for and how we analyze companies.   

We then tell some amazing stories of success and the mentality that drove some incredible individuals through their lives.   

Please reach out with any questions.   

[email protected]  

www.freedomdaysolutions.com

In this episode we discuss our process for selecting stocks that we believe are good investments.  

“I hate losing more than I love winning.” -Beane  

This is the first, of many reasons, we believe in active management. Not to be a hero but rather to avoid companies with zero improvement. In a world of endless opportunities, the first question isn’t what do we like, but what should we NOT own.  

“Your goal shouldn’t be to buy players, it should be to buy wins.” -Brand  

We also discuss our process more in-depth.   

Our 5-Step Process:  

1) Operating Advantage  

2) Quality of Growth

3) Direction of growth

4) Price   

5) Balanced Roster 

If you'd like to learn more or to chat with Ryan or Jackson, please don't hesitate to reach out.   

www.freedomdaysolutions.com

In this episode we discus the "safe withdrawal rate" and why we believe it isn't all that safe.   

Is there a simpler solution that stands the test of all times and removes friction and flinching?!  

What if there is something better than trying to time the second half of life like it’s coasting into the gas station on fumes.   

If you'd like to learn more, please reach out to us by emailing:   

[email protected]  

www.freedomdaysolutions.com

In this episode we talk about the current state of the markets. 

It's no secret that this year has been a tough one to navigate.   

During this difficult year, certain companies have increased(!) their dividend.   

We discuss these companies and the industries they're in.   

Please reach out to us with any questions. 

We'd love to help you get started investing.   

[email protected]  

www.freedomdaysolutions.com

Link to the blog post by Ryan mentioned in today's episode: https://www.freedomdaysolutions.com/post/energy-smuggling-good