Stocks for Beginners

Companies are not just ticker codes They're real living, breathing entities. Their financial information is freely available and helps you to understand the business. Learning how to read them will make you a better investor. In this Quick Tip, Eric Schleien from Granite State Capital talks about the why and some tips on reading company financials.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

It's the story that's taken the headlines away from Presidents and Pandemics and proved that price is the only truth in markets. I spoke with Enrique Abeyta after certain brokerage firms suspended trading in GME, AMC and other stocks caught up in the great Wall Street Wolf Hunt. As Enrique says: "There is only one truth in markets – price. Everything else is just opinion." I hope you enjoy these pungent and strident views from a former wolf turned owner of heavy metal and tatt mags.

More on Twitter: @enriqueabeyta & @hardmoneymag

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

"When you invest in the S&P 500 index fund you’re making a passive bet on the long term future and growth of large American businesses. You’re buying Apple but you’re also buying the 499 other largest businesses." 

Nick McCullum is the Director of Growth at Passiv and The Finance Data Science Guy. We chatted about long-term passive investing and an overview of algorithmic investing.

Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy.

https://passiv.com/

T: @NickJMcCullum

https://nickmccullum.com/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

How do you choose your first stock market investment? Doug Morris the CEO of Sharesight offers some tips about making that first stock purchase.

• Find a company that you know well
• A well established company that has been around for a long time
• Have a look at analyst reports of the company and see if they are pointing to a higher price in the future
• Purchase the minimum amount and never any amount that you can't afford to lose
• Once you own it read and research everything you can as a way of learning how companies are valued
• Be prepared for the stock to drop after you purchase it. It will prepare you for losses and handling the psychology of investing
• Keep learning

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

"The problem is you have a lot of these young people in Robin Hood, and they're putting $50 on red, hitting red and think oh I'm really smart. so next time we'll put $1,000 on red. And the problem is when you're gambling and speculating at some point that comes back to bite you in the ass."

Eric Schleien is the CEO and founder of Granite State Capital Management, the host of the Intelligent Investing podcast, the CEO of Wyoming Warehousing & Safe Deposit Company, and founder of the Proxy Activism Project where he invented a new form of shareholder activism. He's also a partner and co-founder of Transformational Leadership Associates.

Eric talks about his investing journey, how he values companies and how your advantage over the highly paid managers on Wall St. It was a great pleasure meeting him.

Here are links to all things Eric.

Granite State Capital Management: https://www.gscm.co/

Personal Site: https://ericschleien.com/

Eric's Book Principles Of Power: The Art & Wisdom Of Badassery: https://www.amazon.com/Principles-Power-Art-Wisdom-Badassery/dp/0578798964/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

Twitter: https://twitter.com/EricSchleien

YouTube: https://youtube.com/c/ericschleien1

Instagram: http://instagram.com/ericschleien

The Intelligent Investing Podcast: https://ericschleien.com/podcast/

The Eric Schleien Podcast: https://www.ericschleienpodcast.com/

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Stephen Clapham is the Founder of 'Behind the Balance Sheet'. Stephen also just recently wrote a fantastic book called "The Smart Money Method" which has just hit the stores. We discuss accounting and how the balance sheet gives the greatest clues to the quality of your investments and how to identify great companies by recognising the ones that you personally like and use.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

"Value investing is a death cult, it’s like cigarettes, based on negative information and playing to your fears, no value stock ever went up cause it was cheap it went up because it grew. They talk about Warren Buffett as a value investor but companies such as Coke and Apple have grown massively, so he is finding cheap growth stocks rather than value investing on its own."

Salty advice from the highly inked and rock-infused financial writer, hedge-funder and digital media mogul, Enrique Abeyta. There's much more great advice in this episode and a tribute to Malcom Young from AC/DC.

Enrique Abeyta is an Editor working for Empire Financial Research and Whitney Tilson https://www.empirefinancialresearch.com

He is also the co-founder and CEO of digital media and e-commerce company Project M Group LLC. Project M Group (founded in 2017) identifies large genres with passionate and highly engaged enthusiasts and then acquires digital media properties in those areas. Project M is the owner of both the #1 brand in tattooing (Inked Magazine) as well as the #1 brand in rock/metal music (REVOLVER Magazine). Enrique has been responsible for all aspects of the business including it’s creation, fund-raising, hiring, operations and business development.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

“It always seemed to me to be much too difficult to analyse the fundamentals of whatever it was that you were trading, because there would always be people that knew so much more than could ever possibly know, and what they knew would somehow be reflected in the trading in the chart and you could see that.” Benjamin is a lawyer, stock trader and publisher of the newsletter The Oracle on Wilshire. A technical analyst he uses trends and patterns to determine movements in the stock market. His curiosity in financial markets began with the severing of the US dollar from the gold standard in 1971 by Richard Nixon sparking a fascination with commodities markets. Benjamin has previously worked as a financial adviser, and currently works as a lawyer with four decades of experience in life insurance litigation he is considered one of the preeminent lawyers in his field.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

With interest rates at historic lows, where can investors put their cash? Older investors need steady income and younger investors may be saving money for a home, education or family. Either way this portion of your capital needs to be deployed in a way that is not subject to stock market ups and downs. Mark Mitchell is a Director of Daintree Capital, a boutique investment management company specialising in building fixed income credit portfolios.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.

Siddharth and I got together to chat about his non-traditional path to co-founding Ironhold Capital, a value based hedge fund based in Manhattan, New York that gives investors access to investment opportunities available in India as well as the US. Siddharth explained his methodology for finding companies that not only offer value, but are attractively valued.

He worked as the Lead Equity Research Analyst for Capital Ways Financial Advisors where he applied value investing principles to emerging markets of India. Siddharth also holds a Masters in Global Finance from Gabelli School of Business, Fordham University. He has been featured in leading business journals such as Business Insider and Wealth Advisor.

Link to blog post:

https://www.stocksforbeginners.net/blog/ironhold

Ironhold Capital has its own podcast, Leaders in Business and Investing which you can access here - https://podcasts.apple.com/us/podcast/leaders-in-business-and-investing/id1502466790

For more information about Ironhold follow this link: https://www.ironholdcapital.com/home

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.