The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather, Stephen Morris, and Evan RaidtBusiness Investing

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The Investing for Beginners Podcast - Your Path to Financial Freedom episodes

December 26, 2024 Value Investing Secrets: From Berkshire to Micro-Caps with Daniel from All-In-One Investing
Join us for an enlightening conversation with Daniel from All In as we dive deep into value investing strategies, portfolio management, and global market opportunities. From Berkshire Hathaway to micro-caps, discover how to build a successful investment approach while avoiding common pitfalls and maximizing returns in today's dynamic market environment.

• 00:01:21 - Why stocks? Initial attraction to market investing explained
• 00:02:44 - First investments during COVID era, including Berkshire success
• 00:04:55 - Journey through investment literature and learning process
• 00:14:16 - Understanding business fundamentals before investing decisions
• 00:30:00 - Portfolio concentration strategies and position sizing approach
• 00:42:22 - Micro-cap investing challenges and opportunities explained
• 00:54:07 - Global market navigation and geographic investment considerations
• 00:58:37 - Risk management based on age and capital discussed
Get more Daniel here:
X: @MnkeDaniel
Substack: The All-In-One Investing Platform
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 8 min
December 23, 2024IFB371: Warren Buffett's 4 Investment Filters - A Beginner's Guide
Warren Buffett’s investment philosophy revolves around four key filters: understanding the business, favorable growth prospects, trustworthy management, and a sensible price. These filters help investors identify good, great, or gruesome businesses. In this episode, we break down Buffett’s criteria, share examples, and discuss how to apply these principles to your investment strategy.
[00:00:50] Buffett’s filters identify good, great, or gruesome businesses effectively.
[00:01:33] The four filters: understand business, growth, management, sensible price.
[00:02:12] Understanding the business is crucial for long-term investment success.
[00:03:43] Lack of understanding leads to panic during market downturns.
[00:06:00] Some businesses are too complex; avoid what you can’t understand.
[00:08:06] Trustworthy management is vital; avoid red flags like overcompensation.
[00:14:44] Great businesses have strong moats and don’t rely on superstar CEOs.
[00:25:08] Gruesome businesses grow fast but burn cash, like Sunrun or Beyond Meat.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
36 min
December 19, 2024How to Evolve as an Investor: Lessons from Jeff & Jason of Investing Unscripted
In this episode of the Investing for Beginners Podcast, Dave and Andrew are joined by Jeff and Jason from Investing Unscripted to discuss evolving as an investor. They share lessons from market volatility, the importance of valuation, breaking bad habits, and building a resilient portfolio. A must-listen for thoughtful, long-term investors!
[00:01:04] Evolving as an investor requires learning from mistakes and volatility.
[00:03:48] Valuation matters: High prices can hurt, but growth justifies some.
[00:05:36] Be ready for market downturns; cash reserves can be critical.
[00:08:22] Align your portfolio strategy with personal financial goals.
[00:11:26] Avoid value traps: Cheap stocks aren’t always good investments.
[00:27:54] Patience and pattern recognition improve with experience over time.
[00:39:05] Break bad habits: Don’t hold losers or sell winners too early.
[00:54:43] Confirmation bias can derail decisions; challenge your investment theses.
To learn more from Jeff and Jason
Investing Unscripted Podcast
Jeff on Twitter
Jason on Twitter
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 3 min
December 16, 2024IFB370: Free Cash Flow Metrics - Margin, Yield, and Conversion Explained
In episode 370 of the Investing for Beginners Podcast, Dave and Andrew tackle listener questions about PE ratios, target date funds, debt-to-equity ratios, and free cash flow metrics. Learn how to evaluate companies, understand expense ratios in 401(k)s, and use DCF models to value businesses. A must-listen for beginner investors!
[00:01:21] Missing PE ratios? It’s often due to negative or missing earnings.
[00:03:12] Target date funds simplify rebalancing but limit investment flexibility.
[00:06:57] High expense ratios in 401(k)s vary by employer and fund options.
[00:11:46] Debt-to-equity ratios must be evaluated alongside interest coverage metrics.
[00:18:05] DCF models can include debt, depending on the valuation approach.
[00:26:00] Free cash flow margin measures efficiency in converting revenue to cash.
[00:27:15] Free cash flow yield helps identify undervalued stocks with strong returns.
[00:34:42] Free cash flow conversion shows how well earnings turn into cash flow.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
43 min
December 12, 2024Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks
The Investing for Beginners Podcast dives into the fascinating world of home builders with Brett and Ryan from Chit Chat Stocks. Learn how interest rates, land options, and market dynamics shape the industry. Discover key metrics, regional trends, and strategies for evaluating home builders as potential investments in this insightful and engaging discussion.
[00:02:06] Home builders face unique challenges due to rising interest rates.
[00:03:08] Industry dynamics vary by geography and home type (entry-level, luxury).
[00:04:12] Home shortages benefit new builds as existing homeowners stay put.
[00:05:10] New home sales offset declines in existing home sales.
[00:14:11] Land option models reduce risk for asset-light home builders.
[00:27:18] Mortgage rate buy-downs incentivize buyers despite affordability challenges.
[00:33:22] Home builders’ valuations reflect cyclical risks and macroeconomic uncertainty.
[00:41:02] Key metrics: cancellation rates, inventory turns, and land ownership models.
For more of Brett & Ryan
Chit Chat Stocks Podcast
Chit Chat Stocks on X
Brett on X
Ryan on X
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
53 min
December 09, 2024IFB369: How to Handle Stock Losses for Beginners
Welcome to Episode 369 of the Investing for Beginners Podcast! Today, we’re diving into listener questions about Disney stock, Warren Buffett’s legacy, dividend reinvestment strategies, and using DCF valuation to analyze stocks. Whether you’re a beginner or seasoned investor, this episode is packed with actionable insights to help you make smarter investment decisions.
[00:00:50] Submit questions via Spotify, email, or social media platforms.
[00:01:18] Listener asks: Should I sell Disney stock or hold longer?
[00:02:19] Evaluate Disney’s fundamentals: Do you believe in its long-term growth?
[00:03:56] Selling stocks is harder than buying due to loss aversion.
[00:07:15] Consider opportunity cost: What could you gain by reallocating funds?
[00:14:46] Warren Buffett’s philanthropy: How it might impact Berkshire stock.
[00:21:12] Dividend reinvestment: Auto-reinvest vs. manually choosing new stocks.
[00:30:15] DCF valuation: Use it to assess growth and stock price alignment.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
38 min
December 05, 2024Growth vs. Quality Investing with Pieter Slegers and Kris Heyndrikx
In this episode of the Investing for Beginners podcast, hosts welcome Pieter from Compounding Quality and Kris from Multibagger Nuggets. They discuss the impact of macroeconomic and political factors on investing, the importance of company culture and CEO vision, and strategies like dollar-cost averaging for navigating market volatility.
00:00:53 - Discussing macroeconomic impacts on investing amid U.S. elections.
00:01:34 - Kris emphasizes ignoring macro noise for long-term investing.
00:03:06 - Importance of focusing on business performance over stock price.
00:04:22 - Pieter highlights differing investment approaches with Kris.
00:05:02 - Both agree macroeconomics shouldn't dictate investment decisions.
00:08:19 - Pieter and Kris discuss their unique investing inspirations.
00:11:14 - Kris advises aligning portfolios with personal investment strategies.
00:16:12 - Importance of mindset and patience in successful investing.
Learn more from Pieter here:
X: @QCompounding
Substack: Compounding Quality
And Kris here:
X: @FromValue
Substack: Multibagger Nuggets
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 10 min
December 02, 2024PIVOT Framework ("T"): Thinking Moats
Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve into the PIVOT framework, discuss the competitive moats of companies like Costco and American Express, and highlight the importance of community in making informed investment decisions.
00:00:00 - Introduction to the Investing for Beginners podcast and today's topic.
00:00:52 - Overview of the PIVOT framework for better investing.
00:01:07 - Explanation of PIVOT: Portfolio, Idea, Valuation, Observed, Thinking.
00:01:42 - Discussion on Costco's competitive moat and business model.
00:02:26 - Introduction to scale economy shared with Azure example.
00:03:40 - Defining moats and their importance for investors.
00:06:08 - American Express's unique business model and customer loyalty.
00:25:08 - Google's economic toll booth model and growth strategies.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Ama

Learn more about your ad choices. Visit megaphone.fm/adchoices
46 min
November 28, 2024PIVOT Framework ("O"): Observing Metrics
Welcome to the Investing for Beginners podcast, where we delve into the PIVOT framework's essential metrics. In this episode, we explore gross margin, current ratio, and return on invested capital (ROI C). Discover how these financial metrics can enhance your investment analysis and help you make informed decisions in the stock market.
00:00:00 - Introduction to the Investing for Beginners podcast episode.
00:00:50 - Overview of the PIVOT framework and its components.
00:01:09 - Discussion on gross margin as a beginner metric.
00:03:33 - Importance of gross margin in comparing industry peers.
00:10:01 - Introduction to the current ratio for financial health.
00:12:12 - Calculating the current ratio from balance sheet data.
00:17:12 - Exploring ROI C as an expert-level investment metric.
00:27:04 - Benefits of the School of Investing for learners.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices
39 min
November 25, 2024PIVOT Framework ("V"): Valuation
Welcome to the Investing for Beginners podcast, where we simplify complex financial concepts for novice investors. In this episode, we continue exploring the PIVOT framework, focusing on valuation techniques like the PE ratio and discounted cash flow models. Learn how these tools can enhance your investment strategy and decision-making process.
00:00:00 - Introduction to the Investing for Beginners podcast episode.
00:00:54 - Overview of beginner, intermediate, and expert resources.
00:01:19 - Discussion on the importance of the PE ratio.
00:02:05 - How to calculate and interpret the PE ratio.
00:05:22 - Comparing PE ratios across different industries and sectors.
00:13:49 - Introduction to discounted cash flow (DCF) models.
00:24:08 - Explanation of discount rates and their significance.
00:35:55 - Overview of the School of Investing and its benefits.
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein

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

About The Investing for Beginners Podcast - Your Path to Financial Freedom

From the publisher's feed

The Investing for Beginners Podcast teaches you how to buy your first stocks and build long-term wealth in the stock market— without the hype or confusing jargon.