The Investing for Beginners Podcast - Your Path to Financial Freedom

Welcome to the Investing for Beginners podcast! Today's episode we will be having a returning guest of the show for the third time! Brian Feroldi is back to discuss with us all about earnings call, how to approach position sizing, handle you own biases and more. Listen on as Brian's concise way of explaining things will surely leave you valuable insights to hold on to.

Timestamps of the episode:

-Brian talks about free sources to listen/access earnings call of companies you own and follow. [02:05]

-Why pay attention to earnings in the first place? [06:07]

-How to approach listening to earnings call if there's a lot of companies to keep tabs to. [07:18]

-Brian share his thoughts on position sizing and beginning a starter position. [09:45]

-Andrew talks about sunk cost fallacy and how this investing bias will cost you more than you intended to. [16:35]

-Differentiating between a good and bad investing decision. [19:29]

-Brian discusses Warren Buffet's investing checklist and how it will help individual investors stomach volatility. [22:58]

-How to decide what type of investor are you? [30:00]

-Learning accounting is a must and Brian emphasizes how crucial it is to learn the language of investing. [32:50]

-Brian takes a stab on Patrick O'Shaughnessy tweet on choosing three stocks to teach investing and shares his picks. [36:25]

Note: Timestamps may differ and are approximate, depending on your podcast player.

Free earnings call sources mentioned in the show:

Quartr- https://quartr.com,

Tikr- https://www.tikr.com,

Seeking alpha- https://seekingalpha.com,

Stratosphere- https://www.stratosphere.io

Brian Feroldi's Twitter - https://twitter.com/BrianFeroldi

His youtube channel- https://www.youtube.com/@BrianFeroldiYT/featured

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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:

Brian-Ferolid-Discusses-the-Importance-of-EarningsDownload

Contact [email protected] to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.

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Welcome to the Investing for Beginners podcast! Today's episode will be us catering to another two great listener questions! Here we will open the talk on a question about what risk and volatility really is and end the episode with us taking a stab on the nature of REITs and how to value them. Talk about diversity so listen on!

Timestamps in the episode:

-Unpacking the idea of risk and how it governs your investing in general. [01:51]

-What is volatility? and how it relates to risk. [03:52]

-Separating the stock price from its business fundamentals. Focus on the underlying business! [06:42]

-How to navigate and handle risk and volatility. [12:11]

-Talking about what are REITs and how to value them. [16:28]

-What is AFFO/FFO and what it means to valuing REITs profitability. [20:08]

-How to use a discounted cash flow (DCF) on REITs. [24:04]

-Risks in doing DCF- tunnel vision and bogging down into unnecessary minute details. [28:20]

Note: Timestamps may differ and are approximate, depending on your podcast player.

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:

IFB264-Basics-of-Risk-REITS-and-DCFDownload

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Welcome to Investing for Beginners podcast! In today's episode we will answer two great listener questions! It will revolve around what compounding really means in a business, why insiders sell and more. As always, we love receiving listener questions so keep it coming!

Timestamps of the episode:

-What does a compounding business mean? [02:15]

-How to search for compounding business. [03:35]

-Establishing your personal hurdle rates in returns. [04:56]

-Life cycle of a business. [07:40]

-Buying all the "shiny" high growth businesses when you can stomach the volatility. [10:26]

-Different levers a company can use to compound returns. [13:03]

-Where to find information on insider selling and what to make of it. [17:16]

Note: Timestamps may differ and are approximate, depending on your podcast player.

Websites mentioned in the show-

https://www.stratosphere.io

https://finviz.com

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:

IFB263-Buying-Compounders-Insider-BuyingDownload

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Welcome to the Investing for Beginners podcast! Today's episode will be about why boring is good! We are always excited in investing in what the market deems "boring"- businesses that are under the radar but has proven track record and returns over many years. Listen on and know why we do so!

Timestamps of the episode:

-Why you should buy "boring" businesses? [01:44]

-The allure of "shiny" objects in the stock market. [06:24]

-How to find "boring" businesses as a beginner. [10:05]

-Using filters and popular names to go about finding diamonds in the rough businesses. [13:48]

-Digging deeper, how to hone in and keep your biases at bay when looking into boring businesses. [19:26]

-The classic Peter Lynch advice: Invest in what you know. [23:42]

Note: Timestamps may differ and are approximate, depending on your podcast player.

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:

IFB262-Why-You-Should-Consider-Buying-Boring-BusinessesDownload

Contact [email protected] to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.

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Welcome to the Investing for Beginners podcast! In today's episode, we will discuss two of our favorite mental models that every long term investors should have! These two concepts are undeniably not new and came from Graham's seminal book, the Intelligent Investor but these mental models are timeless and will always be apt no matter what economic cycle we are. As long as human emotions and behaviors are in play in the stock market, these concepts will stay so listen on!

Timestamps in the episode:

-Back to basics: What's the stock market really is. [02:30]

-The Mr. Market mental concept: the stock market personified. [04:40]

-How to handle the ups and downs of Mr. Market. [09:28]

-The true edge of individual investors. [13:15]

-Margin of safety: paying less for what's its worth! [14:14]

-Patience and thinking more of the downside than the upside in investing. [20:04]

Note: Timestamps may differ and are approximate, depending on your podcast player.

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:

IFB262-Mr-Market-and-Margin-of-SafetyDownload

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Welcome to the Investing for Beginners podcast! Today's episode will be an investing class! Here we will take a stab on Patrick O'Shaughnessy's question posted in Twitter. (Link to the tweet- https://bit.ly/3HDqty4) The question goes like this: You get to teach an investing class by using three long term single case use stocks from any era. Berkshire's not allowed. Listen on as we discuss each of our picks that are sure good primer into what a great business is and vice versa!

Timestamps in the episode:

-Andrew's first case study: Coca-cola ($KO), a centennial multi-bagger brand. [02:14]

-The most obvious names can oftentimes make the most wealth in the stock market. [05:44]

-Dave's first case study: Visa ($V), the payment toll road king. [06:33]

-How Visa's business model changed into a scale not everyone expected it to be. [07:45]

-Andrew's second case study: Circuit city, the fallen electronics retailer. [10:44]

-Why a business that prioritizes growth at all cost can fall the hardest. [11:53]

-Dave's second case study: General Electric ($GE), a mature business on its last legs. [14:44]

-A perfect example of a company going through each stage of its business life cycle. [15:02]

-Why not all growth are not created equal. [18:00]

-Differentiating good acquisitions from bad ones. [20:18]

-Andrew's third case study: Tesla ($TSLA), the picture perfect growth machine. [21:57]

-A business on its early innings in real time. [25:05]

-Dave's third case study: Amazon ($AMZN), the e-commerce retail behemoth. [26:41]

-The management's relentless focus on free cash flow. [27:48]

Note: Timestamps may differ and are approximate, depending on your podcast player.

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:

IFB260-Which-Companies-Would-You-Use-to-Teach-a-Finance-Class.docxDownload

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Welcome to the Investing for Beginners podcast! In today's episode, we will be doing a bird's eye view on a semiconductor company, Texas Instruments. We will dabble not much on the nature of its semiconductor business but focus on how the company manages really well their business especially on the capital allocation front. This is another "boring" business that has done great for a long time so listen on!

Timestamps of the episode:

-A brief intro on what Texas instruments ($TXN) do. [01:00]

-What capital allocation really means. [01:45]

-Free cash flow is the mantra and king for TXN. [04:17]

-Why free cash flow matter in the first place? [10:07]

-What sets TXN's capital allocation apart from their peers. [15:20]

-The three metrics TXN's excelled for the longest time. [20:44]

-Downsides of doing buybacks and how TXN does it right. [26:45]

Note: Timestamps may differ and are approximate, depending on your podcast player.

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:

Birds-Eye-View-of-TXNDownload

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Welcome to the Investing for Beginners podcast! Today's episode will be about us talking on everybody's favorite subject- taxes! Sarcasm intended. As we near the tax filing season, we find it timely to talk about how taxes impact investing and ultimately your path to financial freedom. Listen on as we break down this important topic everybody's raving, or ranting about.

Timestamps of the episode:

-Why the topic of taxes is relevant in investing. [02:34]

-What are capital gains really? [04:21]

-Different vehicles that reduce taxes in investing. [05:33]

-The difference between traditional IRA and 401k accounts. [07:28]

-How dividends are taxed between the two retirement accounts. [11:19]

-What is a HSA? and why you would want to have one. [13:27]

-Breaking down tax deductions. [17:00]

-Talking about tax harvesting and why you should not make portfolio decisions based on this. [18:41]

-The best way to avoid taxes and how Buffett used this to compound his wealth. [22:23]

-How do you file your taxes? The two approaches you can take. [24:21]

-How the software Turbotax helps Dave in his taxes. [25:22]

Note: Timestamps may differ and are approximate, depending on your podcast player.

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 

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Welcome to the Investing for Beginners podcast! Today's episode is about the most anticipated recession and its relationship with the yield curve everybody is talking about in the financial space nowadays. We will shed light as to why people are fixated in the invertedness of the yield curve and the talk on "if the recession is here, why isn't it felt?" Listen on!

Timestamps of the episode:

-The polar opposite opinions on the existence of recession now. [01:25]

-What is the yield curve and its relevance to a recession. [03:10]

-Why the inverted yield curve poses an economic problem. [05:45]

-Understanding the effect of recession in the economy. [08:15]

-The lag between what the data shows and the market reaction. [11:40]

-Investing in a recessionary environment and market timing. [14:00]

-Focusing on what you can control. [17:43]

Note: Timestamps may differ and are approximate, depending on your podcast player.

The mentioned Richard Lehman seeking alpha article: https://seekingalpha.com/article/4564827-spy-understanding-s-and-p-500-performance-in-recessions

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 

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Welcome to the Investing for Beginners podcast! In today's episode, we have not only one but two great guests! Michelle Marki and Signe Lonholdt of Investing Mastermind podcast joins us in talking about value investing, networking and their annual Berkshire meeting experience. They also share about their goal in bringing more women in a male dominated investing industry and how it will have a better overall impact in the industry as a whole. Listen on! More minds, the merrier!

Timestamps of the episode:

-How the Investing Mastermind podcast started. [01:03]

-Signe shares how she and Michelle were brought up into investing. [02:20]

-The annual Berkshire Hathaway meeting experience- the Woodstock for capitalist. [04:28]

-They talk about how women can fit well in a male dominated industry such as investing. [09:31]

-Reasons why there is a scarcity of women in the investing industry. [14:50]

-Michelle and Signe's value investing style. [18:18]

-Why now is the best time to invest. [22:15]

-How having an investing partner or essentially being with like minded individuals really help. [26:00]

-Unsafe investing spaces and how the Buffet-Charlie investing style of kindness is needed in those spaces. [31:15]

-How to find and network with like minded people. [35:23]

-Where to reach and learn more about Michelle and Signe's work. [38:33]

Note: Timestamps may differ and are approximate, depending on your podcast player.

Michelle and Signe's Investing Mastermind podcast- https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP?si=c6c4240520ad4558

their email- [email protected]

Michelle Marki's investing youtube channel- https://www.youtube.com/@MichelleMarki/featured

Signe Lonholdt's blog- https://www.aahus.com

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 

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Contact [email protected] to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.

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