PIVOT Framework ("P"): Portfolio Management

The Investing for Beginners Podcast - Your Path to Financial Freedom

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State Secrets: Inside The Making Of The Electric State

1
The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

cách đây 8 weeks trước21:04

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Thích

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21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

cách đây khoảng một năm trước 49:40

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Welcome to the "Investing for Beginners" podcast, where we explore essential strategies for successful investing. In this episode, we introduce the PIVOT framework, focusing on portfolio management, diversification, and balancing risk and reward to enhance your investment journey.

00:00:00 - Introduction to podcast and unique episode format.
00:00:51 - Overview of the PIVOT framework for investing.
00:01:05 - Focus on portfolio management's vital role.
00:02:00 - Importance of conviction and diversification in investments.
00:03:15 - Buffett's punch card analogy for investment strategy.
00:04:00 - Difficulty in finding multiple great monthly investments.
00:05:01 - Discussion on position sizes and portfolio balance.
00:06:11 - Need for industry diversification in portfolios.

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!

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.

Have questions? Send them to newsletter@einvestingforbeginners.com

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552 tập

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like

PIVOT Framework ("P"): Portfolio Management

The Investing for Beginners Podcast - Your Path to Financial Freedom

79 subscribers

published cách đây khoảng một năm trước

Chia sẻ

MP3•Trang chủ episode

00:00:00 - Introduction to podcast and unique episode format.
00:00:51 - Overview of the PIVOT framework for investing.
00:01:05 - Focus on portfolio management's vital role.
00:02:00 - Importance of conviction and diversification in investments.
00:03:15 - Buffett's punch card analogy for investment strategy.
00:04:00 - Difficulty in finding multiple great monthly investments.
00:05:01 - Discussion on position sizes and portfolio balance.
00:06:11 - Need for industry diversification in portfolios.

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!

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.

Have questions? Send them to newsletter@einvestingforbeginners.com

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

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

552 tập

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like

Tutti gli episodi

The Investing for Beginners Podcast - Your Path to Financial Freedom

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CJ Gustafson, tech CFO and author of Mostly Metrics, joins the show to reveal what a CFO really does, how SaaS models work, the art of raising capital, and why storytelling is crucial in finance. Learn about IPOs, AI’s impact, and building durable businesses from one of the industry’s most insightful voices. [00:01:00] CFOs as resource allocators and company portfolio managers. [00:04:00] SaaS model’s predictability and recurring revenue explained. [00:07:00] Managing cash flow and runway in startups is critical. [00:10:00] Building investor relationships for easier future fundraising rounds. [00:13:00] CFOs spend more time managing people than spreadsheets. [00:15:00] Tech business models and pricing strategies evolve rapidly. [00:18:00] Klarna IPO: business model, AI use, and credit risks. [00:25:00] CFOs must tell compelling stories, not just crunch numbers. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. T oday’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Learn more about CJ here: Mostly Metrics What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein For sponsorship inquiries, reach out to us at equity@einvestingforbeginners.com . Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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cách đây 5 ngày trước41:08

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In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit strategy, and the importance of understanding time horizons. The discussion extends to the utility of AI in financial research, where they outline its current limitations and emphasize the critical value of personally reading and understanding company financial statements. They also provide practical tips for balancing detailed financial analysis with a busy lifestyle and the potential advantages and risks associated with different investment strategies. 00:00 Introduction and Listener Questions Overview 00:41 Question 1: Strategies for Micro Cap Stocks 11:44 Question 2: Evaluating FDVV and Investment Strategies 21:59 Question 3: Using AI for Investment Research 33:54 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. T oday’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein For sponsorship inquiries, reach out to us at equity@einvestingforbeginners.com . Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuation metrics often fail. Learn how to analyze any stock, avoid common mistakes, and discover the tool that makes investing easier for everyone. [00:01:00] Why PE ratio fails for Amazon and growth stocks. [00:03:00] The six stages of a company’s business lifecycle explained. [00:07:00] How to spot startups and hypergrowth companies in the market. [00:11:00] Self-funding phase: when companies stop needing outside capital. [00:13:00] Operating leverage: profits grow faster than revenue here. [00:16:00] Capital return phase: dividends, buybacks, and mature companies. [00:19:00] Three key numbers to identify a company’s current stage. [00:26:00] Why Amazon’s valuation needs a different metric approach. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. T oday’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Check out the Stock Simplifier here: Stock Simplifier. What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein For sponsorship inquiries, reach out to us at equity@einvestingforbeginners.com . Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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cách đây 12 ngày trước1:07:28

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Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Learn why budgeting trumps stock picking, the real story behind target date funds, and how to build wealth in your 20s. [00:01:00] Joe’s frugal start: recording from his mom’s basement. [00:02:00] Inflation warning: budget, not stocks, is your real risk. [00:04:00] Joe’s first money mistake: credit card disaster at Citadel. [00:09:00] Mom’s tough love: “It’s your problem, not mine.” [00:11:00] Gamifying debt payoff: taking control became fun. [00:14:00] Take career risks, not just portfolio risks, for wealth. [00:17:00] Purpose in retirement: why staying active matters most. [00:39:00] Target date funds: why Joe says “don’t use them.” Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. T oday’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod Learn more about Joe and Stacking Benjamins here: Stacking Benjamins What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein For sponsorship inquiries, reach out to us at equity@einvestingforbeginners.com . Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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Comparing the Biggest Retailers: Costco vs Amazon vs Walmart 54:43

cách đây 15 ngày trước54:43

54:43

In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these companies compete, their business models, and what potential investors should consider. The show covers Amazon's diverse revenue streams, Costco's membership-driven, low-margin strategy, and Walmart's large-scale, low-cost operations. The conversation also touches on the financials, growth prospects, and potential risks associated with each company, providing a comprehensive guide for beginner investors. 00:00 Introduction and Episode Overview 01:46 Amazon: The Retail Giant 02:30 Amazon's Business Segments and Growth 05:36 Amazon Prime and AWS 09:12 Costco: The Warehouse Club Model 11:49 Costco's Business Strategy and Growth 21:29 Walmart: The Retail Leader 24:16 Walmart's Growth Strategy 25:40 Amazon vs. Walmart: The Grocery Battle 27:36 Costco's Competitive Edge 29:24 Investment Prospects: Walmart, Costco, and Amazon 37:06 Amazon's Innovation and Risks 39:33 Walmart and Costco: Growth Challenges 46:04 Final Thoughts and Future Predictions Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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Analyzing Software Stocks Amid the Market Turmoil w/ Finchat's CEO 53:39

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In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investment styles, and the importance of a long-term perspective in stock investing. Braden shares insights into his own investment philosophy, the kinds of companies he prefers, and how he sources and evaluates potential investments. The discussion includes an in-depth look at handling uncertainty in the markets, sector-specific challenges, and the future of AI in investing and business operations. Listeners also get an overview of Braden's favorite companies and what makes them durable, along with practical advice on how to use screener tools. 00:00 Introduction and Guest Welcome 00:48 Handling Market Volatility 04:22 Investment Strategies and Risk Tolerance 08:19 Finding and Evaluating Companies 12:30 Quality Investing and Valuation 16:20 Durability and Market Trends 23:49 Understanding Software Business Durability 24:24 The Power of Network Effect Businesses 24:59 Building Moats in Software Companies 25:42 The Challenge of Competing with Established Software 26:42 The Appeal of Investing in Software 28:00 Fin Chat's Personalized Features 28:31 The Complexity of Data Aggregation 29:57 The Impact of AI on Knowledge Work 33:54 The Future of Coding with AI 35:25 AI's Role in Automating Paperwork 39:45 Investing in AI and Infrastructure 44:34 Fin Chat and Podcast Recommendations 46:24 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Check out Braden's podcast: The Canadian Investor Get 15% off a subscription to Finchat.io using our affiliate link: http://finchat.io/?via=dave Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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Investor Profile: Warren Buffett's Impact on Our Life and Investing 40:19

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40:19

In this episode, Dave and Andrew dive deep into the life and strategies of Warren Buffett, one of the most renowned investors of all time. The discussion covers Buffett's early years, his entrepreneurial spirit, his foundational influences, including Ben Graham, and his value-based investing approach. Additionally, the episode explores Buffett’s acquisition and management strategies at Berkshire Hathaway, his use of insurance float, and some pivotal decisions during his career. The hosts also reflect on the practical lessons they’ve learned from Buffett. 00:00 Introduction to Warren Buffet 00:25 Buffet's Early Years and Influences 03:27 The Intelligent Investor and Ben Graham 08:18 Buffet's Investment Partnership 12:34 The Berkshire Hathaway Era 16:02 The Power of Insurance Float 21:37 Buffet's Investment Philosophy 29:06 Lessons and Legacy 33:06 Conclusion and Listener Engagement Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
10 of the Best CEOs in the Stock Market Today 59:05

cách đây 26 ngày trước59:05

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In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction. Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore rising stars in innovative and technology-first industries like payments. The episode provides insights into how these CEOs have navigated challenges, evolved their business models, and consistently created value for shareholders through smart investment and operational strategies. 00:00 Introduction 01:02 Discussing Favorite CEOs 01:28 Brett's First Pick: Bom Suk Kim of Coupang 06:52 Dave's First Pick: Warren Buffett 12:44 Brett's Second Pick: Brian Chesky of Airbnb 16:57 Dave's Second Pick: Mark Leonard of Constellation Software 22:01 Brett's Third Pick: Stephen Squeri of American Express 25:34 Dave's Third Pick: Pieter van der Does of Adyen 26:38 The Unique Culture of Adyen 27:02 Adyen's One-Platform Advantage 28:04 Stock-Based Compensation and Pay Ratios 28:53 Adyen's Market Position and Growth 30:43 Sprouts Farmers Market Turnaround 37:41 Nubank's Innovative Approach 42:41 Nelnet: The Berkshire Heir 47:51 Markel's Berkshire-Like Strategy 51:03 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Check out Brett's podcast called Chit Chat Stocks , and the great work he does on their Substack . Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
Q&A: Buying Big, Struggling Companies; Adding to Losers 41:30

cách đây 29 ngày trước41:30

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In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents a buying opportunity, the implications of poor capital allocation and mergers on shareholder value, and advice on buying the dip in Texas Instruments (TXN) and Crown Castle (CCI). The conversation delves into the risks and benefits of investing in large, well-known companies, and stresses the importance of understanding a business's fundamentals and market position. Listeners are encouraged to think long-term and consider the implications of market trends, technological disruptions, and management decisions on their investments. 00:00 Welcome to Investing for Beginners 00:19 Should I Buy Intel Stock? 03:03 Understanding the Innovator's Dilemma 06:53 Evaluating Big Companies as Investments 14:59 Impact of Management Decisions on Shareholder Value 24:51 Texas Instruments vs. Crown Castle 34:24 Final Thoughts and Wrap-Up Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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The Myriad of Opportunities in Infrastructure with John Rotonti 56:20

cách đây 5 weeks trước56:20

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In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses. He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns. 00:00 Introduction and Welcome 00:08 John Rotonti's New Role and Portfolio Overview 01:00 Portfolio Composition and Strategy 01:34 Infrastructure and Housing Investments 05:26 Cash Management and Investment Philosophy 10:25 Industry-Wide Sell-Offs and Contrarian Investing 19:57 Long Duration Growth and Utility Investments 24:30 Evaluating Company Growth Potential 25:06 Revenue Growth Analysis 26:36 Margin Expansion Opportunities 28:23 Case Study: Stock Movement Between Buckets 28:56 Electrification and Data Centers 33:27 GE Renova: A Deep Dive 39:08 Mount Rushmore of CEOs 43:08 Investment Strategies and Moats 46:04 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Subscribe to John Rotonti's fantastic newsletter at lastbastion.com. Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
Stock Therapy: How many stocks is too many? 39:29

cách đây 5 weeks trước39:29

39:29

In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'. Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. The conversation delves into the emotional aspects of investing, the balance between staying informed and being overwhelmed, and specific stocks such as MasterCard, FICO, and Meta. The hosts explore strategies for managing portfolio size, staying informed without getting overwhelmed, and overcoming biases when evaluating new investment opportunities. The episode wraps up with insights on the therapeutic value of discussing investment struggles openly and the introduction of a new 'stock therapy' workshop for their Value Spotlight community. 00:00 Introduction to Stock Therapy 00:44 Portfolio Management Challenges 04:30 Balancing Information and Emotions 17:41 Reevaluating Investment Strategies 30:38 Stock Therapy Sessions Announcement 32:29 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

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The History of NVIDIA and Latest in AI w/ Eric Bleeker from the AI Investor Podcast 57:33

cách đây 6 weeks trước57:33

57:33

In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial intelligence (AI). The discussion expands on the evolution of AI, emphasizing Nvidia’s milestones and breakthroughs in deep learning and neural networks. They highlight the dramatic advancements and potential disruptions AI brings to fields like coding, data centers, and software development. Eric explains the new scaling laws and reasoning models that promise to revolutionize AI further. They explore investment strategies in the AI sector, including major tech players and emerging picks and shovels in the supply chain. Concluding with practical applications of AI in everyday life, this episode offers a comprehensive overview of the AI industry. 00:00 Introduction and Guest Welcome 00:27 Eric's Journey into AI 04:08 The Rise of Nvidia 06:34 Deep Learning and AI Breakthroughs 11:56 Scaling Laws and AI's Future 17:53 Global AI Investments and Market Reactions 24:14 Understanding Reasoning Models 25:44 AI's Astounding Progress in Reasoning 26:07 The Future of AI in Coding and Beyond 29:20 Investing in AI: Key Players and Strategies 31:11 AI's Impact on Various Industries 45:34 The Role of AI in Personal and Professional Life 48:48 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
Where Do We Start When Analyzing an Income Statement? 37:57

cách đây 6 weeks trước37:57

37:57

In this episode, hosts Andrew and Dave break down how to analyze an income statement using Nike as an example. They discuss the importance of financial statements, starting with revenue and profitability, and walk through the different sections such as net income, gross profit, and operating income. They also emphasize the significance of earnings per share and provide insights on what to look for in the MD&A (Management Discussion and Analysis) section of company reports. The episode includes practical advice on identifying key metrics and potential red flags in a company's financial health. 00:00 Introduction to Investing for Beginners 00:07 Understanding Income Statements 00:31 Analyzing Nike's Financials 01:06 Key Metrics in Income Statements 01:32 Revenue and Profitability Insights 05:28 Management Discussion and Analysis (MD&A) 08:46 Gross Profit and Operating Income 18:05 Earnings Before Taxes and Interest 22:35 Earnings Per Share (EPS) 29:13 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
Expanding Your Competence Like Buffett (w/ Alex Morris from TSOH) 58:22

cách đây 7 weeks trước58:22

58:22

In this episode, Dave and Andrew feature Alex Morris, founder and analyst at TSOH Investment Research and author of 'Buffett and Munger Unscripted.' Alex shares his journey into the world of stock investing, inspired by business legends Warren Buffett and Charlie Munger. The conversation covers Alex's perspective on investing, including his preference for stocks over other assets, insights from his book, and his views on business valuation, competitive analysis, and the importance of management. The dialogue also touches on strategies like minimum position sizing, the role of qualitative versus quantitative analysis, and advice for novice investors looking to expand their knowledge and competence in investing. As a special note, proceeds from Alex's book will be partially donated to Glide, a charitable organization supported by Warren Buffett. 00:00 Introduction and Guest Welcome 00:30 Why Choose Stocks? 02:00 The Inspiration Behind the Book 04:47 Impact of Berkshire Meetings 06:59 Understanding Business and Investing 08:08 Insights on Discount Stores 12:41 Lessons from Berkshire's History 19:49 Circle of Competence and Investment Strategies 25:41 Analyzing New Investments 26:38 Dollar Tree Investment Journey 30:07 Evaluating Microsoft and Tech Investments 45:06 Writing and Its Impact on Investing 49:05 Final Thoughts and Book Promotion Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Investing for Beginners Podcast - Your Path to Financial Freedom

1
Is Zyn the Next "To The Moon" Investment? 38:23

cách đây 7 weeks trước38:23

38:23

In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco companies. They detail the company's historical financial performance, including its revenue growth, profit margins, and capital allocation strategy. They also discuss Philip Morris' recent strategic moves, such as the acquisition of Swedish Match and the introduction of the Zyn nicotine product. Despite the hype surrounding Zyn's growth, they highlight concerns about the company's profitability and the sustainability of its business model. Additionally, the hosts express their personal stance on investing in tobacco companies. The episode serves as a deep dive into the financials and strategic direction of Philip Morris, offering valuable insights for potential investors. 00:00 Introduction to Philip Morris 00:20 Overview of Philip Morris and Its Products 01:24 Financial Health and Maturity of Philip Morris 03:27 Profit Margins and Financial Insights 04:44 Geographical Revenue Breakdown 08:08 Capital Allocation and Debt Management 09:46 Zyn's Impact and Market Trends 13:48 Challenges and Future Outlook 27:02 Ethical Considerations and Personal Reflections 30:43 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp . Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices…

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