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.
Hosts Andrew Sather and Stephen Morris break down value investing fundamentals into plain English: how to read financial statements, value a company, avoid common beginner mistakes, and build a long-term portfolio you can actually stick with.
Plus, in our At Any Rate episodes with host Evan Raidt, we tackle the personal finance side of wealth building— paying off debt, budgeting, saving, and the money debates every household faces before (and while) investing.
Stop chasing "get-rich-quick" schemes and start building your path to financial freedom, one episode at a time. Follow for more.
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IFB352: 5 Essential Tools for Researching Industry Connections in Investing
Thursday, August 29, 2024 • Duration 36:33
Welcome to the Investing for Beginners podcast, episode 352. Join Dave and Andrew as they answer listener questions about investing strategies, portfolio management, and stock picking in this informative and engaging discussion.
Summary with timestamps:
00:00:00 - Introduction and overview of the episode 00:00:42 - Question about tools and resources for following industry connections 00:08:35 - Discussion on diversifying portfolios with ETFs 00:12:54 - Question about dollar-cost averaging (DCA) strategy 00:19:10 - Balancing retirement and brokerage portfolios 00:21:22 - Question about investing a large sum in a single stock 00:31:27 - Wrap-up and closing remarks
The podcast covers various investing topics, including:
Research tools for understanding industry connections
Diversification strategies using ETFs
Pros and cons of dollar-cost averaging
Managing different types of investment accounts
Considerations for investing a large sum in a single stock
Throughout the episode, Dave and Andrew provide practical advice and personal insights based on their investing experience, while emphasizing the importance of long-term thinking and understanding one's investment goals.
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.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
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Compounding Quality: Pieter Sleger's Approach to Identifying Great Businesses
Monday, August 26, 2024 • Duration 01:04:10
In this episode, we chat with Pieter, founder of the Compounding Quality newsletter, as he shares insights on quality investing, identifying great businesses, and his journey in the world of stocks.
00:00 - 00:07: Introduction of Pieter and his credentials, including his newsletter and book on quality investing.
00:08 - 02:37: Pieter explains why he chose to invest in stocks and shares his early experiences, emphasizing the long-term potential of equities.
02:38 - 07:16: Discussion on Pieter's first stock investment, mistakes he made, and how those experiences led him to educate himself on investing.
07:17 - 12:21: Pieter describes his approach to quality investing, focusing on finding great businesses with healthy balance sheets, led by strong management, and trading at attractive valuations.
12:22 - 15:02: Pieter discusses how he maintains a watchlist of potential investments and his focus on companies with high market caps.
15:03 - 20:49: Detailed discussion on the concept of economic moats, emphasizing the importance of investing in companies with sustainable competitive advantages.
20:50 - 24:04: Further elaboration on pricing power, with examples of companies that have successfully maintained high pricing power.
24:05 - 32:14: Insights into Pieter’s thoughts on return on invested capital (ROIC), its importance in identifying quality investments, and the challenges of disruption in quality investing.
32:15 - 49:02: Pieter's approach to valuation, including how he assesses whether a stock is overvalued or undervalued, using methods like forward P/E comparisons and reverse DCF.
49:03 - 56:56: Pieter discusses his ideal investment, focusing on companies with strong growth, reinvestment opportunities, and aligned management. He also shares his thoughts on the tools and platforms he uses for research.
56:57 - End: Conclusion, with Pieter offering to connect with others interested in quality investing and sharing where to find his resources online.
Learn more from Pieter here:
Compoundingquality.net
X: @QCompounding
LInkedIn: Pieter Slegers
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.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
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Secrets to Investing Success in Less Trendy Industries With Misfit Alpha
Thursday, July 25, 2024 • Duration 01:02:14
Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!
00:00 Analyzed 7500 companies, found 675 true alphas
04:58 Real estate as investment, with research appeal.
08:36 Many successful companies with common traits.
10:45 Companies with limited competition can generate wealth.
14:54 Management actions impact company success and returns.
17:19 Companies share wealth with all employees, thriving.
21:18 CEO value, compensation, and management's impact summarized.
25:47 Seek simple, undervalued businesses for better returns.
26:57 Company NBR operates with minimal communication and AI.
32:27 Lived abroad, cautious about tech investments, risks.
33:27 Invest in solid, boring businesses, not trends.
39:14 Limited potential in energy and electricity investments.
40:44 Avoid investing in industries you don't understand.
43:54 Large mergers often lead companies to struggle.
48:50 Mergers and acquisitions may not benefit companies.
50:17 Contract research organizations manage pharmaceutical clinical trials.
53:22 Long-term growth in businesses through reliable distributors.
Learn more about Tyler here:
X: Misfit Alpha
Subtack: Misfitalpha.com
Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription
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!
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
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
IFB305: Evaluating Investments Beyond Stock Prices: A Deep Dive into Business Performance
Thursday, September 14, 2023 • Duration 35:46
Welcome to episode 305 of The Investing For Beginners Podcast! In today's episode, we dive into the importance of documenting investment decisions, understanding industry cycles, and using key performance indicators to assess company performance. Dave and Andrew share insights from their own experiences with investing, including lessons learned from stocks like Intel and Target. So grab your notepad and get ready to learn valuable strategies for successful investing. Let's jump right in!
00:00:48 Focus on the business, not investment performance.
00:05:40 Target's declining sales raise concerns about future.
00:08:06 Documentation essential to monitor individual company performance.
00:12:01 Shipping industry profits highly cyclical, fluctuating dramatically.
00:16:55 Look at historical data to assess risk.
00:22:21 Not understanding business led to wrong investment decisions.
00:25:24 Taiwan Semiconductor excels, Intel falls behind.
00:28:32 Learn from experts and be curious about investments.
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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India's Economic Secret Weapon: Unveiling the Power of the India Stack with Kevin Carter
Monday, September 11, 2023 • Duration 50:41
Welcome back to another exciting episode of The Investing For Beginners Podcast! In today's episode, we have a very special guest joining us. We are thrilled to have Kevin Carter, the founder and CIO of EMQQ Global, sharing his insights and expertise with our listeners.
Kevin is here to discuss INQQ, an India-focused ETF offered by EMQQ Global. We'll explore the potential power and impact of India's unique digital public infrastructure, known as the India stack, and how it is transforming the economic landscape.
As we dive deep into India's emerging market, we'll discover why it is becoming increasingly attractive to investors. With a booming middle class, a thriving e-commerce sector, and a government supportive of technology, India has all the right ingredients for exponential growth.
Join us as Kevin sheds light on the immense opportunities and challenges of investing in India, the role of emerging market internet companies, and the potential for India to catch up to China in terms of physical infrastructure. We'll also explore the investing landscape in India, the valuation metrics to consider, and the companies that are driving growth in this exciting market.
So, grab your notepads and get ready to gain valuable insights from our conversation with Kevin Carter of EMQQ Global. Don't forget to check out their website and remember, always invest with a "margin of safety". Let's dive in!
00:00:44 India is the perfect emerging market. It has the largest population, better demographics, and a fast-growing economy. It also has a unique digital public infrastructure, which is its secret economic weapon.
00:04:26 India's digital and physical infrastructure summary:
India's infrastructure investments have led to significant advancements in both physical and digital infrastructure. Under Prime Minister Modi's leadership, massive investments have been made in roads, airports, ports, and the power grid, resulting in substantial progress. The country's digital infrastructure, known as the India stack, includes a national identity card system, a know-your-customer layer, and the Unified Payments Interface (UPI), allowing for seamless and cost-free money transfers. India's talent pool, particularly in the technology sector, is unparalleled, making it an attractive destination for outsourcing and investment.
00:20:38 Platform integrating sellers, buyers, and logistics with high growth potential in India market.
00:24:31 Emerging markets lack developed consumption infrastructure. Instead of traditional banking, they use mobile phone-based payments. Companies like Alibaba and Mercado Libre serve as both e-commerce platforms and financial service providers. Ride-hailing apps like Gojek also offer payment services. This trend is gaining traction in India.
00:28:19 Bajaj Finance: profitable Indian smartphone-based lender. India's emerging market and technological advances.
00:31:42 Foreign stock investment in India presents challenges due to regulatory and bureaucratic reasons. Most Indian internet companies go public in India, while Chinese and Latin American companies list on US exchanges for better liquidity. Indian companies face regulatory hurdles and have not sought capital in New York. India's growth potential and digitization make it an attractive investment if one believes in the story. Comparisons to China highlight the importance of choosing the right ETF for exposure to Indian market growth. Valuations in India are currently high, and the Peg ratio is a crucial valuation metric to consider.
00:44:35 Kevin shares interesting information with investors. Invest safely.
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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IFB304: Navigating the September Effect and Other Noise in Stocks
Thursday, September 7, 2023 • Duration 31:54
Welcome to episode 304 of the Investing for Beginners Podcast! In today's episode, Andrew and I will be discussing the September effect and other seemingly useless information that you might come across in the stock market. We'll dive into what the September effect is, whether you should sell or buy stocks during that month, and why it's important to ignore short-term noise when it comes to investing. We'll also explore the concept of the Santa Claus rally and discuss the mindset shift that investors need to make in order to focus on long-term success rather than weekly returns. So join us as we debunk these market myths and provide insights on how to compound your wealth effectively. Let's get started!
00:02:13 Don't interrupt compounding by timing investments.
00:04:11 Santa Claus rally not important, noise mostly.
00:08:21 Media sensationalizes news, creating "nothing burger" situations.
00:12:47 Politics is personal, elections noisy, avoid sensationalism.
00:16:54 Fed's impact on economy takes time to show.
00:22:21 Buffett and Ackman on opposite sides: be cautious.
00:24:10 Celebrity investors shouldn't determine your investment choices.
Today's episode is sponsored by:
Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order.
Head to factormeals.com/investing50 and use code investing50 to get 50% off.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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IFB303: How to Spread $10,000 in the Stock Market
Monday, September 4, 2023 • Duration 33:17
Welcome back to the Investing for Beginners Podcast! In today's episode, "303," we delve into four intriguing listener questions shared with us via Spotify. One of our listeners, Jason, has $10,000 to invest in the stock market and seeks advice on which stock to buy and how to spread it out. We tackle this question head-on in a discussion between Andrew and Dave, emphasizing the importance of learning to fish instead of relying on others for stock recommendations. They suggest starting with our show as a great educational resource, but also provide practical tips on how to spread out investments and mitigate risk. They advise diversifying holdings while remaining mindful of potential returns. Dave recommends investing a portion in an S&P 500 ETF or index fund to dip one's toes into the market. Additionally, he suggests choosing a couple of companies to invest in, preferably familiar ones, to gain insight into individual stock ownership. The goal is to learn and adapt while understanding the dynamic nature of the market. Both hosts stress the value of education and self-discovery in the investment journey. Join us as we explore this listener question and delve into the world of investing with a prudent mindset. Stay tuned!
00:02:01 Invest in index funds, then diversify with individual stocks to learn about the stock market and minimize risk.
00:09:02 Followed the White Rabbit, learned, then invested.
00:12:59 ADRs allow you to own stock abroad.
00:15:28 Tax implications of investing in foreign stocks.
00:20:09 Start with home bias, then branch out.
00:22:31 Big ADRs provide valuable information for investors.
00:25:19 Basic learning is essential for successful investing.
Today's episode is sponsored by:
Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order.
Head to factormeals.com/investing50 and use code investing50 to get 50% off.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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IFB301: Capital Allocation: The Number One Job for CEOs and Its Impact on Investing Performance
Thursday, August 31, 2023 • Duration 51:52
Welcome to the Investing for Beginners podcast! Today we have another round of great listener questions! As always like we like to say, we love receiving these kind of questions as it challenges us to think more and refreshes the investing knowledge we know. In this round, we will be discussing an array of topics encompassing calculating financial ratios yourself, an investing book list, lump sum vs DCA and more so listen on!
Timestamps of the episode:
-Are financial websites reliable? or should you calculate the ratios yourself? [01:44]
-Books to follow up on reading after The Intelligent Investor of Benjamin Graham. [07:30]
-Lump sum vs dollar cost averaging: which one is the best especially on index funds and individual stocks. [23:48]
-What is WACC/hurdle rate and why it matters in calculating your personal returns. [30:57]
-Why hurdle rates are sensitive to the current prevailing interest rates. [38:28]
-Operating leases and why it should be considered as debt of a business. [43:28]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Books mentioned in the episode:
Investment Gurus: A Road Map to Wealth from the World's Best Money Managers (New York Institute of Finance) by Peter Tanous
Psychology of Money by Morgan Housel
Market Masters: Interviews with Canada’s Top Investors ― Proven Investing Strategies You Can Apply by Robin Speziale
Richer, Wiser, and Happier by William Green
The Little Book of Sideways Markets: How to Make Money in Markets that Go Nowhere by Vitaly N. Katsenelson
The Dhando Investor by Monish Pabrai
More than you know by Michael Maubossin
The Little book of Valuation by Aswath Damodaran
Security Analysis by Benjamin Graham
Expectations Investing by Michael Maubossin
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
Today's show is sponsored by:
Get 55% off your Babbel subscription at Babbel.com/BEGINNERS.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order.
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Talking Getting Started in Real Estate with the Real Estate Rookie Podcast
Monday, August 28, 2023 • Duration 47:49
Welcome to the Investing for Beginners podcast! In today's episode, we will be having not only one guest but two! Ashley Kehr and Tony Robinson of the Real Estate Rookie podcast will be joining us to discuss everything about investing in real estate. They will share with us how one can start even with minimal capital, the inherent risks in real estate and choosing the right partner in building your real estate wealth. Listen on as we ask every beginner questions in the industry itself and how it will surely give you insights as well.
Timestamps of the episode:
-Why would one consider investing in the real estate industry instead of the stock market? [02:05]
-How to start investing with real estate and the pieces to prepare first before heading in. [08:00]
-Different reasons how real estate can serve your investment goals. [11:49]
-Risks and rates of return involving investing in real estate. [13:55]
-Why the type of risk you will take depends on the skill set you have. [17:48]
-Ways to deal with the inherent risks in the real estate industry and how those risks can immediately set you back. [20:16]
-Real estate investing can also be done at the comfort of your home regardless of where the property is located. [23:55]
-Ashley and Tony shares how real estate investing gave them the freedom to do things they love essentially giving them more time to pursue their passions. [27:50]
-They talk about their recent joint book project where it discusses how real estate partnerships work as the saying goes "if you want to go fast go alone, if you wanna go far go together." [30:37]
-Things you can do to mitigate the risks of being in a business partnership. [32:37]
-Finding the right partners in business is the most important thing you can do especially in real estate. Ashley and Tony shares insightful tips. [36:50]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Their podcast- https://open.spotify.com/show/7GAvDfVZWXglwZPxayvqh7?si=e9327d3067744ed4
Their upcoming book in preselling- https://store.biggerpockets.com/products/real-estate-partnerships?_pos=1&_sid=1dd453d22&_ss=r
Link to their Biggerpockets website- https://www.biggerpockets.com/podcasts/real-estate-rookie
Today's show is sponsored by:
Get 55% off your Babbel subscription at Babbel.com/BEGINNERS.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Sign up today at butcherbox.com/BEGINNERS and use code BEGINNERS to get two 100% grass-fed filet mignons and two wild-caught lobster tails for FREE in your first box plus $20 off your first order.
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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Simon Erickson of 7Investing Joins Us to Discuss Innovation and Growth Stock Opportunities
Thursday, August 24, 2023 • Duration 52:12
Welcome to the Investing for Beginners podcast! Today's episode, we will be joined by a special guest! Simon Erickson, host of 7investing podcast, will be joining us today to talk about his investing principles, portfolio allocation, the different industries he's interested in and much more! Listen on as we have a fun conversation on topics that not only will be insightful for beginners but also veterans out there. Let's go!
Timestamps of the episode:
-Simon shares his investing story and why he uses the number "7" in his company 7investing. [02:28]
-Why investing is such a personal endeavor and how Simon molded his own. [05:05]
-He talks about his favorite part of the semiconductor value chain and how it is more relevant today then ever. [08:00]
-How to think about balancing your portfolio if it is exposed in a cyclical industry. [11:14]
-The "hype" cycle is the enemy of a long term investor and how to avoid it. [13:25]
-Understanding deeper into the weeds of AI and Nvidia chips. [16:34]
-Switching gears into the defense industry and why it is relevant in recent times. [18:55]
-Signs that a management is a good capital allocator. [20:45]
-How to differentiate between a company that has done well in the past and will continue to do so over a company that shows promise at first but will ultimately flame out. [23:14]
-The importance of understanding which business life cycle a company is in. [25:17]
-A business that continues to protect its moat will surely thrive. [27:45]
-Simons shares the story behind the 7investing service and how it empowers retail investors. [29:42]
-Why fees shouldn’t be overlooked when you can do it yourself. [31:48]
-Discussing the barbell portfolio and how you should allocate each holdings in it. [32:45]
-The biggest advantage of an individual retail investors against institutional firms. [36:20]
-How to approach and analyze companies of different market caps. [37:00]
-Simon talks about the space economy and how it will be a driving force of the world economy in the coming decades. [39:23]
-The beauty of the world of investing where your curiosity is rewarded financially. [43:27]
-Simon tells his best dad joke. [47: 29]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Simon's website- https://7investing.com
His podcast- https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=58b4a51ae67947ec
His Youtube channel- https://www.youtube.com/channel/UCAI0YGmr9W96nZI1q3vSJHg
Today's show is sponsored by Rocket Money:
Cancel your unwanted subscriptions and manage your money the easy way by going to rocketmoney.com/beginners
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
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