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    Business

    The Investing for Beginners Podcast – Your Path to Financial Freedom

    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.

    Advertise

    Copyright: © (c) Sather Research, LLC

    • Apple Podcasts
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    Latest Episodes:
    Growth vs. Quality Investing with Pieter Slegers and Kris Heyndrikx Dec 05, 2024
    Show notes

    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 newsletter@einvestingforbeginners.com

    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


    PIVOT Framework ("T"): Thinking Moats Dec 02, 2024
    Show notes

    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 newsletter@einvestingforbeginners.com

    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


    PIVOT Framework ("O"): Observing Metrics Nov 28, 2024
    Show notes

    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 newsletter@einvestingforbeginners.com

    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


    PIVOT Framework ("V"): Valuation Nov 25, 2024
    Show notes

    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 newsletter@einvestingforbeginners.com

    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


    PIVOT Framework ("I"): Idea Generation Nov 21, 2024
    Show notes

    Welcome to the Investing for Beginners podcast, where we simplify the world of investing. Today, we explore the PIVOTT framework, a powerful tool for enhancing your investment strategy. Join us as we dive into idea generation, a crucial step for stock pickers at any level, and discover actionable insights to boost your portfolio.

    • 00:00:00 - Introduction to the Investing for Beginners podcast and today's topic.
    • 00:00:52 - Explanation of the PIVOT framework for better investing.
    • 00:01:06 - Breakdown of PIVOT: Portfolio, Idea, Valuation, Observing, Thinking.
    • 00:01:27 - Focus on idea generation for stock pickers.
    • 00:02:12 - Importance of finding unique, undervalued stock ideas.
    • 00:04:32 - Using stock screeners to filter potential investment opportunities.
    • 00:05:48 - Buy what you know: Familiarity as a starting point.
    • 00:10:16 - Observing everyday products for potential investment ideas.


    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 newsletter@einvestingforbeginners.com

    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


    PIVOT Framework ("P"): Portfolio Management Nov 18, 2024
    Show notes

    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

    SUBSCRIBE TO THE SHOW

    Apple | Spotify | Google | Amazon | Tunein

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


    IFB368: The Role of Stock-Based Compensation in Company Valuation Nov 14, 2024
    Show notes

    Understanding stock valuation is crucial for investors. In this episode of the Investing for Beginners podcast, we explore valuation basics, stock-based compensation, and why Warren Buffett emphasizes buying stocks like he buys socks—when they're on sale.

    • [00:00:50] Introduction to valuation and stock-based compensation concepts.
    • [00:01:11] Buying stocks means owning part of a business.
    • [00:01:33] Valuation determines if a stock's price is fair.
    • [00:02:30] Importance of paying a good price for stocks.
    • [00:03:16] Warren Buffett buys stocks like socks—when they're discounted.
    • [00:03:42] Various methods exist for valuing companies.
    • [00:04:18] Discounted cash flow models project future cash flows.
    • [00:05:17] Free cash flow models analyze cash flow statements.

    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 newsletter@einvestingforbeginners.com

    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


    IFB367: Exploring the Future of Payments Nov 11, 2024
    Show notes

    In this episode of the Investing for Beginners podcast, Andrew and Dave delve into the payments industry, exploring its significance for investors. They discuss the evolution of payment systems, investment opportunities, and the impact of digital transactions on the global economy.

    • 00:00:50 - Andrew interviews Dave on payments as a financial expert.
    • 00:01:06 - Importance of understanding payments for all types of investors.
    • 00:02:16 - Payments simplify financials, crucial for economic growth.
    • 00:03:44 - Plastic cards dominate payments, replacing checks and cash.
    • 00:08:25 - Digital payments offer better tracking and spending control.
    • 00:11:02 - Global adoption of mobile payments is rapidly increasing.
    • 00:14:28 - Cross-border payments are becoming more efficient and affordable.
    • 00:17:22 - Blockchain technology's potential impact on payment systems discussed.

    Today's show is sponsored by:

    Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day 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 newsletter@einvestingforbeginners.com

    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


    Bird's Eye View: Analyzing Google Nov 07, 2024
    Show notes

    In this episode of the Investing for Beginners podcast, hosts Andrew and Dave explore Alphabet Inc., the parent company of Google and YouTube. They discuss Alphabet's impressive 19% average revenue growth over the past decade, its competitive advantages, and potential challenges, including legal scrutiny and AI competition.

    • 00:00:51 - Introduction to Alphabet, Google's parent company, and its significance.
    • 00:01:07 - Alphabet's major revenue sources: Google and YouTube.
    • 00:01:28 - Importance of analyzing a company's revenue growth over time.
    • 00:02:26 - Alphabet's impressive 19% average revenue growth over ten years.
    • 00:03:46 - Alphabet's attractive pricing and potential value opportunities. 00:05:01 - Google's services improve lives, offering significant user value.
    • 00:14:11 - Legal challenges: Google's default search status under scrutiny.
    • 00:27:47 - AI's impact on Google: potential risks and opportunities.

    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 newsletter@einvestingforbeginners.com

    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


    Exploring Investment Strategies with Cedar Grove's Paul Cerro Nov 04, 2024
    Show notes

    oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives.

    • - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove.
    • - 00:01:18 - Competitive nature drives Paul's passion for stock investing.
    • - 00:02:22 - Focus on beating the S&P, not other investors.
    • - 00:03:43 - Investment strategy evolved pre, during, and post-COVID.
    • - 00:05:18 - Prefers long-term holds with lower volatility for stability.
    • - 00:06:07 - Discusses IPOs, arbitrage, and special situations strategies.
    • - 00:09:53 - Arbitrage opportunities arise from price-value dislocations.
    • - 00:26:47 - Beginners should avoid complex strategies; prioritize comfort level.

    Learn more from Paul here:

    X: @paulcerro

    Substack: Cedar Grove Capital Management

    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.

    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

    Apple | Spotify | Google | Amazon | Tunein

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


    Previous 1 25 26 27 28 29 77 Next

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