IFB339: Applying Base Rates to Stock Picks: Insights from Michael Mauboussin's Expertise
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
4d ago
Andrew: Welcome to episode 339 of The Investing For Beginners Podcast. I’m Andrew. Dave: And I'm Dave. Today we are examining the crucial interplay between market expectations and the evolution of companies, underscored by recent executive changes at Disney. Andrew: Our focus extends to the practical applicability of base rates in valuation—a method for investors to ground their growth expectations in reality, inspired by the meticulous research of Michael Mobison. Dave: We will delve into the pivotal metrics, such as CFROI, that savvy investors should monitor to judge a company's reinvestment ..read more
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Back to the Basics: Standing on the Shoulders of Giants
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
6d ago
Dave: Hello, everyone, and welcome to The Investing for Beginners Podcast. I'm Dave. Andrew: And I'm Andrew. Today's episode is "Shoulders of Giants.wav," where we explore the invaluable lessons from the world's most renowned investors. Dave: We'll cover why brands like Google and Amazon act as "moats," protecting businesses just like Charlie Munger and Warren Buffett always remind us, and how these moats contribute to the companies' long-term successes. Andrew: Plus, we're talking about the investor's mindset—patience, temperance, and reading your way to success, just like the greats. Dave: S ..read more
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Sales, AI, and Entrepreneurship: A Conversation with Braden Dennis of Finchat.io
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
1w ago
Dave: Hello, eager investors! Welcome back to The Investing For Beginners Podcast. I'm Dave. Andrew: And I'm Andrew. In today’s episode, we're thrilled to welcome Braden Dennis, the innovative mind behind Finchat, a pioneering firm at the intersection of AI and equity research. Dave: Braden's going to share the origin story of Finchat, the significance of fundamental research in investing, and how the company is transforming financial data accessibility for professional investors. Andrew: He's not just a founder; Braden is a testament to the power of passion and grit in entrepreneurship. Start ..read more
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Back to the Basics: History of the Stock Market + The Power of Compounding
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
2w ago
In this episode of The Investing For Beginners Podcast, Dave and Andrew dive into the history of the stock market and the power of compounding. They explore the origins of the stock market, discussing its endurance through major global events and emphasizing its significance as a platform for investing in businesses. They break down the concept of compounding, likening it to a snowball effect and highlighting its potential to grow wealth over time. Drawing from examples like Warren Buffett and Apple, they drive home the importance of understanding the market's history and the potential of long ..read more
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IFB338: From Valuing Companies to Picking Brokers: Essential Advice for New Investors
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
2w ago
Welcome to episode 338 of The Investing For Beginners Podcast! This is your host Dave, with co-host Andrew, and we've got a value-packed episode for you today. We're breaking down the ins and outs of dollar cost averaging, comparing our philosophies to the likes of investing greats Warren Buffett and Charlie Munger. Plus, we tackle a critical question—how to figure out a stock's valuation and whether it's over or undervalued, demystifying free cash flows and market expectations. Discover the best beginner-friendly stockbroker firms, understand the benefits of ETFs like VTI and SPY, and learn ..read more
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Back to Basics: What is Your Dream? What is Your Why?
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
2w ago
Welcome to the "Investing for Beginners" podcast, where we dive deep into the world of investing. In this episode, Dave and Andrew discuss the crucial aspect of knowing your "why" when it comes to investing. They emphasize the importance of understanding your motivations and goals before diving into the stock market. The hosts share their personal experiences and provide practical tips for listeners to define their own "why." From setting a commitment to investing to the power of compound interest, they unpack the fundamental steps for creating a strong foundation in investing. Join us as we e ..read more
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IFB337: Investing with a Margin of Safety: A Strategic Approach
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
3w ago
Welcome back to The Investing For Beginners Podcast, this is episode 337, and I'm your host Dave, along with co-host Andrew. Today we delve into the intricacies of stock prices and their movement—or lack thereof. Andrew kicks things off by discussing why stocks might stagnate due to reasons such as overpaying and uncertain prospects, while I'll touch on how some companies might just slip under the radar, creating illiquidity in trading. In this episode, we'll also unpack the meaty concept of a stock's terminal value, with a nod to tech giants like Walmart and Apple, and talk about how expectat ..read more
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IFB336: Navigating Investment Strategies - Diversification vs. Sector Focus
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
3w ago
Welcome to The Investing for Beginners Podcast, I'm Dave, joined by Andrew. In episode 336, we tackle the myths around imitating investment giants like Warren Buffett and emphasize forging your own path in the financial markets. We debate the merits of diversification vs. selecting top-tier businesses, with Andrew sharing his personal investment principals and sectors to avoid. We also examine the intricacies of capital spending and R&D investments, underscoring the success stories of Microsoft and Apple to illustrate our points. Later, we discuss evaluating management quality and competit ..read more
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IFB336: Navigating Investment Strategies - Diversification vs. Sector Focus
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
1M ago
Welcome to The Investing for Beginners Podcast, I'm Dave, joined by Andrew. In episode 336, we tackle the myths around imitating investment giants like Warren Buffett and emphasize forging your own path in the financial markets. We debate the merits of diversification vs. selecting top-tier businesses, with Andrew sharing his personal investment principals and sectors to avoid. We also examine the intricacies of capital spending and R&D investments, underscoring the success stories of Microsoft and Apple to illustrate our points. Later, we discuss evaluating management quality and competit ..read more
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IFB335: A Comprehensive Look at Five Vital Valuation Metrics for Investors
The Investing for Beginners Podcast | Your Path to Financial Freedom
by Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
1M ago
Welcome to episode 335 of the Investing for Beginners podcast! In this episode, Dave and Andrew dive into a comprehensive discussion about five valuation metrics that can help investors understand the value of a company. They start by explaining the simplest and most frequently used shortcut for evaluating stocks, known as the price to earnings ratio. They also cover the importance of understanding how different metrics apply to companies in various stages of their lifecycle. Additionally, they share insights into the price to free cash flow, price to sales, and price to gross margin metrics b ..read more
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