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 a…

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 val…

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. [0…

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] Inflati…

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-…

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 evaluat…

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 ac…

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 …

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 de…

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, a…

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. T…

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 p…

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 …

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 prefere…

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 …

In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest. Leandro discusses his enthusiasm for long-term equity investing, explaining how he avoids shorting due to its unfavorable risk-return ratio. He details his approach to building an investment portfolio, his views on s…

In this episode, the hosts of the 'Investing for Beginners' podcast tackle complex listener questions about the advantages of share buybacks for dividend-focused investors. They delve into the mechanics of buybacks and their impact on share value and discuss the pros and cons of dividends vs. buybacks in terms of cash flow reliability and tax treat…

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave share the top 12 lessons they wish they knew when they first started investing. They discuss the challenges of beating the market, the simplicity of investment math, the importance of continuous learning, and the nuances of understanding business fundamentals. They also d…

In this episode of the 'Investing for Beginners' podcast, the hosts profile the life and career of renowned investor Charlie Munger, who had a significant impact on Warren Buffett and Berkshire Hathaway. The discussion covers Munger's early challenges, his legal career, eventual partnership with Buffett, and his influential investment philosophies.…

In this episode of the Investing for Beginners podcast, the hosts delve into four primary methods to value a stock: Price to Earnings (P/E) ratio, Price to Sales (P/S) ratio, Price to Free Cash Flow (P/FCF) ratio, and Return on Equity (ROE). They begin with an in-depth discussion of the PE ratio, explaining its calculation, significance, and limita…

Wall Street incentives are all jacked up, and after 25 years of experience poring through countless financial statements, David Trainer has an easy and automated solution for improving the transparency of the capital markets. The problem with financial statements today are that the details are in the footnotes, and these details are not captured in…

In this episode of the Investing for Beginners podcast, Andrew and Dave address a thought-provoking question from Reddit about value investing and discuss how market overreactions and narratives affect stock prices. They delve into the relevance of Warren Buffett's early strategies, the impact of cyclical forces, and the dynamics of unloved compani…

In this episode of the Investing for Beginners podcast, the hosts provide a comprehensive look at Uber Technologies as an investment opportunity. The discussion includes personal experiences using Uber, the company's current financial status, and a deep dive into the company's growth stage and stock dilution practices. The conversation touches on t…

In this episode of the Investing for Beginners podcast, the hosts delve into the intricacies of the cash conversion cycle (CCC), an important metric for evaluating how quickly a company converts cash into inventory and back into cash. They break down key accounting terms like cash, inventory, accounts payable, and accounts receivable, and discuss h…

Join us for an insightful discussion with TJ Terwilliger from Compounding Dividends, as we dive deep into dividend investing strategies. Learn why smart investors choose dividend stocks, how to analyze dividend-paying companies and discover expert tips for building long-term wealth through dividend investing. 0:00 Introduction and why choose stocks…

Join us for an in-depth analysis of Union Pacific Corporation, one of America's largest railroad companies. We'll examine their financial performance, market position, and investment potential while breaking down key metrics that matter to investors. Discover if this transportation giant deserves a place in your portfolio. 0:00 Company Overview: Un…

Dive into the foundational principles of value investing as taught by legendary investors Warren Buffett and Benjamin Graham. This episode explores their revolutionary approach to viewing stocks as businesses, utilizing market volatility to your advantage, and implementing margin of safety - concepts that remain crucial for investment success even …

Discover the secrets of successful portfolio management as we dive deep into sector concentration, diversification strategies, and risk management. Whether you're a beginner or experienced investor, learn how to structure your portfolio using the four-quarter approach while avoiding common mistakes that could cost you significant returns. [0:00] In…

Join Andrew and Dave in this insightful episode as they explore the art of expanding your circle of competence. Discover practical methods to master new skills, from coding to investing, and learn how to overcome the fear of learning. Perfect for beginners eager to grow their knowledge and confidence. [00:01] Introduction to expanding your circle o…

Join us for an insider's look at restaurant industry investing with our expert who brings years of hands-on experience from dishwasher to management. Learn crucial metrics, understand the difference between franchise and corporate models, and discover how to evaluate restaurant stocks for your investment portfolio. [3:15] Unit growth and same-store…

Join investing experts Andrew and Dave as they dive deep into portfolio management strategies, risk assessment, and identifying companies worth holding for life. From analyzing high-growth tech stocks to understanding accounting red flags, this episode provides valuable insights for both beginning and experienced investors seeking to build sustaina…

In this episode of the Investing for Beginners Podcast, we dive into the emotional side of investing—FOMO (Fear of Missing Out). From missing NVIDIA to lessons from Costco, we explore how emotions influence decisions, why it’s okay to miss big stocks, and strategies to stay disciplined and focused on your goals. [00:00:00] Introduction to FOMO in i…

Join us for an insightful discussion on advanced investment strategies, featuring expert analysis of Peter Lynch's Sum of Parts valuation method, portfolio tracking techniques, and professional approaches to handling market news. Whether you're a beginner or experienced investor, this episode delivers practical wisdom for smarter investing decision…

Welcome to the Investing for Beginners podcast! In this episode, we dive into the history of the stock market, exploring key events, timeless lessons, and the driving forces of fear and greed. Discover how understanding the past can empower you to make smarter investment decisions and build confidence in your financial journey. [00:00:35] Introduct…

Join us for an insightful discussion on fundamental investing concepts with industry experts. We'll explore capital structure analysis, valuation techniques, and psychological biases that affect investment decisions. Whether you're a beginner or experienced investor, this episode provides valuable insights to help optimize your investment strategy …

Join us for an enlightening conversation with Daniel from All In as we dive deep into value investing strategies, portfolio management, and global market opportunities. From Berkshire Hathaway to micro-caps, discover how to build a successful investment approach while avoiding common pitfalls and maximizing returns in today's dynamic market environ…

Warren Buffett’s investment philosophy revolves around four key filters: understanding the business, favorable growth prospects, trustworthy management, and a sensible price. These filters help investors identify good, great, or gruesome businesses. In this episode, we break down Buffett’s criteria, share examples, and discuss how to apply these pr…

In this episode of the Investing for Beginners Podcast, Dave and Andrew are joined by Jeff and Jason from Investing Unscripted to discuss evolving as an investor. They share lessons from market volatility, the importance of valuation, breaking bad habits, and building a resilient portfolio. A must-listen for thoughtful, long-term investors! [00:01:…

In episode 370 of the Investing for Beginners Podcast, Dave and Andrew tackle listener questions about PE ratios, target date funds, debt-to-equity ratios, and free cash flow metrics. Learn how to evaluate companies, understand expense ratios in 401(k)s, and use DCF models to value businesses. A must-listen for beginner investors! [00:01:21] Missin…

The Investing for Beginners Podcast dives into the fascinating world of home builders with Brett and Ryan from Chit Chat Stocks. Learn how interest rates, land options, and market dynamics shape the industry. Discover key metrics, regional trends, and strategies for evaluating home builders as potential investments in this insightful and engaging d…

Welcome to Episode 369 of the Investing for Beginners Podcast! Today, we’re diving into listener questions about Disney stock, Warren Buffett’s legacy, dividend reinvestment strategies, and using DCF valuation to analyze stocks. Whether you’re a beginner or seasoned investor, this episode is packed with actionable insights to help you make smarter …

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 -…

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 - Intro…

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 - I…

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:…

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 - Introdu…

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:…

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 …

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…

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 …