Welcome to the Investing for Beginners podcast! This episode will be a chock full of important names and resources on investing so be prepared! We will go through briefly on a lot of familiar investors (and obscure ones also) and their speeches and shareholder letters and tell you why they’re worth your dime to read so listen on!
Timestamps of the episode:
-Peter Lynch and his investing style of knowing what you own. A classic. [02:27]
-Warren Buffett’s speeches and his letters [03:52]
-Charlie Munger, the OG partner of Buffett that is a league of his own. [05:28]
-Howard Marks and his value investing memos: the sane voice amidst the noise. [08:18]
-Joel Greenblatt: the best value investor teacher. [11:00]
-Terry Smith and his Fundsmith shareholder letters: growth investing. [13:50]
-Tom Gayner of Markel, the lowkey investor following Buffett’s investing style using insurance float. [15:00]
-Jeff Bezos’ early Amazon shareholder letters and the persistent focus on free cash flow. [16:33]
-Jamie Dimon, CEO of JPMorgan Chase’s shareholder letters, the second best to read after Buffett. [18:02]
-Mark Leonard’s shareholder letters of Constellation software: relentless attention to ROIC, free cash flow and company culture. [19:33]
-Bill Ackman of Pershing Capital [21:55]
-Nick Sleep and Zacharia Nomad partnership shareholder letters, the pioneer of scale economies shared. [23:15]
Note: Timestamps may differ and are approximate, depending on your podcast player.
Resources mentioned in the show:
Most, if not all, can be found here- https://www.stratosphere.io/fund-letters/
Charlie Munger’s speech transcript on the Psychology of Human Misjudgment- https://jamesclear.com/great-speeches/psychology-of-human-misjudgment-by-charlie-munger
Joel Greenblatt’s Columbia class notes transcript- https://focusedcompounding.com/wp-content/uploads/2018/03/Joel-Greenblatt-Class.pdf
Howard Marks’ memos- https://www.oaktreecapital.com/insights/memos
For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com
Today’s show is sponsored by Rent to Retirement
Rent To retirement offers fully turnkey properties that are newly built or renovated, leased & professionally managed, allowing you to invest with confidence out of state. They have single family, multi-family, new build & syndication opportunities across multiple markets. Rent To Retirement assists investors in learning how to build a comprehensive business plan with the best investment & tax strategies to achieve financial freedom through real estate investing!
To learn more, visit RentToRetirement.com/BEGINNERS. That’s Rent T-O Retirement.com/BEGINNERS. Or call 800.311.6781 that’s 800.311.6781 to learn more about how you can get started investing in some of the best cash flow markets today
Want to replace your salary and start your own side hustle to escape the rat race and start OWNING your time? Tune into the BiggerPockets Real Estate Podcast to learn how you can do it too!
The BiggerPockets Real Estate Podcast shares REAL stories of everyday Americans who reached financial freedom through real estate investing.
Just type in “BiggerPockets Real Estate” on your favorite podcast app!
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Stitcher | Tunein
You can find the transcript of today’s show below:
Contact [email protected] to advertise on Investing for Beginners podcast. The Investing for Beginners podcast is part of the Airwave Media podcast network.
Related posts:
- IFB57: Comprehensive List of the Best Investing Books for Beginners Welcome to Investing for Beginners podcast episode 57, Andrew and I are going to take a stab at talking about some of our favorite books....
- IFB45: Back to the Basics Pt 3: Stocks vs Other Investments This is part 3 of the 5 episode “Back to the Basics” series from The Investing for Beginners Podcast. Each episode covers the fundamentals of the...
- IFB173: Why to Invest in Real Estate Investment Trusts (REITs) Announcer (00:02): I love this podcast because it crushes your dreams of getting rich quick. They actually got me into reading stats for anything you’re...
- IFB81: 4 Short Charlie Munger Quotes on How He Buys Stocks [00:00] You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew Sather and Dave...