IFB353: Mastering Investment Checklists – A Deep Dive with American Express
Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 – 0:50] Introduction [0:51 – 2:28] Importance of Checklists [2:29 – 9:15] American Express Case Study [9:16 – 12:18] Secular Trends and […]
Bird’s Eye View: Capital Allocation Analysis
Welcome to the Investing for Beginners podcast, episode on capital allocation. Join Dave and Andrew as they explore the importance of capital allocation in investing, discussing its impact on company performance and shareholder returns. 00:00:38 – Introduction to capital allocation and its importance 00:01:26 – Definition and overview of capital allocation 00:04:54 – Discussion of […]
Compounding Quality: Pieter Sleger’s Approach to Identifying Great Businesses
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. 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 […]
IFB351: Listener Questions Answered – From Financial Planners to Debt Ratios
In this episode of the “Investing for Beginners” podcast, Dave and Andrew tackle four insightful listener questions, including how to select a financial planner and the importance of debt-to-equity ratios. Tune in for practical advice and expert insights on navigating the world of investing. 00:00 – 00:32: Introduction 00:32 – 02:00: Question 1: Selecting a […]
Steady Compounding with Thomas Chua: A Guide to Long-Term Investing Success
In this episode of the Investing for Beginners podcast, Dave welcomes Thomas Chua, the founder of Steady Compounding, to discuss the principles of long-term investing. Thomas shares his journey from discovering investing through books to building a successful investment philosophy centered on steady compounding. Tune in to learn why focusing on the fundamentals, understanding economic […]
Mastering Money Management: Having the “Money Talk”
In today’s episode, Evan joins us to discuss crucial financial concepts that can impact your long-term success. He shares his experience of managing a significant income increase, the importance of proactive financial habits, and the benefits of investing early. Learn about avoiding common pitfalls and making smarter financial decisions. Dive in! 00:00 Treating extra money […]
Investing Lessons from Seven Powers: Analyzing Moats and Competitive Advantages
Hey there, beginner investors! In this episode of The Investing For Beginners Podcast, host Dave explores Hamilton Helmer’s “Seven Powers” framework for sustainable competitive advantage. The seven powers include Scale Economies, Network Economies, Counter Positioning, Switching Costs, Branding, Cornered Resource, and Process Power, with real-world examples like Netflix and Amazon. 00:00 Experienced consultant, author, and […]
Exploring the Power of Reading and Thinking with Giuliano Mana
Hey there, beginner investors! In this episode of The Investing for Beginners Podcast, Giuliano Mana from Argentina discusses the importance of reading, building mental models, and applying interdisciplinary wisdom to investing. We explore insights from thinkers like Charlie Munger and analogies between business and nature. Don’t miss this enlightening conversation! 00:00 Reading fosters deeper learning […]
Mastering Economic Moats with Matt Cochrane
Welcome to The Investing For Beginners Podcast! Dave and Matt Cochrane discuss the wealth-generating potential of the US stock market, focusing on economic moats in companies like Berkshire Hathaway, Amazon, and Google. Matt emphasizes evaluating moats, track records, and market disruption, sharing tips and early investment lessons for robust strategies. 00:00 Learning finance from books, […]
Discover Kris (From Growth To Value) Heyndrikx’s Strategies for Identifying and Investing in Multibagger Stocks
Welcome to The Investing For Beginners Podcast! Kris Heyndrikx from Potential Multibaggers shares insights on investing, emphasizing company management and visionary leadership. With a background in linguistics, journalism, and teaching, Kris values reading, writing, and minimizing luck in investing. He discusses companies like Nubank and Shopify as potential multibaggers. 00:00 Inexperienced investor makes mistakes, learns […]
