Is Zyn the Next “To The Moon” Investment?
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 moves, such as the acquisition of […]
Bird’s Eye View of Uber Technologies (UBER): Companies Reaching Profitability
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 the challenges and risks Uber faces, including competition from other ride-sharing apps, regulatory hurdles, and potential impacts of autonomous vehicles. This episode also emphasizes the importance […]
Bird’s Eye View: Analyzing Google
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. Today’s show is sponsored by: Go to shipstation.com […]
Bird’s Eye View: Alibaba – The E-commerce Giant
Welcome to the Investing for Beginners podcast. Today, we’re taking a bird’s-eye view of Alibaba (BABA), the Chinese e-commerce giant. We’ll explore its business model, financials, and potential risks. Whether you’re considering investing or just curious about this tech behemoth, join us as we break down the key factors every investor should know about Alibaba. […]
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 […]
Bird’s Eye View: Reddit IPO
Welcome to a fascinating new episode of The Investing For Beginners Podcast! Today, your hosts Andrew and Dave will dive into the much-anticipated IPO of Reddit. As seasoned investors who typically steer clear of IPOs, they find it intriguing to unpack Reddit’s introductory documents to better understand its financial health and strategic direction. Throughout the […]
Bird’s Eye View of the Smart Phone Industry
Welcome back to another episode of The Investing For Beginners Podcast! In today’s episode, we’re diving deep into the world of smartphones and exploring the investment opportunities that lie within. There’s been a lot of talk about the impact of 5G technology and the role of cell phone towers, and we’ll discuss how these factors […]
Bird’s Eye View of Analyzing a Company for the First Time with Topgolf
On today’s episode of The Investing For Beginners Podcast, Dave and Andrew dive into the fascinating world of acquisitions in finance. They discuss the risks associated with acquisitions, using Topgolf as a prime example. The hosts explore Topgolf’s increased enterprise value through debt and the potential impact this could have on cash flow and interest […]
Bird’s Eye View of Learning a New Industry
Welcome to the Investing for Beginners podcast! In today’s episode, we will do a bird’s eye view in how to approach in studying an industry that is not in your circle of competence as investors will say. We will take you in on how we approach it ourselves step by step and discuss the nuances […]
Bird’s Eye View of Proxy Statements
Welcome to the Investing for Beginners podcast! In today’s episode, we will be talking about proxy statements! An underrated but an important financial disclosure that let you peek deeper into the incentives of every company management. Listen on as we take a deep dive on this often overlooked financial statement. Timestamps of the episode: -What […]
