IFB334: Finding Investing Inspiration – Analyzing the Top Companies of the Year, Year After Year
Welcome back to the Investing for Beginners podcast! In today’s episode, Dave and Andrew delve into the concept of “draft classes” for companies, analyzing the top-performing companies of various years and discussing the implications for investors. They examine the performance of companies like Amazon, Nvidia, AMD, and others, and explore the lessons that can be […]
IFB331: 6 Ways to Avoid Buying High and Selling Low
Welcome to The Investing For Beginners Podcast, I’m Dave and with me is Andrew. In episode 331, we’re diving into the crucial role of conviction in investing. Learn why knowing the reason behind your investments can help you stay the course during market volatility and aid in building wealth over time.We’ll share tips on how […]
IFB330: Balancing the Art and Science in Valuation
Welcome back to The Investing For Beginners Podcast, episode 330! I’m Dave, and with me is my co-host Andrew. Today, we’re unpacking the significance of ROIC and price to free cash flow in company analysis. Understanding these numbers could be the difference between picking a gem and falling for a dud. We’re also exploring the […]
Back to the Basics: Investment Strategies for Lifecycle Stages
Welcome to The Investing For Beginners Podcast. I’m Dave.Andrew: And I’m Andrew. In today’s episode, ‘B2B,’ we delve into the critical investment stages from initial accumulation to retirement’s harvest.Dave: Understanding the dichotomy between investment and speculation is essential, and we’re here to navigate these sometimes murky waters.Andrew: We’ll examine how astute investments in stalwart companies […]
Back to the Basics: Investing Simplified – Practical Advice Inspired by Peter Lynch
Dave: Hello and welcome to The Investing For Beginners Podcast. I’m Dave. Andrew: And I’m Andrew. Today, we’re tapping into the legendary wisdom of Peter Lynch in our episode “Peter,” revealing insights for both new and veteran investors. Dave: We’ll be discussing Lynch’s unbeatable record at the Magellan fund and how his strategies, like focusing […]
IFB325: Activist Investors: Reshaping Companies like Crown Castle
Welcome to The Investing For Beginners Podcast, I’m Dave, and with me is the astute investor, Andrew. In episode IFB325, we’re unpacking the substantial yet sometimes stealthy impact of activist investors on key players like Crown Castle and PayPal. We’ll discuss the role of renowned investors like Bill Ackman and George Soros in driving, or […]
Remembering Charlie Munger: Personal Reflections on a Legendary Investor’s Impact
In this episode of the Investing for Beginners Podcast, hosts Dave and Andrew pay tribute to the late great Charlie Munger, sharing personal thoughts on his impactful life and investing legacy. They delve into the perseverance and resilience demonstrated by Munger, discussing the mental models and methods he employed in his investing journey. Highlighting Munger’s […]
IFB316: Sales to Capital Ratio: The Key Metric for Predicting Company Growth
In this episode of the Investing For Beginners Podcast, Dave and Andrew dive into the often overlooked metric, the sales to capital ratio. They discuss why investors should care about this ratio, its relation to capital efficiency and growth, and how it can help determine a company’s potential. They also provide examples of companies with […]
IFB311: Exploring Passive Income Opportunities and Our Top Financial Mistakes
In this episode of the Investing for Beginners Podcast, Dave and Andrew dive into the topic of passive income. They discuss their thoughts on what truly constitutes passive income, debunking some common misconceptions. They also explore the idea of investing as a reliable source of passive income, highlighting the potential benefits of index funds and […]
IFB307: Buy When There Is Blood In The Street
Welcome to episode 307 of “The Investing For Beginners Podcast”! In today’s episode, Andrew and Dave will be diving into the topic of buying when there is blood in the street. With recent extreme volatility in the market, we thought it would be the perfect opportunity to discuss how this can present an opportunity to […]
