Three Listener Questions on Coke vs KO, NVIDIA vs Big Tech, and Selling at a Loss
Want to help us make the Investing for Beginners Podcast even better? Take our quick listener survey at https://einvestingforbeginners.com/podsurvey and you’ll be entered to win a $500 Amazon gift card next month. Bonus: the first 100 respondents also get free IFB swag. This episode answers three listener questions to kick off the new year. First, […]
Q&A from Bruno: Should You Trust Your Analysis, Buy Quantum ETFs, or Borrow Against Your Portfolio?
Want to go deeper on real companies with simple, long-term investing guidance? Subscribe to the Value Spotlight newsletter, where Dave and Andrew share stock ideas, valuations, and lessons from real businesses straight to your inbox. In this episode of the IFB podcast, Dave and Andrew answer a thoughtful set of questions from listener Bruno about […]
Falling Knives & Hidden Gems: What Adobe Teaches About Risky Stocks
Welcome to another episode of the Investing for Beginners podcast! In today’s Q&A session, Dave and Andrew tackle three listener questions that span a variety of investing topics. First, they help Freddy from Canada decide whether to keep his investments in an RRSP or move them to a TFSA. Next, they answer Boz’s question about […]
Position Sizing for Beginners; Selling -50% Losers
In this episode, Andrew and Dave delve into listener questions focusing on position sizing and portfolio management. They discuss the merits of tracking total cash versus total percentage and elaborate on the use of spreadsheets and tools like Fiscal AI. The hosts dissect the idea of averaging up on stocks, providing insights on when it […]
The Tough Question of Good Portfolio Construction and Management
In this episode of the Investing for Beginners podcast, the hosts answer a listener’s detailed questions on portfolio construction and management. They discuss portfolio structuring, allocation sizes, the number of companies to hold, diversification, and rebalancing. They emphasize the importance of having guidelines for full, starter, and prospect positions, balancing between conviction-based and equal weighting, […]
Q&A: Getting Started from Ground Zero; Is there value in the Mag 7?
In this episode, Dave and Andrew answer listener questions covering essential steps after opening a brokerage account, actions and due diligence before opening an account, and advice for new investors. They emphasize the importance of building good investment habits, such as making investing a part of the budget. They also discuss beginner-friendly stock picks, the […]
Q&A: Screening for Red Flags; Watchlist and Industry Map Building
In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the […]
Q&A: Fixing a Bad Portfolio and Reacting to AI’s Disruption
In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies. Moreover, […]
Q&A: Selling During Volatility and Visualizing Net Working Capital
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave tackle four intriguing listener questions gathered from various sources. They begin by discussing the merits and timing of selling stocks during a downturn and the potential pitfalls of making multiple trading decisions simultaneously. They then delve into the intricacies of the Discounted […]
Q&A: Exit Strategies, FDVV ETF, Using AI for Stock Analysis
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 value of personally […]
