IFB176: 3 Things to Learn From Shark Tank About Investing
Announcer (00:02): I love this podcast because it crushes your dreams and getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern. A step-by-step premium investing guide for beginners, your path to financial freedom starts now. Dave […]
How Tactical Asset Allocation Works – (With Example Portfolios)
Asset allocation is arguably more important than which stocks you pick. For most investors, focusing on your asset allocation is a lot more important than choosing between Microsoft and Facebook. Asset allocation is a key area to focus on and get right, and it is an area where many investors hinder their returns. There are […]
How to: Excess Return Model for Valuing Financial Stocks
Valuing banks, insurance companies, and investment banks are among the more difficult challenges in valuing any business. Most investors opt for relative valuations that use multiples to compare value from one to company to another in large part. There is nothing inherently wrong with this strategy, but sometimes comparing multiples leads to overvaluation; if the […]
IFB174: Bottleneck Businesses and Secular Growth Trends with Braden Dennis
Announcer (00:02): II love this podcast because it crushes your dreams of getting rich quick. They actually got me into reading stats for anything you’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern. Step-by-step premium investing guidance for beginners. Your path to financial freedom starts now. Dave (00:33): […]
Price to Sales is NOT Relevant When Margins Are High – 20Y [S&P 500 Data]
The price to sales ratio (or the P/S ratio) has long been a reliable metric for uncovering value because (1) sales tend to be more consistent, and (2) they give a way to value companies that aren’t profitable. But this is changing as high tech companies become more of the norm. And you can see […]
How Purchase Obligations (in the 10-k) Affect Inventories and Capex
Purchase obligations can be a key part of understanding future cash flow. In 2002, the SEC made the disclosure of purchase obligations (POs) a requirement in the MD&A section of the 10-k. Because POs are not part of GAAP, I’ll discuss the two ways they can affect future financials of a company. While Purchase Obligations […]
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 tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern. Step-by-step premium investing guidance for beginners. Your path to financial freedom starts now. Dave (00:33): […]
Insider Ownership Legalese Made Simple: How to Investigate It Yourself
Depending on the public company, the insider ownership situation can be simple or very complex. Publicly traded corporations can divvy up ownership through 1 class, or multiple classes of shares, and can designate these classes as voting or non-voting. Companies with active founders can sometimes structure their share classes in this way in order to […]
3 Simple Steps to Use Stock Market Analysis Tools to Find Great Companies
The most common question that I get from new investors is “how do I find stocks to invest in?” Unfortunately, that’s not a simple question to answer, but with the help of these 3 simple steps, you can utilize some amazing stock market analysis tools to find great, undervalued companies. I really think that Investing […]
Seeking Alpha Authors You Can Trust in a Post COVID World
One of my favorite places to get investing information has always been Seeking Alpha, but I feel like more and more nowadays, people just are so focused on getting clicks that the actual quality of the information that is shared drops rapidly by the day! I’m not saying Seeking Alpha is sacrificing quality, and quite […]
