Defensive Investors: Rules from the Classic Book, The Intelligent Investor
Updated 4/21/2023 In the 14th chapter of Intelligent Investor, Benjamin Graham outlines his seven criteria for defensive investors. The Intelligent Investor, considered by many as the must-read book on investing, discusses value investing ideas. Graham outlines his ideas regarding finding undervalued or out-of-favor stocks and buying them with a margin of safety in the book. […]
Levered Free Cash Flow Formula (FCFE) Explained
Free cash flow and a DCF go hand-in-hand in estimating valuation. But should levered free cash flow (also called FCFE) be used in a DCF? How does leverage affect a DCF, and future cash flows, and the value of a company? These are the questions I will be answering in this post. The way that […]
Which Investing Strategy is Better – Value vs. Growth Stocks!
I feel like anytime I listen to an investing podcast or turn on CNBC, everyone is talking about how insane the market has been right now. It seems like now more than ever, in the crazy year of 2020, people are talking about this epic battle of value vs. growth stocks. While this debate does […]
IFB183: Investing in the 40s, Bond Allocation, Early Roth Withdrawals
Welcome to the Investing for Beginners Podcast. In today’s show we discuss a few diferent topics: How to invest in 40s, with an aggressive mindset Asset allocation and Bonds How Roth IRAs work and options for early withdrawals Having dry powder for special circumstances For more insight like this into investing and stock selection for […]
Is the Santa Claus Rally a Real Thing? Spoiler – It is!
I recently was having a conversation with a coworker where they said that the Santa Claus Rally was one of their favorite times of the year when it comes to investing. I have heard the term of Santa Claus Rally before but it’s typically on CNBC and truthfully, that’s the exact type of phrase that […]
Charles Schwab – A Case Study in Valuation Methods
This article will present a valuation estimate based on two common valuation methods for financial companies. It provides a template that investors can use to analyze stocks like Schwab which rely on interest rates for income. Charles Schwab (SCHW) completed its acquisition of TD Ameritrade, and the addition of the AUM (assets under management) will […]
Pros and Cons: Held to Maturity (HTM) Securities on Companies’ Balance Sheets
Updated 3/30/2023 Did you know the majority of financial assets for most companies comprise marketable securities? Did you also know companies such as Microsoft, Amazon, Google, and Berkshire Hathaway hold over 25% of their assets as marketable securities? It’s true; you can look it up. Or you can read the rest of this post and […]
IFB181: Comparing 3 Growth ETFs from Schwab, iShares, and Vanguard
Investing in ETFs is a great way to build a core portfolio, plus it can allow you to invest in sector where you might not have a circle of competence, but want to get exposoure. In today’s episode, Andrew and Dave discuss some of those options plus how important the price you pay matters. A […]
IFB180: The Absolute Simplest Way to Invest for Retirement
Investing for the future is a scary proposition, what if I pick the wrong company, what if I buy at the wrong time? These are all questions that beginning investors ask themselves. But it doesn’t have to be that scary, there are simple, easy to choose options for those starting out that allow you to […]
From the Vault: Stock Picking for Dummies
Today’s episode is from the archive, Andrew and I hope you enjoyed your holiday weekend and everyone is safe. Please enjoy this episode redux concerning stock picking and some of the pitfalls to avoid. Don’t worry, we will be back next week with a new episode. Announcer (00:00): You’re tuned in to the Investing for […]
