Charles Schwab 10Q Summary First Quarter 2020
Charles Schwab (SCHW) announced their first-quarter results on April 15, 2020. The following report is a summary of those results; no opinion will be offered, just the numbers. If you would like more in-depth detail, please refer to the quarterly report below: Charles Schwab 10Q Report First Quarter 2020 All results discussed in this report […]
Kontoor Brands (KTB) 10Q Summary for First Quarter 2020
Kontoor Brands (KTB) announced its first-quarter results on May 7, 2020. The following report will be a summary of those results for the first quarter. No opinion will be offered, and the data will be culled from the latest 10-q. Numbers from the First Quarter 2020 Market Cap – $1.08 Billion Enterprise Value – $2.08 […]
Mount Rushmore of the Greatest Fundamental Investors in the Stock Market
Everything that Andrew and Dave preach on the podcast, and something that I have learned from them and quickly adopted, is the importance of understanding the numbers when investing so that we can be disciplined fundamental investors. I mean, Andrew and Dave have really coined the term to “invest with a margin of safety, emphasis […]
Disney 10q: Links to All Filings (+In-depth Analysis on Recent 10-q)
To see all recent Disney 10q filings registered with the Securities and Exchange Commission, click this link or on the picture below. Walt Disney Corporation reported its second-quarter earnings of 2020 on May 5. The full results of the Covid-19 Pandemic are just beginning to make itself known to the world, and Disney is not […]
Inversion Thinking: How Charlie Munger Avoids Stupidity with Investing
In today’s post, we will discuss ways to use inversion thinking to avoid stupidity with investing decisions. Using a framework established by Stoics such as Marcus Aurelius, Seneca, and Epictetus and by more modern thinkers such as Charlie Munger and Howard Marks, we can use their ideas and thoughts to help us avoid losing money […]
The Magic of Share Buybacks; Its Effect on EPS and BVPS – CFA Level 1
Share buybacks are becoming more and more popular as a way to return cash to shareholders. Personally, they are one of my favorite things to see a company doing as they show capital budget discipline and long-term faith in the existing business from management and the board of directors. Historically, share repurchases have been associated […]
Investing is Fun!! – The Data Shows It’s Getting Very Popular Too
Is investing fun to you? If not, you’re doing it wrong. Honestly, the investing fun that I have is legitimately indescribable. I know, I know – I sound super nerdy by saying that, but I am legitimately serious. It’s fine if you don’t feel this way too – maybe I can convince you ? When […]
What’s the PEG Ratio in Finance – Does it Work on Large Companies?
Price-to-earnings, or P/E ratio as it is also known, is probably the most recognizable metric used to value stocks. Are they the most useful? Well, for one, they don’t consider any company growth, and no one metric is useful all by itself. We can use them with other metrics. The PEG ratio combines all benefits […]
Personal Financial Planning Means Tracking EVERYTHING – How to Do it
The reason that I started writing blogs for the Investing for Beginners Website is because I think that there is a major gap between financial literacy for the common person and the financial goals that the common person might have. A lot of times the answer is to get a financial planner, but I am […]
How Benchmarking Performance to an Index Keeps Investors Rational
Have you ever heard the saying that “anyone can be a genius in a bull market?” Well, it’s true, if you’re not benchmarking performance of your portfolio. Not benchmarking your portfolio can really cause some major issues if you’re not careful and will have some major, long-term negative effects on your portfolio. So, what even […]
