IFB182: OTC Stock Basics; The Best Free Tool for Stock Market Data

Welcome to the Investing for Beginners Podcast. In today’s show we discuss the basics of OTC (over the counter) stocks and the best free tool for stock market data. Buying and selling OTC stocks is not the same as investing in known entities, and understanding how that world works is the key to success. Check […]

The Simplest Explanation of Backlog Accounting: A Home Buying Contract

I find that backlog accounting is best explained by the home builder industry. A backlog represents work that needs to be performed but has not been recognized as revenue yet. As an example, a customer who is approved for a mortgage on a new home goes into a home builder’s backlog. Once that transaction closes, […]

Other Comprehensive Income, OCI, AOCI: The Basics, with 10-K Examples

Edited for clarity: 9/21/22 As a company creates income, this changes its shareholder’s equity. Add investment securities and it can get hairy. The Statement of Comprehensive Income attempts to capture the effect of unrealized gains on investment securities. It reports these changes to shareholder’s equity through the balance sheet, through OCI and AOCI. OCI stands […]

Corporate Restructuring Basics: How Taxes and Politics Play a HUGE Role

History provides a valuable guide and lessons to finance, and the history of corporate restructuring is no exception. In particular, the Merger mania in the 1980’s provides a prime example of what can happen on Wall Street as companies struggle to survive and thrive in an ever-changing environment. While textbooks can provide fantastic explanations about […]

Valuation Basics: Market vs Book Value – and The Argument for Both

When performing a DCF valuation, you must make a distinction between using market vs book value for debt. It is a critical part of calculating the weighted average cost of capital (WACC). The easy way, of course, is to just use book value of debt from the company’s balance sheet and be done with it. […]

IFB151: Economy Basics Pt3 – Government Debt, Fiscal, and Trade Deficits

Announcer (00:00): You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew Sather and Dave Ahern. To decode industry jargon, silence crippling confusion and help you overcome emotions by looking at the numbers. Your path to financial freedom starts now. New Speaker (00:36): Welcome […]

IFB150: Economy Basics Pt2 – Inflation, Deflation, and Currency

Announcer (00:00): You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew Sather and Dave Ahern. To decode industry jargon, silence crippling confusion, and help you overcome emotions by looking at the numbers, your path to financial freedom starts now. Dave (00:36): All right, […]

IFB149: Economy Basics Pt1 – What Will Covid Affect

Announcer (00:00): You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew Sather and Dave Ahern. To decode industry jargon, silence crippling confusion and help you overcome emotions by looking at the numbers. Your path to financial freedom starts now. Dave (00:41): All right […]

The Requirements and Steps to Using a Mega Backdoor Roth IRA

Chances are, you might be familiar with the term ‘Backdoor Roth IRA’, but what if I told you that there was a MEGA Backdoor Roth IRA?  WOAH!  Doesn’t that sound just so much better?  I’m having flashbacks to middle school where everything I described started with mega, super, enormous, or another adjective where you were […]

IFB92: A Refresher Episode on Some Investing Basics

Announcer:                        00:00                     You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew and Dave, too decode industry jargon, silence crippling confusion and help you overcome emotions by looking at the numbers. Your path to financial freedom starts now. Dave:                                    00:35                     All right folks, well […]

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