IFB347: Listener Q&A – Exploring Amazon’s Stake in Rivian and Strategic Investment Insights
Welcome to episode 347 of The Investing For Beginners Podcast! Today, hosts Andrew and Dave discuss key investment topics for all levels of investors. We’ll start by examining the importance of SIPC insurance in protecting investments and the strategy behind holding multiple IRA accounts. We’ll then discuss transitioning from growth to dividend-paying stocks as retirement […]
Operating Leverage Formula: How to Calculate It with the Income Statement
Updated 9/3/2023 “For a fundamental investor, anticipating revisions in expectations is the key to generating attractive returns. Sources of those revisions include fundamental outcomes (typically earnings revisions) and an assessment of how the market will value those fundamentals (multiple expansion or contraction). Investors who are able to forecast earnings in a year’s time that are […]
Exploring the Value Chain for the Pharma Industry
Investing in any sector/industry can offer many different challenges. You can often come across a company you like but find another in the value chain you like better. The pharma industry is not different. For example, we can work backwards in the value chain from a company like Novo Nordisk and find other potential investment […]
Remembering Foster Friess, His Investment Strategy, and Net Worth
Foster Friess was the founder of The Brandywine Fund, a top performing mutual fund for decades. Friess was interviewed for the 1997 edition of Investment Gurus by Peter Tanous. In the book, it was revealed that in the 10 years since inception, The Brandywine Fund earned an average annualized return of 18.4% (by December 31, […]
The Importance of Non-Interest Income in the Banking Industry
“In the end, banking is a very good business unless you do dumb things. You get your money extraordinarily cheap, and you don’t have to do dumb things.” – Warren Buffett Warren Buffett, one of our greatest investors, understands and invests in banks. Part of our challenge in investing in banks orbits around understanding their […]
Budgeting for Beginners: An Easy 5-Step Plan to Making a Budget in Excel
One of the most common things that I hear from people is, “I don’t have any money.” The advice from most personal finance people is “just budget.” But there are countless “budgeting for beginners” templates that are anything but for beginners. A complicated spreadsheet isn’t helpful to someone just starting out. So I’ve written this guide. […]
Historical Economic Data: 25+ Years (U.S.)
Updated – 11/17/23 It’s hard to understand the economy in general because there’s so much data, and it’s so often taken out of context. We will narrow down only the most critical indicators of economic development and examine real data published by government agencies to get context on these metrics. Macroeconomic data can help make […]
The Rise, Fall, and Rise Again of Warren Buffett’s GEICO Investment
Warren Buffett’s GEICO investment was pivotal for two of the greatest investors of all-time. The history of GEICO’s stock is fascinating, with many ups and downs. This post will discuss the rise, fall, and rise again of GEICO’s stock. It will talk about how Warren Buffett’s mentor, Benjamin Graham, bought GEICO and saw it become […]
What are Selling, General, & Administrative Expenses?
In the tech world, SG&A costs occupy a large part of the company’s costs. For many companies, these costs will inevitably occupy a high cost on the income statement. The higher expenses make sense if we think about it a little. Because a company like Crowdstrike sells software as a service, the creators (people) of […]
A Simple Reminder on All Items to Include When Budgeting to Buy a Car
Buying a car can be fun, but make sure you catch all the hidden costs before making a purchase. I have spent a lot of time recently talking about budgeting for kids, a wedding, and a first house. All items are extremely important, but also items that might not happen the first year or two […]
