Back to Basics: Unveiling Nick Sleep’s Investment Strategy: Destination Analysis for Long-Term Value
Dave: Welcome to The Investing For Beginners Podcast—I’m Dave. Andrew: And I’m Andrew. Today’s episode is all about the art of selling stocks and mastering destination analysis, inspired by the investment philosophy of Nick Sleep. Dave: We’ll dissect how to assess companies for their long-term value, peeking into their DNA, and understanding what makes a […]
Publicly Traded Home Builders Report: Winter 2023 Results
Publicly available financial data collected by investment newsletter provider Sather Research, LLC showed that five Publicly Traded Home Builders by Market Cap grew Total Revenues on average 10.94% YoY in the October to December quarter, according to their Latest Earnings Releases. Of the top publicly traded home builders who released Winter 2023 earnings results, the following five companies […]
Decoding Microsoft’s Financials: A Beginner’s Guide to Income Statement Analysis
The income statement is a powerful tool in financial analysis. It offers insights into a company’s performance over a certain period. By examining the financial statements of a company like Microsoft, we can uncover the nuances and strategic insights hidden within them. This article aims to demystify the process of analyzing an income statement, using […]
IFB339: Applying Base Rates to Stock Picks: Insights from Michael Mauboussin’s Expertise
Andrew: Welcome to episode 339 of The Investing For Beginners Podcast. I’m Andrew.Dave: And I’m Dave. Today we are examining the crucial interplay between market expectations and the evolution of companies, underscored by recent executive changes at Disney.Andrew: Our focus extends to the practical applicability of base rates in valuation—a method for investors to ground […]
Decoding the Future: A Comprehensive Guide to Expectations Investing
Investing is not just about numbers and charts; it’s about understanding what those numbers represent and how the market interprets them. Expectations Investing by Alfred Rappaport and Michael Mauboussin offers a unique lens to view the investment landscape, focusing on discerning the future financial performance implied by current stock prices. This approach contrasts traditional investment […]
Publicly Traded Waste Management Industry Report: Winter 2023 Results
According to their latest earnings releases, the Winter earnings results of the Top 4 Publicly Traded Waste Management companies by YoY revenues increased by 7% in the October-December quarter. Of the publicly traded Waste Management companies that released Winter 2023 earnings results, two companies lead neck and neck in the list and increased their YoY […]
Back to the Basics: Standing on the Shoulders of Giants
Dave: Hello, everyone, and welcome to The Investing for Beginners Podcast. I’m Dave. Andrew: And I’m Andrew. Today’s episode is “Shoulders of Giants.wav,” where we explore the invaluable lessons from the world’s most renowned investors. Dave: We’ll cover why brands like Google and Amazon act as “moats,” protecting businesses just like Charlie Munger and Warren […]
Sales, AI, and Entrepreneurship: A Conversation with Braden Dennis of Finchat.io
Dave: Hello, eager investors! Welcome back to The Investing For Beginners Podcast. I’m Dave.Andrew: And I’m Andrew. In today’s episode, we’re thrilled to welcome Braden Dennis, the innovative mind behind Finchat, a pioneering firm at the intersection of AI and equity research.Dave: Braden’s going to share the origin story of Finchat, the significance of fundamental […]
Back to the Basics: History of the Stock Market + The Power of Compounding
In this episode of The Investing For Beginners Podcast, Dave and Andrew dive into the history of the stock market and the power of compounding. They explore the origins of the stock market, discussing its endurance through major global events and emphasizing its significance as a platform for investing in businesses. They break down the […]
IFB338: From Valuing Companies to Picking Brokers: Essential Advice for New Investors
Welcome to episode 338 of The Investing For Beginners Podcast! This is your host Dave, with co-host Andrew, and we’ve got a value-packed episode for you today. We’re breaking down the ins and outs of dollar cost averaging, comparing our philosophies to the likes of investing greats Warren Buffett and Charlie Munger. Plus, we tackle […]
