Public Holding Company Benefits: Lowered Risks, More Autonomy, more…
A holding company, simply, is a company that holds (or owns) other companies. Some popular public holding companies include Warren Buffett’s Berkshire Hathaway, banks like JP Morgan, and financial service and insurance companies. Holding company benefits include autonomy, diversification, and legal protection, among others that will be discussed in this article. The are 3 official […]
Expanding Your Circle of Competence by Investing in Cloud Stocks
Pre-2020, cloud stocks were never anything that I really even looked at investing in. The numbers just absolutely never made any sense to me but we have just seen some massive returns in 2020 and it’s made me think – is now the time to invest in cloud stocks? Like I mentioned, the math just […]
Explaining Management Discussion and Analysis (MD&A); 10-k Overview
The Management Discussion and Analysis, or MD&A, portion of the 10-k is the meat and potatoes of a company’s annual report and one of the best ways to track a company’s recent progress. While the contents of this section may vary, the Management Discussion and Analysis is great for getting specific insight into an industry […]
IFB165: VIX, Roths, ETF Allocations
Announcer (00:02): I love this podcast because it crushes your dreams of getting rich quick. They actually got me into reading stats for anything. You’re tuned in to the Investing for Beginners podcast led by Andrew Sather and Dave Ahern. With step-by-step premium investing guidance for beginners. Your path to financial freedom starts now Dave […]
Deferred Income Tax Liabilities Explained (Real-Life Example in a 10-k)
Deferred income taxes in a company’s consolidated balance sheet and cash flow statement is an easy concept in principle, but when deferred income tax liabilities (or assets) change from year to year, that’s where it can get more confusing. The reason for deferred income tax liabilities and assets in the first place is because of […]
IFB163: Dividends, Diversification, and Reflections on the Approach
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, […]
Unqualified vs Qualified Audit Opinion: Auditor Report in the 10-k Explained
Accounting scandals can be a death knell to investors of a public company. There’s various ways to sniff out accounting “shenanigans”, but one of the easiest ways is to scan the auditor’s report of the 10-k. Essentially, you want to determine whether there’s a qualified or unqualified audit opinion, by looking for a few keywords. […]
IFB162: Circle of Competence Overlaps, In Defense of Intel
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 (00:35): All right, […]
Opinion: Why Merger Mania May Be on The Cusp in a Post-COVID World
Mergers and acquisitions are one and the same. It’s the classic big fish swallows the little fish. And on Wall Street, when M&A starts to really get going—well, that’s what’s called “merger mania’. I think we’re on the cusp of a new merger mania, accelerated by the COVID-19 crisis and everything that’s happened because of […]
IFB161: Circle of Competence, Semiconductor Industry, China Politics
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 (00:37): All right, […]
