Digging Into Semiconductors: Analyzing Skyworks with Tyler Nash
In this podcast episode, Tyler Nash discusses his investment in Skyworks, a semiconductor company linked to Apple. He highlights opportunities, risks, financial performance, and market dependencies. Comparisons to competitors like Texas Instruments and Qualcomm are made, along with broader semiconductor industry risks. The episode also covers investment strategies and long-term financial goals. 00:00 Skyworks: semiconductor […]
Understanding Share Buybacks and Capital Allocation
Buybacks are an important part of the investing world. Yet, many people misunderstand them. The S&P 500 – the largest 500 profitable businesses publicly traded in the United States – spent a collective $795 billion on buybacks in 2023 and $922 billion in 2022. Otherwise known as share repurchases (the terms are interchangeable), politicians and […]
IFB342: Benefits of Individual Investing – Compounding, Lower Fees, and Long-term Perspectives
Hello and welcome to The Investing for Beginners Podcast, episode 342. Today, we’ll dive deep into the nuanced world of REITs, as hosts Andrew and Dave shed light on the benefits, challenges, and strategies for investing in this unique asset class. Are you looking to enhance your portfolio’s dividend potential, or maybe you’re trying to […]
IFB340: The Pricing Power Debate and Investment Strategies for Beginners
Welcome back to The Investing For Beginners Podcast, I’m your host Dave, joined by Andrew, and you’re listening to episode 340. Today, we’re diving into the critical concept of pricing power and its role in defining a company’s moat, especially in heavyweight players like Nvidia and Tesla. As we wade into the debate on whether […]
12 Important KPIs to Analyze a Bank
Analyzing a bank’s stock requires a multifaceted approach. It focuses on the bank’s financial health, market value, and dividend performance. This analysis can reveal insights about the bank. It covers its efficiency and whether the bank can handle economic ups and downs and provide value to shareholders. We will equip you with a structured methodology […]
Reading the Numbers: How to Analyze a Stock as a Beginner
Gross margin. Marketable securities. Earnings per share. These are all words you will find on the financial statements of publicly traded companies. Otherwise known as stocks. If you’ve never taken an accounting course, you likely have no idea what these terms mean. Analyzing stocks can be daunting for first-timers. There is foreign-sounding language, confusing SEC […]
The Limitations of The P/E Ratio
If you have learned basic stock analysis, odds are you have learned the price-to-earnings ratio (P/E). A simple equation you can build for any company, the P/E tells you what multiple a stock is trading at compared to its current earnings power. It gives you a quick snapshot of how investors are valuing a business. […]
8 Steps to Decoding Investment Moats
“In business, I look for economic castles protected by unbreachable ‘moats.’” ~ Warren Buffett, 2007 Shareholder Letter Finding companies with competitive advantages or moats are the Goldilocks of investments. Buffett made himself and his shareholders billions from investments in companies such as Coke, American Express, See’s Candies, and Apple. These companies exemplify moats or competitive […]
Find Quality Companies with Buffett’s $1 Retained Earnings Test
Buffett created a test every investor can use to find wonderful companies. Most refer to the test as “Buffett’s One Dollar Test,” which helps us find companies that generate continuing value creation. In today’s post, we will learn: Okay, let’s dive in and learn more about Buffett’s One Dollar Test. What is Warren Buffett’s One […]
IFB317: Listener Q&A – Navigating Market Turbulence with Long-Term Investments
From figuring out profitable business models to spreading investments across sectors, we’ve got it all covered in this episode. Get ready for some discussions on the importance of aligning your business goals with your passion and the value your business can contribute. We’ll also explore the passive approach of owning the entire stock market, strategies […]
