Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy! 00:00 Analyzed 7500 companies, found 675 true alphas 04:58 Real estate as investment, with research appeal. 08:36 Many successful companies with common traits. 10:45 Companies with limited competition can generate wealth. 14:54 Management actions ..read more

Welcome to The Investing For Beginners Podcast! In "Sell Rules," Dave and Andrew discuss critical stock selling decisions, emphasizing slow, strategic actions and avoiding reactionary choices. They share sell rules, real-world examples, and the importance of understanding company fundamentals and debt management. Tune in for valuable insights on refining your investment strategy. 00:00 Sell negative earnings before company goes bankrupt. 05:06 Buying company involves risk, analysis, and adaptation. 09:23 Disney faces financial challenges due to pandemic. 12:02 Market reactions to dividend chan ..read more

Welcome to "The Investing For Beginners Podcast." Host Dave and guest Kyle Grieve discuss value investing, emphasizing continuous learning, reading, and building investor relationships. Kyle shares his focus on high-quality small and nano-cap businesses, the importance of due diligence, networking, and starting with small investments. Tune in for practical advice! 00:00 Strength training taught discipline and investment principles. 03:33 Discipline and mind key to investing success. 08:52 Reading broadly, deeply, and using knowledge daily. 09:58 Book on investment and risk, impactful read. 15 ..read more

Welcome to "The Investing For Beginners Podcast"! In today's episode, hosts Dave and Andrew explore competitive advantages and business moats. They discuss strategies of Costco, Amazon, and Microsoft Azure, examine switching costs with banks and Intuit, and highlight intangible assets using Starbucks and Coca-Cola as examples of brand power. 00:00 Stock pickers may ignore moats; long-term investors need them. 04:55 Economies of scale drive business profitability, efficiency. 07:07 Costco's scale economy share drives customer loyalty. 10:03 Different kinds of moats create competitive advantage ..read more

Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from "Chit Chat Stocks." They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They emphasize learning from mistakes, gradual investment building, and continuous learning. Topics include Brett's three-step research process, Ryan's cautious investment approach, and the impact of management on stock performance. Tune in for valuable ins ..read more

Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn wh ..read more

In this podcast episode, Andrew and Dave discuss "yellow flags" in investing, such as leadership changes, negative events, financial concerns, and slowing revenue growth. They use real-world examples like PayPal, Microsoft, and Square to illustrate the impact on company trajectory and emphasize the importance of observing these indicators for informed decisions. 00:00 Yellow flags could lead to deeper issues. 04:53 Management's job is to allocate capital effectively. 07:39 Gross margins signal company strength and advantage. 12:52 Management's choices, companies as serial acquirers. 15:11 Goog ..read more

Welcome to Episode 350 of The Investing For Beginners Podcast! Today, Andrew and Dave delve into the intriguing world of international and tech investments. We'll kick things off by addressing a listener's question about investing in foreign companies and the unique challenges it presents, using TSMC's ADR as a case study. We’ll explore the impact of geopolitical factors, differing accounting standards, and cultural nuances. Next, we shift gears to discuss the tech and energy sectors, focusing on the rising demand for cloud computing and green energy infrastructure. We'll highlight Microsoft's ..read more

[00:00:00] – Welcome to another episode of the Investing for Beginners Podcast. In today's installment of our "Back to the Basics" series, hosts Andrew and Dave dive into the topic of efficient markets. What exactly is the Efficient Market Hypothesis, and how does it influence your investment strategy? Our hosts break down the theory, explore its origins, and debate its real-world implications. Is the market always right? Can savvy investors still find hidden opportunities? From historical market reactions to contemporary examples, Andrew and Dave unpack how market emotions and behaviors can s ..read more

Welcome to "The Investing For Beginners Podcast." In today's episode, we welcome Scott Hanson, co-founder and vice chair of Allworth Financial. As a fiduciary advisor with extensive experience in financial planning, Scott provides valuable insights on several key topics. We'll discuss recent Department of Labor regulations emphasizing fiduciary responsibilities for 401k plans, the shift in retirement trends, and the evolving landscape of financial advising. Scott will explain why smaller investors should consider subscription or fee-based models and the importance of comprehensive financial pl ..read more