Episodes

  • IFB368: The Role of Stock-Based Compensation in Company Valuation

    IFB368: The Role of Stock-Based Compensation in Company Valuation
    Nov 14 2024
    Understanding stock valuation is crucial for investors. In this episode of the Investing for Beginners podcast, we explore valuation basics, stock-based compensation, and why Warren Buffett emphasizes buying stocks like he buys socks—when they're on sale. [00:00:50] Introduction to valuation and stock-based compensation concepts. [00:01:11] Buying stocks means owning part of a business. [00:01:33] Valuation determines if a stock's price is fair. [00:02:30] Importance of paying a good price for stocks. [00:03:16] Warren Buffett buys stocks like socks—when they're discounted. [00:03:42] Various methods exist for valuing companies. [00:04:18] Discounted cash flow models project future cash flows. [00:05:17] Free cash flow models analyze cash flow statements. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 mins
  • IFB367: Exploring the Future of Payments

    IFB367: Exploring the Future of Payments
    Nov 11 2024
    In this episode of the Investing for Beginners podcast, Andrew and Dave delve into the payments industry, exploring its significance for investors. They discuss the evolution of payment systems, investment opportunities, and the impact of digital transactions on the global economy. 00:00:50 - Andrew interviews Dave on payments as a financial expert. 00:01:06 - Importance of understanding payments for all types of investors. 00:02:16 - Payments simplify financials, crucial for economic growth. 00:03:44 - Plastic cards dominate payments, replacing checks and cash. 00:08:25 - Digital payments offer better tracking and spending control. 00:11:02 - Global adoption of mobile payments is rapidly increasing. 00:14:28 - Cross-border payments are becoming more efficient and affordable. 00:17:22 - Blockchain technology's potential impact on payment systems discussed. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    42 mins
  • Bird's Eye View: Analyzing Google

    Bird's Eye View: Analyzing Google
    Nov 7 2024
    In this episode of the Investing for Beginners podcast, hosts Andrew and Dave explore Alphabet Inc., the parent company of Google and YouTube. They discuss Alphabet's impressive 19% average revenue growth over the past decade, its competitive advantages, and potential challenges, including legal scrutiny and AI competition. 00:00:51 - Introduction to Alphabet, Google's parent company, and its significance. 00:01:07 - Alphabet's major revenue sources: Google and YouTube. 00:01:28 - Importance of analyzing a company's revenue growth over time. 00:02:26 - Alphabet's impressive 19% average revenue growth over ten years. 00:03:46 - Alphabet's attractive pricing and potential value opportunities. 00:05:01 - Google's services improve lives, offering significant user value. 00:14:11 - Legal challenges: Google's default search status under scrutiny. 00:27:47 - AI's impact on Google: potential risks and opportunities. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
  • Exploring Investment Strategies with Cedar Grove's Paul Cerro

    Exploring Investment Strategies with Cedar Grove's Paul Cerro
    Nov 4 2024
    oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journey from Wall Street to Cedar Grove, and gain insights into his unique investment strategies and market perspectives. - 00:00:51 - Paul Cerro's background: From Merrill Lynch to Cedar Grove. - 00:01:18 - Competitive nature drives Paul's passion for stock investing. - 00:02:22 - Focus on beating the S&P, not other investors. - 00:03:43 - Investment strategy evolved pre, during, and post-COVID. - 00:05:18 - Prefers long-term holds with lower volatility for stability. - 00:06:07 - Discusses IPOs, arbitrage, and special situations strategies. - 00:09:53 - Arbitrage opportunities arise from price-value dislocations. - 00:26:47 - Beginners should avoid complex strategies; prioritize comfort level. Learn more from Paul here: X: @paulcerro Substack: Cedar Grove Capital Management Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hr and 1 min
  • IFB366: How to Handle Stock Market Losses + More

    IFB366: How to Handle Stock Market Losses + More
    Oct 31 2024
    Welcome to the Investing for Beginners podcast, Episode 366. Today, we tackle two insightful listener questions about navigating stock market losses and strategic investment decisions. We also delve into Crown Castle's business shifts and Google's ongoing legal challenges with the DOJ. 00:00:54 - Listener asks about recovering from pandemic-related investment losses. 00:01:31 - Stocks plummeted; dilemma: top up or exit investments. 00:02:10 - Mistakes are learning opportunities; don't be too hard. 00:03:19 - Importance of mindset in long-term stock market success. 00:05:05 - Strategies for dealing with underperforming stocks. 00:07:04 - Evaluate if stock choices fit your investment style. 00:15:32 - Crown Castle's potential business sales raise investor concerns. 00:28:13 - Google's DOJ issues could impact search engine dominance. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 mins
  • IFB365: Why 10-Year Revenue Growth Matters for Long-Term Investors

    IFB365: Why 10-Year Revenue Growth Matters for Long-Term Investors
    Oct 28 2024
    In this episode of the Investing for Beginners Podcast, we explore essential financial metrics that every investor should understand. From market cap and dividend yield to PE ratios and ROI, learn how these metrics can guide your investment decisions and strategies. [00:00:32] Introduction to financial metrics that matter for investors. [00:01:00] Explanation of market cap and its investment impact. [00:05:01] Discussion on dividend yield and total return importance. [00:08:32] Overview of PE ratio for stock valuation. [00:12:13] Importance of 10-year revenue growth for company analysis. [00:16:00] Significance of consecutive dividend raises in stock evaluation. [00:21:40] Valuation metrics: free cash flow to equity explained. [00:30:11] Solvency metrics: understanding interest coverage and debt ratios. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    42 mins
  • IFB364: P/E Ratios, Value Traps, and Market Analysis

    IFB364: P/E Ratios, Value Traps, and Market Analysis
    Oct 24 2024
    Join us on Investing for Beginners as we tackle listener questions on crucial topics like IRA investing with VA stipends, deciphering debt-to-equity ratios, and understanding key valuation metrics like price-to-book and price-to-sales. Learn practical tips for analyzing company financials and making informed investment decisions. 00:00:51 - 00:01:19: Listener asks about tax implications of investing untaxed VA stipends in an IRA. 00:01:19 - 00:02:12: Andrew explains IRA contributions require earned income, suggests consulting a tax professional. 00:02:27 - 00:03:13: Dave advises consulting a tax professional for personalized advice on IRA contributions. 00:03:34 - 00:04:17: Listener inquires about retirement options for high earners, including backdoor Roth IRA. 00:04:18 - 00:05:07: Andrew suggests consulting a financial advisor due to changing tax laws and personal situations. 00:07:11 - 00:08:20: Listener asks about finding debt-to-equity ratios; Dave suggests calculating from financial statements. 00:08:24 - 00:09:17: Andrew explains debt-to-equity ratio importance in assessing company financial health. 00:21:40 - 00:22:20: Listener asks about ideal P/E ratio; Andrew suggests 15 is too low currently. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    39 mins
  • IFB363: How to Start Investing -A Beginner's Guide

    IFB363: How to Start Investing -A Beginner's Guide
    Oct 21 2024
    Welcome to the Investing for Beginners podcast. In this episode, we're tackling the crucial question: how to start learning to invest. Whether you're a complete novice or looking to refine your approach, we'll explore practical tips, recommended resources, and strategies to help you begin your investing journey with confidence. Let's dive into the world of investing together. 00:01 - Introduction: Discussing how to start learning to invest for beginners 03:30 - Importance of understanding investing is a long-term, emotional journey 05:30 - Utilizing various learning resources: podcasts, YouTube, books, and social media 10:17 - Knowledge compounds over time; start with basics and build gradually 14:16 - Revisiting complex topics later as understanding grows 17:56 - Immersing yourself in investing content, even if not fully understood initially 20:19 - Importance of applying knowledge through writing, teaching, or discussing with others 23:16 - Recommended resources: books, Warren Buffett letters, and analyzing company 10-Ks Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial! Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins