439 episodes

We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.

The Investing for Beginners Podcast - Your Path to Financial Freedom By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

    • Business
    • 4.2 • 1.3K Ratings

We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.

    Back to Basics: Unveiling Nick Sleep's Investment Strategy: Destination Analysis for Long-Term Value

    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 brand like Starbucks so enduring.
    Andrew: And I'll share my own experiences on shifting investments to avoid potential pitfalls in today's market climate.
    Dave: We're also talking about why I've scaled back on PayPal, and the impact of uncertainty on both investor mindset and company performance.
    Andrew: Plus, we're highlighting the importance of slow selling and how to stay logical when those storm clouds gather over businesses we've invested in.
    00:00 Book "Seven Powers" highlights value of businesses.
    06:15 Customers expect quality, will pay for it.
    07:11 Kendall Jackson wine: consistent quality and experience.
    10:15 Sales, margins, industry, economy, business strategy evaluation.
    14:58 Understanding industry dynamics and market trends is crucial.
    17:46 Investing in familiar companies reduces emotional disruption.
    21:14 Uncertain future for PayPal under new CEO.
    26:05 Understanding company and industry can influence decisions.
    30:38 Apple's brand power determines long-term success.
    31:43 Exciting show ending with investment advice.
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    Have questions? Send them to newsletter@einvestingforbeginners.com
     DCF Demystified Link
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 37 min
    IFB339: Applying Base Rates to Stock Picks: Insights from Michael Mauboussin's Expertise

    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 their growth expectations in reality, inspired by the meticulous research of Michael Mobison.
    Dave: We will delve into the pivotal metrics, such as CFROI, that savvy investors should monitor to judge a company's reinvestment efficiency and potential for long-term growth.
    Andrew: And we cannot overlook the phenomenon of reversion to the mean, a fundamental principle that impacts companies across different stages of growth, sectors, and market valuations.
    Dave: This episode is about equipping you with the tools and knowledge to navigate the complexities of investment opportunities with a critical eye and a measured approach.
    Andrew: Prepare to engage with a conversation that’s as informative as it is imperative for anyone serious about their investment journey.
    00:00 Gravity of capitalism and stock market cycle.
    06:14 Sales growth vital for company's continued success.
    08:49 Sales growth reverts to mean over time.
    11:41 Research shows most stocks grow modestly yearly.
    16:35 Market reversion to mean: fear and greed.
    19:07 Legacy companies may lose or gain market share.
    20:42 Adversity spurs creativity, innovation doesn't follow straight paths.
    25:22 Understanding revenue and sales growth for companies.
    28:15 Using base rates for reasonable revenue growth.
    30:55 Value investing can lead to high returns.
    35:40 Correlation between CFROI and sustainability in sectors.
    39:50 Focus on specific sections for actionable results.
    41:01 Encouraging safe investing, have a great week.
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    Have questions? Send them to newsletter@einvestingforbeginners.com
     DCF Demystified Link
    Base Rate Book
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 46 min
    Back to the Basics: Standing on the Shoulders of Giants

    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 Buffett always remind us, and how these moats contribute to the companies' long-term successes.
    Andrew: Plus, we're talking about the investor's mindset—patience, temperance, and reading your way to success, just like the greats.
    Dave: So, if you're ready to build your investment knowledge, join us as we stand on the shoulders of giants.
    Andrew: Let's get into it.
    00:00 Collaboration in music and investing brings success.
    04:57 Long-term business focus over short-term stocks.
    09:43 Amazon's brand brings joy and convenience.
    13:39 Charlie Munger's investment philosophy and advice.
    14:33 Focus on quality, not mediocre businesses. Trust.
    20:51 Limit financial news exposure to prevent emotion.
    22:07 Avoid sensational news, remove trigger apps, pause.
    26:32 Explore biographies of historical and modern figures.
    30:45 Find interesting books, avoid boring ones.
    32:16 Focus on safety. Have a great week!
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    Have questions? Send them to newsletter@einvestingforbeginners.com
     DCF Demystified Link
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 37 min
    Sales, AI, and Entrepreneurship: A Conversation with Braden Dennis of Finchat.io

    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 research in investing, and how the company is transforming financial data accessibility for professional investors.
    Andrew: He's not just a founder; Braden is a testament to the power of passion and grit in entrepreneurship. Starting from simple no-code tools, he has grown Finchat into a partner of multi-billion dollar hedge funds.
    Dave: From the potential of AI to change the business landscape to the challenges of startup funding, Braden's insights are invaluable. And for those wondering about entering the tech world without coding expertise, he has some game-changing advice.
    Andrew: Prepare for a wealth of knowledge on tech investments, market bubbles, and the entrepreneurial spirit. Let's dive right in with Braden Dennis.
    00:00 Always knew I was passionate about success.
    06:17 Investors share data and insights online analysis.
    09:36 Chemical engineer turns to online stock trading.
    13:35 Compete for attention, stand out by asking.
    15:55 Co-founder impressed by success with poor product.
    20:24 LinkedIn post goes viral, touts Finchat over Bloomberg.
    23:12 Venturing into high risk for big returns.
    27:37 AI redefining equity research for professional investors.
    28:46 Request graphs and lists for retrieval purposes.
    32:48 Buffett ready for important decisions, advocating AI.
    37:08 Tech company cash flow projections exceed expectations.
    41:25 Investors must discern hype from real potential.
    43:16 Start now, save money, be entrepreneurial. Find me @BradoCapital, Canadian Investor podcast, Finchat IO.
    45:37 Sign off with emphasis on investing safely.
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    Have questions? Send them to newsletter@einvestingforbeginners.com
    Find more about Braden:
    Finchat.io
    @BradoCapital
     DCF Demystified Link
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 50 min
    Back to the Basics: History of the Stock Market + The Power of Compounding

    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 concept of compounding, likening it to a snowball effect and highlighting its potential to grow wealth over time. Drawing from examples like Warren Buffett and Apple, they drive home the importance of understanding the market's history and the potential of long-term investing. Tune in for valuable insights into building wealth through investing and the magic of compounding.
    00:00 Stock market is not a magical gamble.
    04:38 Stock ownership carries benefits and responsibilities.
    07:27 Stock market loves drama, but follows businesses.
    12:19 Stock market history repeats, guiding investment decisions.
    13:49 Understanding stock market basics key for success.
    18:16 Compounding interest builds wealth through multiplication.
    21:21 Small percent changes can greatly affect returns.
    26:19 Seek learning, find mentors, and be patient.
    26:57 Learn, be patient, find solid investments. Avoid fads.
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    Have questions? Send them to newsletter@einvestingforbeginners.com
     DCF Demystified Link
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 33 min
    IFB338: From Valuing Companies to Picking Brokers: Essential Advice for New Investors

    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 a critical question—how to figure out a stock's valuation and whether it's over or undervalued, demystifying free cash flows and market expectations.

    Discover the best beginner-friendly stockbroker firms, understand the benefits of ETFs like VTI and SPY, and learn the practical steps to kickstart your investment journey.

    We're delivering key insights on DCFs for company valuations while also touching on the essential resources and practices you need to master the art of investing.

    So if you're ready to level up your investing game and find clarity amidst the market noise, you've come to the right place. Let's dive right in!
    00:00 Research fees, ease of fund transfer important.
    05:34 ETF options: VTI for US market, SPY for S&P 500.
    07:20 Invest in ETFs for lower stress, fees.
    13:21 Company value tied to cash flows, market expectations.
    15:00 Using DCFs to estimate company value. Applying margin of safety to account for biases.
    18:26 Businesses have life cycles, uncertain to predict.
    23:01 Tools for financial analysis and note-taking.
    24:15 Dig deep into company growth; inventory-sales disconnect.
    29:41 Invest first hour of your day in yourself.
    32:27 Consistent investing can protect from market fluctuations.
    33:51 Diversifying investments through regular dollar cost averaging.
    37:16 Concluding conversation with insightful and hopeful answers.
    For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com 
    Find great investments at Value Spotlight
    DCF Demystified Link
    Have questions? Send them to newsletter@einvestingforbeginners.com
    SUBSCRIBE TO THE SHOW
    Apple | Spotify | Google | Amazon | Tunein
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 42 min

Customer Reviews

4.2 out of 5
1.3K Ratings

1.3K Ratings

Fbass79 ,

Great for beginners

Thanks David and Andrew for the content. I finally dipped my toes in the stock market after listening to your guidance that I found helpful in several of your podcasts. I appreciate how you explain things in layman’s terms.

Didi1082 ,

Love the show, but…

Love the show, but it has more ads than any other podcast I’ve ever listened to.

1CamWebb1 ,

Great Show

Great show making the ideas of investing acceptable to anyone

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Dough
Lemonada Media
Money Rehab with Nicole Lapin
Money News Network
The Marketing Architects
Marketing Architects
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

The Personal Finance Podcast
Andrew Giancola
Motley Fool Money
The Motley Fool
Daily Stock Market News
Markus Heitkoetter
Investing Insights
Morningstar
Millennial Investing - The Investor’s Podcast Network
The Investor's Podcast Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance