The Investing for Beginners Podcast - Your Path to Financial Freedom

De: By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
  • Resumen

  • 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.
    (c) Sather Research, LLC
    Más Menos
Episodios
  • 10 of the Best CEOs in the Stock Market Today
    Apr 3 2025
    In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction. Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore rising stars in innovative and technology-first industries like payments. The episode provides insights into how these CEOs have navigated challenges, evolved their business models, and consistently created value for shareholders through smart investment and operational strategies. 00:00 Introduction 01:02 Discussing Favorite CEOs 01:28 Brett's First Pick: Bom Suk Kim of Coupang 06:52 Dave's First Pick: Warren Buffett 12:44 Brett's Second Pick: Brian Chesky of Airbnb 16:57 Dave's Second Pick: Mark Leonard of Constellation Software 22:01 Brett's Third Pick: Stephen Squeri of American Express 25:34 Dave's Third Pick: Pieter van der Does of Adyen 26:38 The Unique Culture of Adyen 27:02 Adyen's One-Platform Advantage 28:04 Stock-Based Compensation and Pay Ratios 28:53 Adyen's Market Position and Growth 30:43 Sprouts Farmers Market Turnaround 37:41 Nubank's Innovative Approach 42:41 Nelnet: The Berkshire Heir 47:51 Markel's Berkshire-Like Strategy 51:03 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Check out Brett's podcast called Chit Chat Stocks, and the great work he does on their Substack. Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    59 m
  • Q&A: Buying Big, Struggling Companies; Adding to Losers
    Mar 31 2025
    In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents a buying opportunity, the implications of poor capital allocation and mergers on shareholder value, and advice on buying the dip in Texas Instruments (TXN) and Crown Castle (CCI). The conversation delves into the risks and benefits of investing in large, well-known companies, and stresses the importance of understanding a business's fundamentals and market position. Listeners are encouraged to think long-term and consider the implications of market trends, technological disruptions, and management decisions on their investments. 00:00 Welcome to Investing for Beginners 00:19 Should I Buy Intel Stock? 03:03 Understanding the Innovator's Dilemma 06:53 Evaluating Big Companies as Investments 14:59 Impact of Management Decisions on Shareholder Value 24:51 Texas Instruments vs. Crown Castle 34:24 Final Thoughts and Wrap-Up Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    42 m
  • The Myriad of Opportunities in Infrastructure with John Rotonti
    Mar 27 2025
    In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses. He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns. 00:00 Introduction and Welcome 00:08 John Rotonti's New Role and Portfolio Overview 01:00 Portfolio Composition and Strategy 01:34 Infrastructure and Housing Investments 05:26 Cash Management and Investment Philosophy 10:25 Industry-Wide Sell-Offs and Contrarian Investing 19:57 Long Duration Growth and Utility Investments 24:30 Evaluating Company Growth Potential 25:06 Revenue Growth Analysis 26:36 Margin Expansion Opportunities 28:23 Case Study: Stock Movement Between Buckets 28:56 Electrification and Data Centers 33:27 GE Renova: A Deep Dive 39:08 Mount Rushmore of CEOs 43:08 Investment Strategies and Moats 46:04 Conclusion and Final Thoughts Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Subscribe to John Rotonti's fantastic newsletter at lastbastion.com. Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    56 m

Featured Article: The Best Investing Podcasts to Help You Build Your Portfolio


For beginner investors, we’ve compiled a list of podcasts that are perfect for getting your feet in the door. For those of you who are already familiar with investing and are looking for more specific information from experts to take your investments to the next level, there are great podcasts available for you too. This list includes the best investing podcasts—for beginners, for choosing stocks and funds, for expert investors, and for keeping up with the news.

Lo que los oyentes dicen sobre The Investing for Beginners Podcast - Your Path to Financial Freedom

Calificaciones medias de los clientes
Total
  • 5 out of 5 stars
  • 5 estrellas
    6
  • 4 estrellas
    1
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Ejecución
  • 5 out of 5 stars
  • 5 estrellas
    6
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Historia
  • 5 out of 5 stars
  • 5 estrellas
    5
  • 4 estrellas
    1
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Ordenar por:
Filtrar por:
  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

Just great

These guys offer nothing but value! I truly am thankful to have found you guys!

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

esto le resultó útil a 1 persona

  • Total
    4 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

love the information

The information is great.
What was annoying is hearing a kid and person talking in background.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

esto le resultó útil a 1 persona

  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

excellent. such a great listen.

A great listen that really made me think, full of insightful information. kept me interested and I even bookmarked a few things.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

esto le resultó útil a 1 persona