The Investing for Beginners Podcast - Your Path to Financial Freedom

• Where Do We Start When Analyzing an Income Statement?

  In this episode, hosts Andrew and Dave break down how to analyze an income statement using Nike as an example. They discuss the importance of financial statements, starting with revenue and profitability, and walk through the different sections such as net income, gross profit, and operating income. They also emphasize the significance of earnings per share and provide insights on what to look for in the MD&A (Management Discussion and Analysis) section of company reports. The episode includes practical advice on identifying key metrics and potential red flags in a company's financial health. 00:00 Introduction to Investing for Beginners 00:07 Understanding Income Statements 00:31 Analyzing Nike's Financials 01:06 Key Metrics in Income Statements 01:32 Revenue and Profitability Insights 05:28 Management Discussion and Analysis (MD&A) 08:46 Gross Profit and Operating Income 18:05 Earnings Before Taxes and Interest 22:35 Earnings Per Share (EPS) 29:13 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? 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 [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Expanding Your Competence Like Buffett (w/ Alex Morris from TSOH)

  In this episode, Dave and Andrew feature Alex Morris, founder and analyst at TSOH Investment Research and author of 'Buffett and Munger Unscripted.' Alex shares his journey into the world of stock investing, inspired by business legends Warren Buffett and Charlie Munger. The conversation covers Alex's perspective on investing, including his preference for stocks over other assets, insights from his book, and his views on business valuation, competitive analysis, and the importance of management. The dialogue also touches on strategies like minimum position sizing, the role of qualitative versus quantitative analysis, and advice for novice investors looking to expand their knowledge and competence in investing. As a special note, proceeds from Alex's book will be partially donated to Glide, a charitable organization supported by Warren Buffett. 00:00 Introduction and Guest Welcome 00:30 Why Choose Stocks? 02:00 The Inspiration Behind the Book 04:47 Impact of Berkshire Meetings 06:59 Understanding Business and Investing 08:08 Insights on Discount Stores 12:41 Lessons from Berkshire's History 19:49 Circle of Competence and Investment Strategies 25:41 Analyzing New Investments 26:38 Dollar Tree Investment Journey 30:07 Evaluating Microsoft and Tech Investments 45:06 Writing and Its Impact on Investing 49:05 Final Thoughts and Book Promotion 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 [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Is Zyn the Next "To The Moon" Investment?

  In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco companies. They detail the company's historical financial performance, including its revenue growth, profit margins, and capital allocation strategy. They also discuss Philip Morris' recent strategic moves, such as the acquisition of Swedish Match and the introduction of the Zyn nicotine product. Despite the hype surrounding Zyn's growth, they highlight concerns about the company's profitability and the sustainability of its business model. Additionally, the hosts express their personal stance on investing in tobacco companies. The episode serves as a deep dive into the financials and strategic direction of Philip Morris, offering valuable insights for potential investors. 00:00 Introduction to Philip Morris 00:20 Overview of Philip Morris and Its Products 01:24 Financial Health and Maturity of Philip Morris 03:27 Profit Margins and Financial Insights 04:44 Geographical Revenue Breakdown 08:08 Capital Allocation and Debt Management 09:46 Zyn's Impact and Market Trends 13:48 Challenges and Future Outlook 27:02 Ethical Considerations and Personal Reflections 30:43 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? 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 [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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  38:23
• What You Don't Understand About Cyclical Compounding w/ Leandro from Best Anchor Stocks

  In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest. Leandro discusses his enthusiasm for long-term equity investing, explaining how he avoids shorting due to its unfavorable risk-return ratio. He details his approach to building an investment portfolio, his views on sell strategies, and the importance of thorough research and understanding company fundamentals. Leandro also shares insights about his investment process, how he finds new ideas, and his preference for companies with strong management and secular growth trends. By delving into examples like John Deere, Texas Instruments, and Keysight Technologies, he illustrates concepts such as cyclical investments, operating leverage, and industry transformations. Leandro emphasizes the importance of patience and avoiding recency bias in achieving consistent, long-term returns. 00:00 Welcome and Introduction 00:41 Why Invest in Stocks? 02:09 Portfolio Management Strategies 03:27 The Challenges of Selling Stocks 04:53 Researching and Analyzing Companies 15:56 Finding Investment Ideas 21:47 Cyclical vs. Linear Compounders 36:39 The Importance of Benchmarking 44:48 Final Thoughts and Where to Find More 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? Follow Leandro on Twitter @Invesquotes 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 [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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  52:27
• Q&A: Does Value Work Today and Dividends or Buybacks?

  In this episode, the hosts of the 'Investing for Beginners' podcast tackle complex listener questions about the advantages of share buybacks for dividend-focused investors. They delve into the mechanics of buybacks and their impact on share value and discuss the pros and cons of dividends vs. buybacks in terms of cash flow reliability and tax treatment. The episode also offers practical advice on avoiding stock analysis paralysis and finding competitive advantages in companies, touching on historical investment strategies and their relevance today. 00:00 Welcome to Investing for Beginners 00:16 Listener Question: Share Buybacks vs Dividends 02:15 Understanding Share Buybacks 03:16 Pros and Cons of Dividends and Buybacks 05:21 Tax Implications of Dividends and Buybacks 08:14 Real-World Examples of Dividends and Buybacks 11:37 Addressing Listener Concerns 13:24 Avoiding Stock Analysis Paralysis 19:41 Finding a Competitive Advantage 25:58 Value Investing: Then and Now 38:13 Final Thoughts and Predictions 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 [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

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