PIVOT Framework ("V"): Valuation

The Investing for Beginners Podcast - Your Path to Financial Freedom

Player FM - Internet Radio Done Right

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iki yıl önce eklendi

İçerik Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

1 yıl önce 46:15

MP3•Bölüm sayfası

Welcome to the Investing for Beginners podcast, where we simplify complex financial concepts for novice investors. In this episode, we continue exploring the PIVOT framework, focusing on valuation techniques like the PE ratio and discounted cash flow models. Learn how these tools can enhance your investment strategy and decision-making process.

00:00:00 - Introduction to the Investing for Beginners podcast episode.
00:00:54 - Overview of beginner, intermediate, and expert resources.
00:01:19 - Discussion on the importance of the PE ratio.
00:02:05 - How to calculate and interpret the PE ratio.
00:05:22 - Comparing PE ratios across different industries and sectors.
00:13:49 - Introduction to discounted cash flow (DCF) models.
00:24:08 - Explanation of discount rates and their significance.
00:35:55 - Overview of the School of Investing and its benefits.

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 THIRTY PERCENT OFF your first year.

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!

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

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545 bölüm

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like

PIVOT Framework ("V"): Valuation

The Investing for Beginners Podcast - Your Path to Financial Freedom

79 subscribers

published 1 yıl önce

Paylaş

MP3•Bölüm sayfası

00:00:00 - Introduction to the Investing for Beginners podcast episode.
00:00:54 - Overview of beginner, intermediate, and expert resources.
00:01:19 - Discussion on the importance of the PE ratio.
00:02:05 - How to calculate and interpret the PE ratio.
00:05:22 - Comparing PE ratios across different industries and sectors.
00:13:49 - Introduction to discounted cash flow (DCF) models.
00:24:08 - Explanation of discount rates and their significance.
00:35:55 - Overview of the School of Investing and its benefits.

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 THIRTY PERCENT OFF your first year.

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!

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

545 bölüm

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like

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13 gün önce39:29

39:29

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1
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52:27

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1
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1
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5 weeks önce45:15

45:15

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1
Investor Profile: How Charlie Munger Helped Us Think Better 39:33

6 weeks önce39:33

39:33

In this episode of the 'Investing for Beginners' podcast, the hosts profile the life and career of renowned investor Charlie Munger, who had a significant impact on Warren Buffett and Berkshire Hathaway. The discussion covers Munger's early challenges, his legal career, eventual partnership with Buffett, and his influential investment philosophies. Key highlights include Munger's impact on Buffett's transition from deep value investing to focusing on high-quality businesses, and his notable investments like Costco. The hosts also discuss Munger's famous quotes and principles, including 'invert, always invert' and 'avoiding stupidity,' emphasizing how these insights have shaped their own investment strategies and personal growth. Listeners are encouraged to learn more about Munger through his speeches and writings available online. 00:00 Introduction to the Podcast 00:31 Early Life and Career of Charlie Munger 02:22 Munger's Influence on Buffett and Investment Strategies 07:40 The Concept of Worldly Wisdom 22:12 Munger's Famous Quotes and Principles 28:44 Charlie Munger's Legacy 32:01 Conclusion and Final Thoughts 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…

1
4 Easy Ways to Value a Stock 37:38

6 weeks önce37:38

37:38

In this episode of the Investing for Beginners podcast, the hosts delve into four primary methods to value a stock: Price to Earnings (P/E) ratio, Price to Sales (P/S) ratio, Price to Free Cash Flow (P/FCF) ratio, and Return on Equity (ROE). They begin with an in-depth discussion of the PE ratio, explaining its calculation, significance, and limitations while also providing examples from various industries. They then move on to the PS ratio, highlighting its utility for early-stage growth companies and its limitations. For Price to Free Cash Flow, they detail the calculation process and explain why this metric might be more volatile but useful for valuing a company's cash-generating efficiency. Finally, they explore ROE, emphasizing its importance in assessing a company's profitability relative to shareholder equity and the potential pitfalls associated with debt manipulation. This episode is packed with valuable insights and practical examples to help beginners better understand stock valuation metrics. Link to 4 Ways to Value a Stock Infographic https://www.canva.com/design/DAF9oFDWqqs/InAZ8cTXtihE5PNqD-8DwQ/view?utm_content=DAF9oFDWqqs&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=hb507626659 00:00 Introduction to Stock Valuation 00:22 Understanding the PE Ratio 03:18 Industry-Specific PE Ratios 05:36 Limitations of the PE Ratio 10:24 Introduction to the PS Ratio 11:13 Using the PS Ratio for Growth Companies 13:47 Introduction to Price to Free Cash Flow 16:10 Calculating Free Cash Flow 23:54 Introduction to Return on Equity 24:44 Buffett's Approach to ROE 29:34 Potential Pitfalls of ROE 30:43 Conclusion and Q&A 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. What do Dave and Andrew recommend? Our free ebook and email series, at stockmarketpdf.com . Find great investments & Connect, Learn and Grow at Value Spotlight 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…

1
Why is the SEC Letting Companies Get Away with This? 1:00:13

7 weeks önce1:00:13

1:00:13

Wall Street incentives are all jacked up, and after 25 years of experience poring through countless financial statements, David Trainer has an easy and automated solution for improving the transparency of the capital markets. The problem with financial statements today are that the details are in the footnotes, and these details are not captured in earnings reports or price earnings ratios. Investors who don’t read the footnotes and aren’t always getting the complete picture of a company's story, and corporate America is incentivized to continue to obfuscate it. The fact of the matter is that too little attention is being paid to whether companies are creating or destroying value with their growth and it’s leading to too many investors losing money by speculating on bad businesses. If more investors took the time to fully understand and analyze ROIC and economic earnings, they would be better able to allocate capital towards businesses that actually have the best long-term prospects. If things change with the new administration and the speculative excesses of the last few years start to dissipate, then we could see a reset in the capital markets-- with the return of undervalued and profitable businesses generating better returns than speculative growth ones. This episode is jampacked with many of David Trainer's personal stories and insights, including why he founded New Constructs and the purpose behind it, which is to Improve the Integrity of the Capital Markets. It’s a mission that’s sorely needed and that we fully stand behind. Share this episode with others so this movement can spread. 00:00 Introduction and Guest Welcome 00:33 Earnings Season Insights 02:31 Understanding Economic Earnings 05:21 The Importance of Return on Invested Capital 08:04 Market Speculation and Liquidity 19:36 Footnotes and Financial Obfuscation 26:07 Emergency Brake Protocols and Missing Disclosures 26:34 Challenges with Operating Leases 27:41 The Role of Estimator Code 27:56 Regulatory Bodies and Enforcement Issues 31:39 Conflicts of Interest on Wall Street 35:32 The Birth of New Constructs 40:23 Technological Advancements in Data Collection 46:52 Upcoming Live Stream and Platform Demo 50:36 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. What do Dave and Andrew recommend? Our free ebook and email series, at stockmarketpdf.com . Find great investments & Connect, Learn and Grow at Value Spotlight 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…

1
How Value Investing Works: The "Last Puff" 37:31

7 weeks önce37:31

37:31

In this episode of the Investing for Beginners podcast, Andrew and Dave address a thought-provoking question from Reddit about value investing and discuss how market overreactions and narratives affect stock prices. They delve into the relevance of Warren Buffett's early strategies, the impact of cyclical forces, and the dynamics of unloved companies gaining popularity. The conversation explores examples from different sectors, emphasizing the importance of understanding businesses over reacting to market news. The episode highlights the challenges and rewards of value investing, stressing the need for patience and awareness of market narratives. 00:00 Welcome to Investing for Beginners 00:15 Understanding Value Investing with Warren Buffett 00:42 Market Emotions and Overreactions 01:47 The Impact of News on Market Perception 02:55 Challenges of Predicting Market Movements 05:51 Cyclical Forces and Business Fortunes 08:14 Case Studies: Home Builders and Semiconductors 24:24 Echo Chambers and Market Narratives 30:37 Final Thoughts and Wrap Up 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. What do Dave and Andrew recommend? Our free ebook and email series, at stockmarketpdf.com . Find great investments & Connect, Learn and Grow at Value Spotlight 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…

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PIVOT Framework ("V"): Valuation