The Investing for Beginners Podcast - Your Path to Financial Freedom

• Q&A: Buying Big, Struggling Companies; Adding to Losers

  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 [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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  41:30
• The Myriad of Opportunities in Infrastructure with John Rotonti

  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 [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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  56:20
• Stock Therapy: How many stocks is too many?

  In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'. Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. The conversation delves into the emotional aspects of investing, the balance between staying informed and being overwhelmed, and specific stocks such as MasterCard, FICO, and Meta. The hosts explore strategies for managing portfolio size, staying informed without getting overwhelmed, and overcoming biases when evaluating new investment opportunities. The episode wraps up with insights on the therapeutic value of discussing investment struggles openly and the introduction of a new 'stock therapy' workshop for their Value Spotlight community. 00:00 Introduction to Stock Therapy 00:44 Portfolio Management Challenges 04:30 Balancing Information and Emotions 17:41 Reevaluating Investment Strategies 30:38 Stock Therapy Sessions Announcement 32:29 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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  39:29
• The History of NVIDIA and Latest in AI w/ Eric Bleeker from the AI Investor Podcast

  In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial intelligence (AI). The discussion expands on the evolution of AI, emphasizing Nvidia’s milestones and breakthroughs in deep learning and neural networks. They highlight the dramatic advancements and potential disruptions AI brings to fields like coding, data centers, and software development. Eric explains the new scaling laws and reasoning models that promise to revolutionize AI further. They explore investment strategies in the AI sector, including major tech players and emerging picks and shovels in the supply chain. Concluding with practical applications of AI in everyday life, this episode offers a comprehensive overview of the AI industry. 00:00 Introduction and Guest Welcome 00:27 Eric's Journey into AI 04:08 The Rise of Nvidia 06:34 Deep Learning and AI Breakthroughs 11:56 Scaling Laws and AI's Future 17:53 Global AI Investments and Market Reactions 24:14 Understanding Reasoning Models 25:44 AI's Astounding Progress in Reasoning 26:07 The Future of AI in Coding and Beyond 29:20 Investing in AI: Key Players and Strategies 31:11 AI's Impact on Various Industries 45:34 The Role of AI in Personal and Professional Life 48:48 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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  57:33
• 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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  37:57

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