The Investing for Beginners Podcast - Your Path to Financial Freedom

In this episode of the Investing for Beginners podcast, hosts welcome Pieter from Compounding Quality and Kris from Multibagger Nuggets. They discuss the impact of macroeconomic and political factors on investing, the importance of company culture and CEO vision, and strategies like dollar-cost averaging for navigating market volatility. 00:00:53 - Discussing macroeconomic impacts on investing amid U.S. elections. 00:01:34 - Kris emphasizes ignoring macro noise for long-term investing. 00:03:06 - Importance of focusing on business performance over stock price. 00:04:22 - Pieter highlights differing investment approaches with Kris. 00:05:02 - Both agree macroeconomics shouldn't dictate investment decisions. 00:08:19 - Pieter and Kris discuss their unique investing inspirations. 00:11:14 - Kris advises aligning portfolios with personal investment strategies. 00:16:12 - Importance of mindset and patience in successful investing. Learn more from Pieter here: X: @QCompounding Substack: Compounding Quality And Kris here: X: @FromValue Substack: Multibagger Nuggets 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 an extended 30 day free trial! 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! Get two hundred fifty dollars when you join Ramp. Go to ramp.com/BEGINNERS 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 [email protected] 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

Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve into the PIVOT framework, discuss the competitive moats of companies like Costco and American Express, and highlight the importance of community in making informed investment decisions. 00:00:00 - Introduction to the Investing for Beginners podcast and today's topic. 00:00:52 - Overview of the PIVOT framework for better investing. 00:01:07 - Explanation of PIVOT: Portfolio, Idea, Valuation, Observed, Thinking. 00:01:42 - Discussion on Costco's competitive moat and business model. 00:02:26 - Introduction to scale economy shared with Azure example. 00:03:40 - Defining moats and their importance for investors. 00:06:08 - American Express's unique business model and customer loyalty. 00:25:08 - Google's economic toll booth model and growth strategies. 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 [email protected] Start learning how to value companies here:  DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Ama Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing for Beginners podcast, where we delve into the PIVOT framework's essential metrics. In this episode, we explore gross margin, current ratio, and return on invested capital (ROI C). Discover how these financial metrics can enhance your investment analysis and help you make informed decisions in the stock market. 00:00:00 - Introduction to the Investing for Beginners podcast episode. 00:00:50 - Overview of the PIVOT framework and its components. 00:01:09 - Discussion on gross margin as a beginner metric. 00:03:33 - Importance of gross margin in comparing industry peers. 00:10:01 - Introduction to the current ratio for financial health. 00:12:12 - Calculating the current ratio from balance sheet data. 00:17:12 - Exploring ROI C as an expert-level investment metric. 00:27:04 - Benefits of the School of Investing for learners. 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 [email protected] 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

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 [email protected] 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