The Investing for Beginners Podcast - Your Path to Financial Freedom

The Investing for Beginners Podcast - Your Path to Financial Freedom

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.

Episodes

Financials Demystified: Gross Margins

June 15, 2025 • 41 mins
In this episode, Dave and Andrew introduce a 12-month series focused on breaking down financial statements. This month, they concentrate on gross margin, explaining its importance and how to calculate it using real-world examples like Netflix. They discuss how to visualize gross margin on an income statement, why the metric can be indicative of a company's pricing power, and how to use it for comparing competitors. The conversa...
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Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski

June 11, 2025 • 60 mins
Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'Time Ahead: Investors Guide to Prosperity and Impact.' Ryan shares valuable strategies on handling and preparing for market volatility. He emphasizes the importance of investing in stocks, understanding the significance of free cash flow, and accurately valuing businesses. Ryan also ...
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AAR01 - How to Use Automation to Build Your Wealth

June 10, 2025 • 42 mins
In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. They explore various ways to automate savings, investments, and spending to build wealth and achieve financial freedom. Dave shares his personal methods of using multiple savings accounts and brokerage automation, while Evan highlights the benefits of setting up these systems easily an...
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Q&A: Screening for Red Flags; Watchlist and Industry Map Building

June 8, 2025 • 42 mins
In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the methodology for building comprehensive industry maps and watchlists. The episode off...
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Life as a Buy Side Investor with Dan Boston

June 4, 2025 • 57 mins
In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics. He also discusses the implications of the global realignment on investment strategies, offering insights into how ...
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AAR00 - Welcome to At Any Rate. Let's Get to Know Each Other

June 3, 2025 • 43 mins
In this episode, hosts Andrew and Evan Raidt announce the launch of a new weekly segment called 'At Any Rate.' This new show will focus on beginner-friendly personal finance strategies designed to make long-term, impactful changes without sacrificing current enjoyment. Evan, a mechanical engineer and personal finance enthusiast, shares his own financial journey and emphasizes the importance of sustainable, high-leverage financial...
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Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty

June 1, 2025 • 45 mins
In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positions and growth potentials. They discuss the impact of external factors like potential changes in pharmaceutical pricing policies under the Trump administration and tariffs on manufacturing. The episode includes detailed insights into the financial health and strategic positioning of ...
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American Express: A Deep Dive into Its Business Model and Moat

May 28, 2025 • 54 mins
In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive advantages of American Express (Amex). They discuss Amex’s unique vertically integrated model, combining credit card issuance with payment processing, and its robust revenue streams from swipe fees, credit card loans, and high-fee premium cards. They also highlight Amex’s strong bran...
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Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast

May 25, 2025 • 75 mins
In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting. The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investm...
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Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

May 21, 2025 • 43 mins
In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies. Moreover, they offer guidance to a listener who has received a sig...
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The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy

May 18, 2025 • 60 mins
Join us as we explore the overlooked world of microcap investing with Whit Hughley of River Oaks Capital. Discover how finding A+ CEOs in obscure, fragmented markets can lead to exceptional returns. Learn why boots-on-the-ground research and personal relationships with management teams create a competitive edge in this inefficient market. [00:00:00] Welcome to microcap investing discussion with Whit Hughley. [00:01:00] Whit'...
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Q&A: Selling During Volatility and Visualizing Net Working Capital

May 14, 2025 • 42 mins
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave tackle four intriguing listener questions gathered from various sources. They begin by discussing the merits and timing of selling stocks during a downturn and the potential pitfalls of making multiple trading decisions simultaneously. They then delve into the intricacies of the Discounted Cash Flow (DCF) model, explaining its relevance with or withou...
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International Investing 101: ADRs, Foreign Markets, and Building Global Wealth

May 11, 2025 • 57 mins
International investing offers portfolio diversification beyond your home market, especially valuable during US market downturns like in 2025. While investing abroad requires understanding different accounting standards, currency risks, and market access methods, modern brokerages make global investing increasingly accessible to beginners seeking broader opportunities. [00:00:45] International investing provides diversification...
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Adobe: The Best Ideas are the Simplest

May 7, 2025 • 51 mins
In this episode, we break down the viability of Adobe as a stock investment. We discuss the challenges of evaluating Adobe, which operates as "a category of one" in its sector. Key points include the importance of not being deterred by simplicity in investment ideas, drawing parallels with other industry giants like Microsoft and Visa. The discussion emphasizes the significance of understanding a company's historical adaptability...
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Secrets to Sourcing Investment Ideas

May 4, 2025 • 55 mins
In this episode of Investing for Beginners, Brett Schafer from Chitchat Stocks shares actionable strategies for sourcing investment ideas. From leveraging Twitter and newsletters to using stock screeners and avoiding common pitfalls, Brett provides a comprehensive guide to smarter stock research. Tune in to learn how to build a winning portfolio with confidence. [00:01:00] Importance of curating trustworthy sources for investment ...
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How We'd Handle Our First 30 Days as an Investor

May 1, 2025 • 44 mins
In this episode, Dave and Andrew answer listener questions on investment strategies, specifically discussing the benefits of using ISA and GIA accounts in the UK. They also offer advice on handling fractional shares and avoiding tax headaches. In the second segment, the hosts delve into essential steps for new investors during their first 30 days, including the importance of buying familiar stocks, utilizing good investing books,...
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Inside the Mind of a Tech CFO: Lessons from CJ Gustafson

April 27, 2025 • 54 mins
CJ Gustafson, tech CFO and author of Mostly Metrics, joins the show to reveal what a CFO really does, how SaaS models work, the art of raising capital, and why storytelling is crucial in finance. Learn about IPOs, AI’s impact, and building durable businesses from one of the industry’s most insightful voices. [00:01:00] CFOs as resource allocators and company portfolio managers. [00:04:00] SaaS model’s predictability and recurring...
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Q&A: Exit Strategies, FDVV ETF, Using AI for Stock Analysis

April 23, 2025 • 41 mins
In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit strategy, and the importance of understanding time horizons. The discussion extends to the utility of AI in financial research, where they outline its current limitations and emphasize the critical value of personally reading and understanding company financial statements. They also ...
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Why Amazon's P/E Ratio is Misleading and the Right Way to Value Them

April 20, 2025 • 52 mins
Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuation metrics often fail. Learn how to analyze any stock, avoid common mistakes, and discover the tool that makes investing easier for everyone. [00:01:00] Why PE ratio fails for Amazon and growth stocks. [00:03:00] The six stages of a company’s business lifecycle explained. [00:07:00] Ho...
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The Truth About Target Date Funds: Joe Saul-Sehy of Stacking Benjamin's Take

April 16, 2025 • 68 mins
Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Learn why budgeting trumps stock picking, the real story behind target date funds, and how to build wealth in your 20s. [00:01:00] Joe’s frugal start: recording from his mom’s basement. [00:02:00] Inflation warning: budget, not stocks, is your real risk. [00:04:00] Joe’s first money mi...
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