The Investing for Beginners Podcast - Your Path to Financial Freedom

• Secrets to Sourcing Investment Ideas

  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 ideas. [00:03:00] Why understanding your investments prevents panic during downturns. [00:05:00] Using Twitter’s search function to explore stock tickers. [00:10:00] Benefits of subscribing to newsletters for detailed stock analysis. [00:19:00] How Value Investors Club and Yellow Brick Investing help research. [00:24:00] Tips for using stock screeners to find undervalued companies. [00:33:00] Brett’s best investments sourced from screeners and newsletters. [00:45:00] Serendipity in finding great stocks through online communities. 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. Get your summer savings and shop premium wireless plans at MintMobile.com/beginners 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 For sponsorship inquiries, reach out to us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• How We'd Handle Our First 30 Days as an Investor

  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, and maintaining a learning journal. 00:00 Introduction and Episode Overview 00:20 Listener Question: ISA vs GIA Accounts 07:07 Analyzing Companies and Finding Competitors 18:42 First 30 Days as a New Investor 25:59 Building Good Investing Habits 36:25 Conclusion and Contact Information 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. Get your summer savings and shop premium wireless plans at MintMobile.com/beginners 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 For sponsorship inquiries, reach out to us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Inside the Mind of a Tech CFO: Lessons from CJ Gustafson

  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 revenue explained. [00:07:00] Managing cash flow and runway in startups is critical. [00:10:00] Building investor relationships for easier future fundraising rounds. [00:13:00] CFOs spend more time managing people than spreadsheets. [00:15:00] Tech business models and pricing strategies evolve rapidly. [00:18:00] Klarna IPO: business model, AI use, and credit risks. [00:25:00] CFOs must tell compelling stories, not just crunch numbers. 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. Learn more about CJ here: Mostly Metrics 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 For sponsorship inquiries, reach out to us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Q&A: Exit Strategies, FDVV ETF, Using AI for Stock Analysis

  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 provide practical tips for balancing detailed financial analysis with a busy lifestyle and the potential advantages and risks associated with different investment strategies. 00:00 Introduction and Listener Questions Overview 00:41 Question 1: Strategies for Micro Cap Stocks 11:44 Question 2: Evaluating FDVV and Investment Strategies 21:59 Question 3: Using AI for Investment Research 33:54 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. 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 For sponsorship inquiries, reach out to us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Why Amazon's P/E Ratio is Misleading and the Right Way to Value Them

  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] How to spot startups and hypergrowth companies in the market. [00:11:00] Self-funding phase: when companies stop needing outside capital. [00:13:00] Operating leverage: profits grow faster than revenue here. [00:16:00] Capital return phase: dividends, buybacks, and mature companies. [00:19:00] Three key numbers to identify a company’s current stage. [00:26:00] Why Amazon’s valuation needs a different metric approach. 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. Check out the Stock Simplifier here: Stock Simplifier. 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 For sponsorship inquiries, reach out to us at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

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