The Investing for Beginners Podcast - Your Path to Financial Freedom

• Comparing the Biggest Retailers: Costco vs Amazon vs Walmart

  In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these companies compete, their business models, and what potential investors should consider. The show covers Amazon's diverse revenue streams, Costco's membership-driven, low-margin strategy, and Walmart's large-scale, low-cost operations. The conversation also touches on the financials, growth prospects, and potential risks associated with each company, providing a comprehensive guide for beginner investors. 00:00 Introduction and Episode Overview 01:46 Amazon: The Retail Giant 02:30 Amazon's Business Segments and Growth 05:36 Amazon Prime and AWS 09:12 Costco: The Warehouse Club Model 11:49 Costco's Business Strategy and Growth 21:29 Walmart: The Retail Leader 24:16 Walmart's Growth Strategy 25:40 Amazon vs. Walmart: The Grocery Battle 27:36 Costco's Competitive Edge 29:24 Investment Prospects: Walmart, Costco, and Amazon 37:06 Amazon's Innovation and Risks 39:33 Walmart and Costco: Growth Challenges 46:04 Final Thoughts and Future Predictions 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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  54:43
• Analyzing Software Stocks Amid the Market Turmoil w/ Finchat's CEO

  In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investment styles, and the importance of a long-term perspective in stock investing. Braden shares insights into his own investment philosophy, the kinds of companies he prefers, and how he sources and evaluates potential investments. The discussion includes an in-depth look at handling uncertainty in the markets, sector-specific challenges, and the future of AI in investing and business operations. Listeners also get an overview of Braden's favorite companies and what makes them durable, along with practical advice on how to use screener tools. 00:00 Introduction and Guest Welcome 00:48 Handling Market Volatility 04:22 Investment Strategies and Risk Tolerance 08:19 Finding and Evaluating Companies 12:30 Quality Investing and Valuation 16:20 Durability and Market Trends 23:49 Understanding Software Business Durability 24:24 The Power of Network Effect Businesses 24:59 Building Moats in Software Companies 25:42 The Challenge of Competing with Established Software 26:42 The Appeal of Investing in Software 28:00 Fin Chat's Personalized Features 28:31 The Complexity of Data Aggregation 29:57 The Impact of AI on Knowledge Work 33:54 The Future of Coding with AI 35:25 AI's Role in Automating Paperwork 39:45 Investing in AI and Infrastructure 44:34 Fin Chat and Podcast Recommendations 46:24 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? Check out Braden's podcast: The Canadian Investor Get 15% off a subscription to Finchat.io using our affiliate link: http://finchat.io/?via=dave 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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  53:39
• Investor Profile: Warren Buffett's Impact on Our Life and Investing

  In this episode, Dave and Andrew dive deep into the life and strategies of Warren Buffett, one of the most renowned investors of all time. The discussion covers Buffett's early years, his entrepreneurial spirit, his foundational influences, including Ben Graham, and his value-based investing approach. Additionally, the episode explores Buffett’s acquisition and management strategies at Berkshire Hathaway, his use of insurance float, and some pivotal decisions during his career. The hosts also reflect on the practical lessons they’ve learned from Buffett. 00:00 Introduction to Warren Buffet 00:25 Buffet's Early Years and Influences 03:27 The Intelligent Investor and Ben Graham 08:18 Buffet's Investment Partnership 12:34 The Berkshire Hathaway Era 16:02 The Power of Insurance Float 21:37 Buffet's Investment Philosophy 29:06 Lessons and Legacy 33:06 Conclusion and Listener Engagement 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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  40:19
• 10 of the Best CEOs in the Stock Market Today

  In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction. Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore rising stars in innovative and technology-first industries like payments. The episode provides insights into how these CEOs have navigated challenges, evolved their business models, and consistently created value for shareholders through smart investment and operational strategies. 00:00 Introduction 01:02 Discussing Favorite CEOs 01:28 Brett's First Pick: Bom Suk Kim of Coupang 06:52 Dave's First Pick: Warren Buffett 12:44 Brett's Second Pick: Brian Chesky of Airbnb 16:57 Dave's Second Pick: Mark Leonard of Constellation Software 22:01 Brett's Third Pick: Stephen Squeri of American Express 25:34 Dave's Third Pick: Pieter van der Does of Adyen 26:38 The Unique Culture of Adyen 27:02 Adyen's One-Platform Advantage 28:04 Stock-Based Compensation and Pay Ratios 28:53 Adyen's Market Position and Growth 30:43 Sprouts Farmers Market Turnaround 37:41 Nubank's Innovative Approach 42:41 Nelnet: The Berkshire Heir 47:51 Markel's Berkshire-Like Strategy 51:03 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? Check out Brett's podcast called Chit Chat Stocks, and the great work he does on their Substack. 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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  59:05
• 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

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