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The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
The Investing for Beginners Podcast - Your Path to Financial Freedom
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  • Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast
    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 investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis. 00:28 Berkshire Hathaway Meeting Insights 01:22 Warren Buffett's Big Announcement 03:25 Reflections on the Meeting 06:46 Future of Berkshire Hathaway 13:23 Podcasting and Investment Strategies 15:22 Researching and Pitching Stocks 24:22 Evaluating Investment Opportunities 33:15 Researching Investment Ideas 33:29 Analyzing Company Filings 34:27 Using Financial Tools and Resources 34:50 Evaluating Investment Theses 35:31 The Importance of Earnings Calls 36:00 Leveraging External Research 36:59 Writing and Reflecting on Investment Decisions 44:53 Understanding Intrinsic Value 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 Today's show is sponsored by BetterHelp Get 10% off your first month today with ⁠⁠BetterHelp⁠⁠ More from Shawn and Daniel: Intrinsic Value Podcast Intrinsic Value Community 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: Fixing a Bad Portfolio and Reacting to AI's Disruption
    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 significant inheritance and is seeking investment advice. The episode concludes with a discussion on the potential impact of AI on Google's search business, highlighting how to interpret and react to market news. 00:00 Welcome and Listener Questions Overview 00:13 Question 1: Handling Stock Losses 06:57 Question 2: Estimating Free Cash Flow 16:55 Question 3: Building a Wealth Portfolio 26:31 Discussion: Google and AI Disruption 35:41 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. Get your summer savings and shop premium wireless plans at ⁠⁠⁠MintMobile.com/beginners⁠⁠⁠ Today's show is sponsored by BetterHelp Get 10% off your first month today with ⁠BetterHelp⁠ 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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  • The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy
    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's journey from startup to private equity to microcaps. [00:05:00] Microcap advantage: First investor visiting companies in years. [00:08:00] "Suggestive investing" helps unlock value in undervalued companies. [00:14:00] Finding ideas requires networking, not screening like large caps. [00:19:00] Seek obscure markets where competitors can't justify entering. [00:25:00] A+ CEOs know strengths/weaknesses and speak business-owner to business-owner. [00:35:00] Look for hidden non-core assets often missed in valuations. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. More from Whit Huguley of River Oaks Capital River Oaks Capital X Account: Whit Huguley 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 Today's show is sponsored by BetterHelp Get 10% off your first month today with ⁠BetterHelp⁠ Podcast Survey ⁠einvestingforbeginners.com/survey⁠ 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: Selling During Volatility and Visualizing Net Working Capital
    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 without inflation. The conversation transitions to net working capital, exploring its importance in cash flow statements versus balance sheet metrics. Finally, they address concerns about high-level executives or board members selling large amounts of stock, providing insights on when this might be a red flag for investors. 00:00 Introduction and Listener Questions Overview 00:33 Is Now a Bad Time to Sell Stocks? 06:52 The Importance of Staying Invested During Market Volatility 10:37 Understanding Discounted Cash Flows (DCF) 18:00 Calculating Free Cash Flow and Working Capital 30:58 Insider Stock Sales: Red Flags or Not? 34:06 Conclusion and How to Submit Questions 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 Today's show is sponsored by BetterHelp. Get 10% off your first month today with ⁠BetterHelp⁠ Podcast Survey ⁠einvestingforbeginners.com/survey⁠ 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 SHOW⁠⁠Apple⁠⁠ | ⁠⁠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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  • International Investing 101: ADRs, Foreign Markets, and Building Global Wealth
    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 beyond home markets during downturns. [00:02:45] Start with 10% allocation in countries you understand culturally. [00:06:30] Mexico, South America, Europe, Japan offer familiar business environments. [00:12:30] Avoid war-torn regions with poor business rule of law. [00:14:45] ADRs provide access to foreign stocks through US markets. [00:22:30] Interactive Brokers offers direct access to 36 international markets. [00:35:00] IFRS accounting treats R&D differently than US GAAP standards. [00:39:30] Currency fluctuations significantly impact international investment returns. 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 Today's show is sponsored by BetterHelp. Get 10% off your first month today with BetterHelp. Podcast Survey ⁠⁠einvestingforbeginners.com/survey To get more Brett: Podcast: Chit Chat Stocks Twitter: CCM_Brett Substack: Chit Chat Stocks 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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About 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.
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