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The Investing for Beginners Podcast

1 year

1/7 How do you read a 10-k if you only have 30 minutes a day or less? Reading the 10-k or other financial docs remain the #1 way to learn about a biz and investing. Below is my method if I lack time. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

2 months

One of the best valuation talks from my favorite teacher.

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The Investing for Beginners Podcast

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1 year

Joel Greenblatt explains valuation. What a wonderful teacher.....

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One of my favorite valuation talks from my favorite teacher.....

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Warren Buffett on how to calculate intrinsic value. The master explaining valuation.

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Free cash flow basics with Aswath Damodaran Can't believe all of this is free!

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The Investing for Beginners Podcast

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1 year

Warren Buffett at University of Nebraska. One of my favorite talks.......

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The Investing for Beginners Podcast

@IFB_podcast

1 year

The Dean of Valuation, Professor Aswath Damodaran. Must see lecture on the "dark side" of valuation.......

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The Investing for Beginners Podcast

@IFB_podcast

1 year

For best results, put this speech on repeat....

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The Investing for Beginners Podcast

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4 months

Understanding where a company's profits come from:

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Buffett on the benefits of reading 10ks. 5 minutes worth your time.

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The Investing for Beginners Podcast

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Joel Greenblatt on how to value a business.

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The Investing for Beginners Podcast

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Calculating 5 Cash Flows:

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The Investing for Beginners Podcast

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How to Analyze Banks:

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Joel Greenblatt explaining how investors can outperform the market.

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Aswath Damodaran, the Dean of Valuation. Breaking down valuation myths and misconceptions.

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The Investing for Beginners Podcast

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How to Analyze an Insurance Company:

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Joel Greenblatt teaching valuation. What a wonderful teacher......

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The Investing for Beginners Podcast

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How to Analyze a Balance Sheet:

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The Investing for Beginners Podcast

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3 months

The Psychology of Money:

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The Investing for Beginners Podcast

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1 year

Great chart from Morningstar explaining the different moats.

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The Investing for Beginners Podcast

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10 months

What is a bond yield? How do bond yields work? It's easier than you think. Let's learn a little something 🧵⬇️

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The Investing for Beginners Podcast

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Peter Lynch's 20 Rules for Investing:

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Li Lu masterclass on how to be a value investor.

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7 months

One of my favorite Warren Buffett speeches. So much knowledge dropped here, timeless......

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The Investing for Beginners Podcast

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Warren Buffett with GEICO Analysis Skip the exhaustive, endless investment analysis. Just give me a one-pager like this one. 🐐🐐

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/9 Today's show thread will focus on Free Cash Flow to the Firm (FCFF). FCFF represents the base of most calculations using a DCF to value a company. Below we will uncover how to calculate FCFF. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

3 months

What is Capex?

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EBITDA Broken Down:

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The Investing for Beginners Podcast

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3 months

Looking for wide moat companies? Check out this amazing graphic from @Quartr_App

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7 months

Peter Lynch on how to invest for beginners. Well worth your time.

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The Investing for Beginners Podcast

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28 days

Professor Damodaran teaching valuation at Google.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

ROIC is important WACC is important. But the gap between the 2 is BIGLY important. The greater the gap, the better.

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Want to invest in payments? Study this wonderful graphic to understand the value chain h/t @Quartr_App

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The Investing for Beginners Podcast

@IFB_podcast

11 months

What is Dupont Analysis? Today, we will learn everything we need to know about Dupont Analysis. Dupont Analysis, also known as DuPont Identity or DuPont Model, is a financial analysis method used to assess a company's return on equity (ROE). It breaks down ROE into three key

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The Investing for Beginners Podcast

@IFB_podcast

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Investing for beginners by Peter Lynch

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The Investing for Beginners Podcast

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1 year

Explaining Free Cash Flow like I am a 5-year old. H/t @QCompounding for the great graphic.

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4 months

Bill Ackman breaking down finance and how to understand businesses. Simple, easy explanations of a complicated subject.

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The Investing for Beginners Podcast

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The Investing for Beginners Podcast

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7 months

Why is ROIC important? ROIC + FCF impacts growth in a big way. Let's look at how.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

One of Warren Buffett's favorite metrics is ROIC. Let's learn how to calculate it.

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The Investing for Beginners Podcast

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1 month

The Basics of Value from Professor Damodaran

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Patience is what separates the best from the rest.

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Depreciation vs Capex explained simply.

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The Investing for Beginners Podcast

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What is a DCF? DCF stands for Discounted Cash Flow, a method to value a business based on its future cash flows. DCFs can be confusing, let's unwrap the mystery. Let's dig in. ⬇️

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The Investing for Beginners Podcast

@IFB_podcast

11 months

How Does Mastercard Work? $MA, the 2nd part of the payments duopoloy with $V, has earned 28.9% CAGR since IPOing in 2006. Most of us have heard of the company, but how many know how it works? Let's fix that right now. Like Visa, and contrary to popular belief, Mastercard is

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/7 Today we will take a quick look at calculating net working capital. Net working capital (NWC) helps us understand a company's liquidity, as well funding operations. Joel Greenblatt uses it as part of his calculations for return on capital. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

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What is a DCF? DCF stands for Discounted Cash Flow, a method to value a business based on its future cash flows. DCFs can be confusing, let's unwrap the mystery. Let's dig in. ⬇️

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The Investing for Beginners Podcast

@IFB_podcast

10 months

2 MUST know profitability metrics. ROE vs ROCE - ROE gauges profits relative to shareholders equity and net income - ROCE assesses overal capital efficiiency, including debt. Buffett loves ROE > 15% indicates possible moat. Terry Smiht loves ROCE Both worthwhile to know.

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The Investing for Beginners Podcast

@IFB_podcast

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Assets vs Liabilities:

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The Investing for Beginners Podcast

@IFB_podcast

2 years

1/7 Today we will take a quick look at calculating net working capital. Net working capital (NWC) helps us understand a company's liquidity, as well funding operations. Joel Greenblatt uses it as part of his calculations for return on capital. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

5 months

Peter Lynch's talk targeting beginning investors, relevant in 1997, is still relevant today.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Terry Smith of Fundsmith explains how to find quality companies. Well worth your 20 minutes......

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The Investing for Beginners Podcast

@IFB_podcast

3 months

$MSFT is the perfect illustration of: • Great CEO • Smart, timely acquisitions • Product innovation and iteration h/t @Quartr_App for the great graphic

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The Investing for Beginners Podcast

@IFB_podcast

4 months

Warren buffett speech from 1999 In it he discusses how to succeed in life and finances.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Warren Buffett with GEICO Analysis Skip the exhaustive, endless investment analysis. Just give me a one-pager like this one. 🐐🐐

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The Investing for Beginners Podcast

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2 months

5 Types of Moats:

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The Investing for Beginners Podcast

@IFB_podcast

1 year

One of Warren Buffett's favorite metrics is Return on Equity. It's a metric that can help us find "quality" companies. Below is a simple metric to help you learn how to calculate this important metric.

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Dividends vs Buybacks:

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$AAPL is bigger into financial services than many realize: - payments - savings - credit cards - BNPL Services now make up 22% of AAPL's revenues, with payments hitting all time revenue highs. Fun fact, in 2022, Apple Pay processed over $6T in payments, and is #1 mobile wallet

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The Investing for Beginners Podcast

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Financial Statement Masterclass:

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11 months

Capital allocation is job number one for a CEO How does a CEO allocate capital? We measure it in different ways. - ROIC - ROIIC - Dividends - Share buybacks - Successful acquisitions What else?

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Today, we are going to learn how to calculate the cost of capital or WACC. WACC or cost of capital equals a discount rate for DCFs Let's learn how it works 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Understanding Free Cash Flow:

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1 year

Chuck Akre explains how to find quality compounders.

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The Investing for Beginners Podcast

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7 months

Nick Sleep's investment thesis on Costco $COST Fascinating read. h/t @F_Compounders for the find.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Want to learn valuation? These four books will help you learn how.

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The Investing for Beginners Podcast

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10 months

Are you a beginner who wants to learn valuation? Start with the dividend discount model. Great starter model to value solid, cash flow generating companies paying a dividend.

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The Investing for Beginners Podcast

@IFB_podcast

6 months

Want to learn the art of valuing companies? Try reading McKinesy's "Valuation." Here are 9 lessons from the book. 1. Valuation Creation Fundamentals

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The Investing for Beginners Podcast

@IFB_podcast

10 months

4 Ratios every investor should know: Want to find quality companies? Try these profitability ratios. Let's dive in 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

2 years

Comparing the 2 most important ratios in finance, ROIC vs WACC. The greater the gap, the more value a company creates, and if the gap goes negative, it destroys value. Understanding ROIC is important, but understanding the relationship is even more important.

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The Investing for Beginners Podcast

@IFB_podcast

11 months

ROIC is great. But what's even better, ROIIC (return on incremental invested capital) ROIIC can tell us how effectively $GOOG invests. ROIIC = (NOPAT2 - NOPAT1) / (Invested capital1 - Invested capital0) $MSFT ROIIC = ($93.9B - $44.2) / ($191.9B - $93.2) = 50.3%

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Professor Aswath Damodaran on the differences between value and growth:

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The Investing for Beginners Podcast

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5 months

Warren Buffett speaking with David Rubenstein. Always a good show, plus we can hear the master speak a bit.

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The Investing for Beginners Podcast

@IFB_podcast

10 months

RIP Charlie Munger The world lost a great one recently. His 1995 Harvard Speech was one of the most influential ever. Here is what he taught us.

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Cash Flow Cheat Sheet:

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/12 Today's short thread will cover ROIC or return on invested capital and one of the ways I like to calculate the ratio. We will look at the formula, and inputs and briefly discuss why. Keep in mind there are a gozillion ways to determine ROIC, this is my fav. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/26 $V Visa, has one of the strongest moats in payments biz, but what do we know about it? Today's shallow dive will focus on the biz, moat, capital allocation, mgmt, and valuation. All fun money stuff courtesy of @stratosphere_io , along with mgmt commentary @Quartr_App 🧵⬇️⬇️

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Want to invest in payments businesses like $V, $MA, $ADYEY, or $PYPL? You must understand the payment flow and how it all interconnects. This fantastic graphic from @Quartr_App will help you better understand how it all works.

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The Investing for Beginners Podcast

@IFB_podcast

6 months

Warren Buffett lecture at University of North Carolina in 1996. So many great insights shared....

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5 months

Early Buffett interview from 1988.

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8 months

12 Financial KPIs every investor should know. 1. Earnings Per Share (EPS) = Net income / Weighted Average Shares Outstanding

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29 days

Depreciation vs Amortization How do they compare/differ?

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4 months

Invested Capital vs Working Capital

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7 months

$V vs $MA The two-headed duopoly of payments continues to excel. Let's take a quick look.

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The Investing for Beginners Podcast

@IFB_podcast

10 months

Want to find a fortress balance sheet? Use these metrics to analyze balance sheets like a pro. → Current ratio > 1 → Asset Turnover > 5% → Interest coverage > 5 → Debt to Assets > 40% → Net debt to EBITA < 3

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/17 Want to start to value companies? You must learn how to use the cost of equity. Let's jump in and learn more below. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Free cash flow > Net Income As a beginning/intermediate investor you must understand how to calculate free cash flow plus what it represents. This simple graphic below will help you learn what you need to know.

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The Investing for Beginners Podcast

@IFB_podcast

11 months

$AAPL is bigger into financial services than many realize: - payments - savings - credit cards - BNPL Services now make up 22% of AAPL's revenues, with payments hitting all time revenue highs. Fun fact, in 2022, Apple Pay processed over $6T in payments, and is #1 mobile wallet

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The Investing for Beginners Podcast

@IFB_podcast

6 months

Joel Greenblatt and Howard Marks discussing investing. Two giants sharing their knowledge and wisdom. 32 minutes well worth our time.

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The Investing for Beginners Podcast

@IFB_podcast

5 months

Aswath Damodaran explaining the power of numbers and story.

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The Investing for Beginners Podcast

@IFB_podcast

1 year

1/7 All businesses need to invest to grow, even $AMZN. Net working capital (NWC) helps us understand a company's liquidity, as well funding operations. Joel Greenblatt uses it as part of his calculations for return on capital. 🧵⬇️

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The Investing for Beginners Podcast

@IFB_podcast

2 months

DCF Master Class:

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The Investing for Beginners Podcast

@IFB_podcast

2 years

1/37 Today's shallow dive focuses on $NVO Novo Nordisk, the global leader in diabetes with a market share of 31%+. We will look at the biz model, moat, capital allocation, mgmt, and valuation. Cool money stuff from @stratosphere_io and commentary from mgmt @Quartr_App 🧵

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The Investing for Beginners Podcast

@IFB_podcast

21 days

Seth Klarman sharing his views in 14 minues. Time well spent....

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The Investing for Beginners Podcast

@IFB_podcast

1 year

Chapter 8 of the Intelligent Investors contains some of the best investing advice. To invest, we must understand the markets and master our emotions. Warren Buffett has stated "Chapter's 8 & 20 have been the bedrock of my investing for over 60 years." Here the nuggets ⬇️🧵

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The Investing for Beginners Podcast

@IFB_podcast

3 months

Buffett's email exchange showcasing his idea of investing in "fat pitches." h/t @david_perell

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The Investing for Beginners Podcast

@IFB_podcast

1 year

To value any company, we must determine 5 variables. Professor Aswath Damodaran defines these five variables. Let's find out what those variables are 🧵⬇️

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