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Το περιεχόμενο παρέχεται από το Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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Back to Basics: Opportunity Costs in Investing

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Manage episode 425829208 series 3422773
Το περιεχόμενο παρέχεται από το Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn why assessing opportunity costs can enhance long-term returns and make smarter investment decisions. Tune in for valuable insights!

00:00 Investing has risk and opportunity cost considerations.

03:11 Investment decisions require careful consideration and analysis.

08:43 Monitoring business changes: qualitative and fact-based.

10:31 Rising costs impact profitability and competitive advantage.

14:27 Monitoring KPIs for business growth and stability.

20:00 Record reasons for buying, avoid impulsive trading.

24:38 Evaluate portfolio turnover to manage investment decisions.

26:06 Modeling mentor behavior. Focusing on key portfolio positions.

32:01 Investor focuses on sound decisions, not hype.

33:04 Consider opportunity costs when pursuing your goals.

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Start your free online visit today at Hims.com/INVESTING

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

465 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 425829208 series 3422773
Το περιεχόμενο παρέχεται από το Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn why assessing opportunity costs can enhance long-term returns and make smarter investment decisions. Tune in for valuable insights!

00:00 Investing has risk and opportunity cost considerations.

03:11 Investment decisions require careful consideration and analysis.

08:43 Monitoring business changes: qualitative and fact-based.

10:31 Rising costs impact profitability and competitive advantage.

14:27 Monitoring KPIs for business growth and stability.

20:00 Record reasons for buying, avoid impulsive trading.

24:38 Evaluate portfolio turnover to manage investment decisions.

26:06 Modeling mentor behavior. Focusing on key portfolio positions.

32:01 Investor focuses on sound decisions, not hype.

33:04 Consider opportunity costs when pursuing your goals.

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Start your free online visit today at Hims.com/INVESTING

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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