The Investing for Beginners Podcast - Your Path to Financial Freedom

AAR10 - Financial Goals for Beginners

12 Aug 2025

Contributed by Lukas

In this episode of 'At Any Rate,' Evan Raidt hosts Andrew Sather, who shares his journey from financial beginner to expert. They discuss the importa...

The Tough Question of Good Portfolio Construction and Management

11 Aug 2025

Contributed by Lukas

In this episode, Dave and Andrew answer a listener's detailed questions on portfolio construction and management. They discuss portfolio structuring, ...

Investing Insights: Microsoft & Watsco Earnings Analysis with Fiscal AI

07 Aug 2025

Contributed by Lukas

Join Andrew and Dave on the Investing for Beginners podcast as they dive into the latest earnings reports of Microsoft and Watsco using Fiscal AI. The...

AAR09 - Financial Literacy in Childhood

05 Aug 2025

Contributed by Lukas

In this episode of 'At Any Rate,' host Evan Raidt is joined by guest Dave Ahern to discuss the importance of early financial education and its long-te...

The Hidden Power of Capital Allocation (And Why Order Matters)

04 Aug 2025

Contributed by Lukas

In this episode of the Investing for Beginners Podcast, Dave and Brian Feroldi from Long-Term Mindset dive deep into the importance of capital allocat...

What Quotes from Warren Buffett Reveal About How He Thinks As an Investor

31 Jul 2025

Contributed by Lukas

In this episode of the podcast, Dave and Andrew delve into some of Warren Buffett's most insightful quotes. Using a collection prepared by John Rotont...

AAR08 - How Anyone Can Grow Their Wealth

29 Jul 2025

Contributed by Lukas

In this episode of 'At Any Rate,' host Evan Raidt, along with guest Andrew Sather, discuss how to make sustainable financial changes with minimal effo...

A Deep Dive into Nintendo's Business Model and Future

28 Jul 2025

Contributed by Lukas

Welcome to the Investing for Beginners podcast! In this episode, join us as we interview Brett, a knowledgeable Nintendo shareholder, about the iconic...

The Wealth Ladder: Proven Financial Strategies with Nick Maggiulli

24 Jul 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, our special guest, Nick Maggiulli, COO of Ritholtz Wealth Management, dives deep into financia...

AAR07 - Building a Successful, Sustainable Side Gig with Tyler Nash

22 Jul 2025

Contributed by Lukas

In this episode, Evan Raidt discusses making sustainable financial changes with guest Tyler Nash, a teacher from Liberty, Missouri, who shares his jou...

Back to the Basics: Core Principles

21 Jul 2025

Contributed by Lukas

In this episode, Dave and Andrew return to fundamental investing principles, emphasizing the importance of refreshing oneself on the basics. They de...

Understanding Moats, Intangibles, and Brands

17 Jul 2025

Contributed by Lukas

In this episode of the 'Investing for Beginners Podcast,' Dave and Brett Schafer from Chitchat Stocks discuss the significance of moats, intangibles, ...

AAR06 - Emergency Funds 101

15 Jul 2025

Contributed by Lukas

In this episode of 'At Any Rate,' host Evan Raidt and guest Andrew Sather discuss the often overlooked but crucial topic of emergency funds in persona...

Financials Demystified: Operating Expenses and Company Growth

14 Jul 2025

Contributed by Lukas

In this episode, Andrew and Dave revisit the financials of businesses, focusing on operating margins and operating expenses. They explain what operati...

Understanding Switching Costs: A Key Competitive Advantage

10 Jul 2025

Contributed by Lukas

Welcome to the Investing for Beginners podcast! In this episode, Brett from Chitchat Stocks joins us to dive deep into the concept of switching costs ...

AAR05 - What Kind of Investing is Right for You?

08 Jul 2025

Contributed by Lukas

In this episode, host Evan Raidt and guest Dave Ahern explore various investment strategies and accounts to help individuals select the best options s...

Retailing is a Tough Business (Industry KPIs to Follow)

07 Jul 2025

Contributed by Lukas

In this episode, the focus is on the retail industry and its investment challenges. Dave and Andrew discuss the recent earnings reports for Dick's Spo...

Q&A: Getting Started from Ground Zero; Is there value in the Mag 7?

03 Jul 2025

Contributed by Lukas

In this episode, Dave and Andrew answer listener questions covering essential steps after opening a brokerage account, actions and due diligence befor...

AAR04 - 5 Steps to Start Investing NOW!

02 Jul 2025

Contributed by Lukas

In this episode of our personal finance series, host Evan Raidt is joined by Andrew Sather to discuss actionable steps for beginners looking to start ...

Quality Investing with Pieter from Compounding Quality

30 Jun 2025

Contributed by Lukas

Welcome to the Investing for Beginners podcast! In this episode, we are joined by Pieter from Compounding Quality for the third time. Pieter shares hi...

2 of the 5 Key Habits for Successful Stock Picking

26 Jun 2025

Contributed by Lukas

In this episode, Dave and Andrew explore essential habits for mastering the investment process, focusing on the critical aspects of managing risks and...

AAR03 - Tips to Balance Your Budget

24 Jun 2025

Contributed by Lukas

In this episode of At Any Rate, the focus is on making sustainable financial changes through budgeting. Host Evan Raidt and guest Dave Ahern discuss t...

Mastering Network Effects: Key to Long-Term Investment Succes

23 Jun 2025

Contributed by Lukas

Join the Investing for Beginners Podcast discussing network effects with special guest Brett Schafer. Listen as they explore the concept of moats wit...

Back to Basics: Why You Should Buy Stocks

19 Jun 2025

Contributed by Lukas

Welcome to Investing for Beginners Podcast. In this episode, we dive into the basics of investing in stocks and why it's considered one of the best wa...

AAR02 - Do I Need A Financial Advisor

17 Jun 2025

Contributed by Lukas

In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the...

Financials Demystified: Gross Margins

16 Jun 2025

Contributed by Lukas

In this episode, Dave and Andrew introduce a 12-month series focused on breaking down financial statements. This month, they concentrate on gross marg...

Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski

12 Jun 2025

Contributed by Lukas

Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'T...

AAR01 - How to Use Automation to Build Your Wealth

10 Jun 2025

Contributed by Lukas

In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. The...

Q&A: Screening for Red Flags; Watchlist and Industry Map Building

09 Jun 2025

Contributed by Lukas

In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics i...

Life as a Buy Side Investor with Dan Boston

05 Jun 2025

Contributed by Lukas

In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a...

AAR00 - Welcome to At Any Rate. Let's Get to Know Each Other

03 Jun 2025

Contributed by Lukas

In this episode, hosts Andrew and Evan Raidt announce the launch of a new weekly segment called 'At Any Rate.' This new show will focus on beginner-fr...

Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty

02 Jun 2025

Contributed by Lukas

In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positio...

American Express: A Deep Dive into Its Business Model and Moat

29 May 2025

Contributed by Lukas

In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive adv...

Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast

26 May 2025

Contributed by Lukas

In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, includ...

Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

22 May 2025

Contributed by Lukas

In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underpe...

The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy

19 May 2025

Contributed by Lukas

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, fra...

Q&A: Selling During Volatility and Visualizing Net Working Capital

15 May 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave tackle four intriguing listener questions gathered from various sources....

International Investing 101: ADRs, Foreign Markets, and Building Global Wealth

12 May 2025

Contributed by Lukas

International investing offers portfolio diversification beyond your home market, especially valuable during US market downturns like in 2025. While i...

Adobe: The Best Ideas are the Simplest

08 May 2025

Contributed by Lukas

In this episode, we break down the viability of Adobe as a stock investment. We discuss the challenges of evaluating Adobe, which operates as "a categ...

Secrets to Sourcing Investment Ideas

05 May 2025

Contributed by Lukas

In this episode of Investing for Beginners, Brett Schafer from Chitchat Stocks shares actionable strategies for sourcing investment ideas. From levera...

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

01 May 2025

Contributed by Lukas

In this episode, Dave and Andrew answer listener questions on investment strategies, specifically discussing the benefits of using ISA and GIA account...

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

28 Apr 2025

Contributed by Lukas

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...

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

24 Apr 2025

Contributed by Lukas

In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit s...

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

21 Apr 2025

Contributed by Lukas

Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuati...

The Truth About Target Date Funds: Joe Saul-Sehy of Stacking Benjamin's Take

17 Apr 2025

Contributed by Lukas

Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Lear...

Comparing the Biggest Retailers: Costco vs Amazon vs Walmart

14 Apr 2025

Contributed by Lukas

In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these compani...

Analyzing Software Stocks Amid the Market Turmoil w/ Finchat's CEO

10 Apr 2025

Contributed by Lukas

In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investmen...

Investor Profile: Warren Buffett's Impact on Our Life and Investing

07 Apr 2025

Contributed by Lukas

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 discuss...

10 of the Best CEOs in the Stock Market Today

03 Apr 2025

Contributed by Lukas

In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capit...

Q&A: Buying Big, Struggling Companies; Adding to Losers

31 Mar 2025

Contributed by Lukas

In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents...

The Myriad of Opportunities in Infrastructure with John Rotonti

27 Mar 2025

Contributed by Lukas

In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach ...

Stock Therapy: How many stocks is too many?

24 Mar 2025

Contributed by Lukas

In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assume...

The History of NVIDIA and Latest in AI w/ Eric Bleeker from the AI Investor Podcast

20 Mar 2025

Contributed by Lukas

In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial ...

Where Do We Start When Analyzing an Income Statement?

17 Mar 2025

Contributed by Lukas

In this episode, hosts Andrew and Dave break down how to analyze an income statement using Nike as an example. They discuss the importance of financia...

Expanding Your Competence Like Buffett (w/ Alex Morris from TSOH)

13 Mar 2025

Contributed by Lukas

In this episode, Dave and Andrew feature Alex Morris, founder and analyst at TSOH Investment Research and author of 'Buffett and Munger Unscripted.' A...

Is Zyn the Next "To The Moon" Investment?

10 Mar 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco ...

What You Don't Understand About Cyclical Compounding w/ Leandro from Best Anchor Stocks

06 Mar 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest. Leandro discusse...

Q&A: Does Value Work Today and Dividends or Buybacks?

03 Mar 2025

Contributed by Lukas

In this episode, the hosts of the 'Investing for Beginners' podcast tackle complex listener questions about the advantages of share buybacks for divid...

12 Things I Wish I Knew When I First Started Investing

27 Feb 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave share the top 12 lessons they wish they knew when they first started inv...

Investor Profile: How Charlie Munger Helped Us Think Better

24 Feb 2025

Contributed by Lukas

In this episode of the 'Investing for Beginners' podcast, the hosts profile the life and career of renowned investor Charlie Munger, who had a signifi...

4 Easy Ways to Value a Stock

20 Feb 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, the hosts delve into four primary methods to value a stock: Price to Earnings (P/E) ratio, Pri...

Why is the SEC Letting Companies Get Away with This?

17 Feb 2025

Contributed by Lukas

Wall Street incentives are all jacked up, and after 25 years of experience poring through countless financial statements, David Trainer has an easy an...

How Value Investing Works: The "Last Puff"

13 Feb 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, Andrew and Dave address a thought-provoking question from Reddit about value investing and dis...

Bird's Eye View of Uber Technologies (UBER): Companies Reaching Profitability

10 Feb 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, the hosts provide a comprehensive look at Uber Technologies as an investment opportunity. The ...

Spotting Potential Red Flags with the Cash Conversion Cycle

06 Feb 2025

Contributed by Lukas

In this episode of the Investing for Beginners podcast, the hosts delve into the intricacies of the cash conversion cycle (CCC), an important metric f...

Finding Safe Compounding Dividends with TJ Terwilliger

03 Feb 2025

Contributed by Lukas

Join us for an insightful discussion with TJ Terwilliger from Compounding Dividends, as we dive deep into dividend investing strategies. Learn why sma...

IFB381: What to Look For When You First Discover a Company To Invest In

30 Jan 2025

Contributed by Lukas

Join us for an in-depth analysis of Union Pacific Corporation, one of America's largest railroad companies. We'll examine their financial performance,...

The Timeless Cornerstones of Investing in the Stock Market

27 Jan 2025

Contributed by Lukas

Dive into the foundational principles of value investing as taught by legendary investors Warren Buffett and Benjamin Graham. This episode explores th...

IFB379: Investment Diversification Strategy - The 4-Quarter Portfolio Approach

23 Jan 2025

Contributed by Lukas

Discover the secrets of successful portfolio management as we dive deep into sector concentration, diversification strategies, and risk management. Wh...

IFB378: Expanding Your Circle of Competence - A Beginner's Guide

20 Jan 2025

Contributed by Lukas

Join Andrew and Dave in this insightful episode as they explore the art of expanding your circle of competence. Discover practical methods to master n...

IFB377: Restaurant Stocks: What 9 Years as an Owner/GM Taught Me About the Industry

16 Jan 2025

Contributed by Lukas

Join us for an insider's look at restaurant industry investing with our expert who brings years of hands-on experience from dishwasher to management. ...

IFB376: Our Thoughts on SMCI, Position Sizing Based on Risk

13 Jan 2025

Contributed by Lukas

Join investing experts Andrew and Dave as they dive deep into portfolio management strategies, risk assessment, and identifying companies worth holdin...

IFB375: Missed NVIDIA or Netflix? Why FOMO Isn’t Always Bad

09 Jan 2025

Contributed by Lukas

In this episode of the Investing for Beginners Podcast, we dive into the emotional side of investing—FOMO (Fear of Missing Out). From missing NVIDIA...

IFB374: Understanding Sum of Parts Valuation - Breaking Down Complex Companies

06 Jan 2025

Contributed by Lukas

Join us for an insightful discussion on advanced investment strategies, featuring expert analysis of Peter Lynch's Sum of Parts valuation method, port...

IFB373: Stock Market Myths Debunked - It’s Not Just a Casino

02 Jan 2025

Contributed by Lukas

Welcome to the Investing for Beginners podcast! In this episode, we dive into the history of the stock market, exploring key events, timeless lessons,...

IFB372: How to Use Reverse DCF Models - Expert Tips for Stock Valuation

30 Dec 2024

Contributed by Lukas

Join us for an insightful discussion on fundamental investing concepts with industry experts. We'll explore capital structure analysis, valuation tech...

Value Investing Secrets: From Berkshire to Micro-Caps with Daniel from All-In-One Investing

26 Dec 2024

Contributed by Lukas

Join us for an enlightening conversation with Daniel from All In as we dive deep into value investing strategies, portfolio management, and global mar...

IFB371: Warren Buffett's 4 Investment Filters - A Beginner's Guide

23 Dec 2024

Contributed by Lukas

Warren Buffett’s investment philosophy revolves around four key filters: understanding the business, favorable growth prospects, trustworthy managem...

How to Evolve as an Investor: Lessons from Jeff & Jason of Investing Unscripted

19 Dec 2024

Contributed by Lukas

In this episode of the Investing for Beginners Podcast, Dave and Andrew are joined by Jeff and Jason from Investing Unscripted to discuss evolving as ...

IFB370: Free Cash Flow Metrics - Margin, Yield, and Conversion Explained

16 Dec 2024

Contributed by Lukas

In episode 370 of the Investing for Beginners Podcast, Dave and Andrew tackle listener questions about PE ratios, target date funds, debt-to-equity ra...

Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks

12 Dec 2024

Contributed by Lukas

The Investing for Beginners Podcast dives into the fascinating world of home builders with Brett and Ryan from Chit Chat Stocks. Learn how interest ra...

IFB369: How to Handle Stock Losses for Beginners

09 Dec 2024

Contributed by Lukas

Welcome to Episode 369 of the Investing for Beginners Podcast! Today, we’re diving into listener questions about Disney stock, Warren Buffett’s le...

Growth vs. Quality Investing with Pieter Slegers and Kris Heyndrikx

05 Dec 2024

Contributed by Lukas

In this episode of the Investing for Beginners podcast, hosts welcome Pieter from Compounding Quality and Kris from Multibagger Nuggets. They discuss ...

PIVOT Framework ("T"): Thinking Moats

02 Dec 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve in...

PIVOT Framework ("O"): Observing Metrics

28 Nov 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, where we delve into the PIVOT framework's essential metrics. In this episode, we explore gross margin,...

PIVOT Framework ("V"): Valuation

25 Nov 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, where we simplify complex financial concepts for novice investors. In this episode, we continue explor...

PIVOT Framework ("I"): Idea Generation

21 Nov 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, where we simplify the world of investing. Today, we explore the PIVOTT framework, a powerful tool for ...

PIVOT Framework ("P"): Portfolio Management

18 Nov 2024

Contributed by Lukas

Welcome to the "Investing for Beginners" podcast, where we explore essential strategies for successful investing. In this episode, we introduce the PI...

IFB368: The Role of Stock-Based Compensation in Company Valuation

14 Nov 2024

Contributed by Lukas

Understanding stock valuation is crucial for investors. In this episode of the Investing for Beginners podcast, we explore valuation basics, stock-bas...

IFB367: Exploring the Future of Payments

11 Nov 2024

Contributed by Lukas

In this episode of the Investing for Beginners podcast, Andrew and Dave delve into the payments industry, exploring its significance for investors. Th...

Bird's Eye View: Analyzing Google

07 Nov 2024

Contributed by Lukas

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave explore Alphabet Inc., the parent company of Google and YouTube. They di...

Exploring Investment Strategies with Cedar Grove's Paul Cerro

04 Nov 2024

Contributed by Lukas

oin us on the Investing for Beginners podcast as we welcome Paul Cerro, Chief Investment Officer of Cedar Grove Capital Management. Discover his journ...

IFB366: How to Handle Stock Market Losses + More

31 Oct 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, Episode 366. Today, we tackle two insightful listener questions about navigating stock market losses a...

IFB365: Why 10-Year Revenue Growth Matters for Long-Term Investors

28 Oct 2024

Contributed by Lukas

In this episode of the Investing for Beginners Podcast, we explore essential financial metrics that every investor should understand. From market cap ...

IFB364: P/E Ratios, Value Traps, and Market Analysis

24 Oct 2024

Contributed by Lukas

Join us on Investing for Beginners as we tackle listener questions on crucial topics like IRA investing with VA stipends, deciphering debt-to-equity r...

IFB363: How to Start Investing -A Beginner's Guide

21 Oct 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast. In this episode, we're tackling the crucial question: how to start learning to invest. Whether you're ...

Bird’s Eye View: Alibaba – The E-commerce Giant

17 Oct 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast. Today, we're taking a bird's-eye view of Alibaba (BABA), the Chinese e-commerce giant. We'll explore i...

IFB362: Why Some Stocks Always Seem Expensive

14 Oct 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast, episode 362. Today, Dave and Andrew explore the concept of competitive advantage period (CAP), a valua...

Brian Feroldi Explains Why Warren Buffett Thinks EPS is Overrated

10 Oct 2024

Contributed by Lukas

Welcome to the Investing for Beginners podcast. Today, we're joined by financial educator Brian Feroldi to discuss Warren Buffett's perspective on ear...

IFB361: How to Project Revenue Growth in DCF

07 Oct 2024

Contributed by Lukas

Learn how to accurately estimate revenue growth in discounted cash flow (DCF) models, a crucial yet challenging aspect of company valuation. Discover ...