Back to Basics: Opportunity Costs in Investing

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 27 June 2024

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:19.8	dot code ek slash special offer all Lowercase. That's Shopify.
0:23.9	Coe dek slash Special Offer.
0:25.8	Love this podcast because it crushes your dreams and getting rich quick.
0:31.8	They actually got me into reading stats for anything.
0:34.8	You're tuned in to the Investing for Beginners Podcast.
0:38.5	Led by Andrew Sather and Dave Ahern.
0:41.9	Step-by-step premium investing guidance for beginners.
0:46.0	Your path to financial freedom starts now.
0:50.0	Starts now. to Investing for Beginners Podcast. Today we are going to do one of our Back to the Basics
1:04.5	episodes. These are episodes that we're doing every Thursday, so please come back every
1:08.8	Thursday to hear another episode of Back to the Basics and learn a little foundational stuff about investing.
1:15.0	Today's topic is going to be opportunity costs.
1:18.0	We're going to talk about how they can impact your returns and maybe an idea or two of how you could help decide whether this
1:26.0	opportunity is better than the other. So I guess with that Andrew why don't we dive
	...

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