IFB308: Listener Q&A - Learning from Mistakes: Understanding Capital Allocation and Due Diligence in Investments

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 5 October 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to another episode of The Investing For Beginners Podcast! In today's episode, Dave and Andrew dive into a plethora of investment topics and provide valuable insights for listeners. They discuss Warren Buffett's management strategies, the importance of evaluating company performance, the role of soft skills and company culture, and much more. Join them as they delve into the world of investing and share their expertise on making sound investment decisions. Stay tuned for an enlightening and informative episode of The Investing For Beginners Podcast! 00:00:31 Equal percentage position sizing for diversified portfolio. 00:04:01 Adjusting & comfortable with Warren managing money. Recommended allocation starting at 5%. Don't focus on position sizing fluctuations. 00:09:00 Staggered reaction to market events, hedging explained. 00:10:09 Consistency in pension fund payments, long-term outlook. Expensive hedging alternative. 00:15:53 Analyze ROIC numbers over different time frames and CEOs. 00:19:52 Observing how management treats others is key. 00:22:29 Questioning sudden shift in importance and metric changes. 00:25:07 Allocation, mistakes, integration, diligence - important for success. 00:31:00 Use control F to search financial statements. 00:31:41 Wrap up conversation, subscribe, review, browse, grow, sign off. Today's show is sponsored by: Sign up today at butcherbox.com/beginners and use code BEGINNERS to receive ground beef for life plus $20 off your first order. Head to factormeals.com/investing50 and use code investing50 to get 50% off. Get 55% off your Babbel subscription at Babbel.com/BEGINNERS. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. The Average Joe Newsletter For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is a Glassbox Media Podcast.
0:03.2	We've got a very different kind of sponsor for this episode, the Jordan Harvanger Show,
0:10.4	which is a podcast you really should be listening to.
0:13.3	And I know that every day someone tells you that you just have to listen to some podcast
0:17.4	and you not say sure.
0:19.2	And then you never listen to it.
0:20.7	Don't let that happen here.
0:22.2	Jordan Show, which Apple named one of the best of 2018, is aimed at making you a better
0:26.7	informed, more critical thinker so you can get a sense of how the world actually works
0:31.0	and come to your own conclusion about what's happening even inside your own brain.
0:35.1	Each episode is a conversation with a different fascinating guest and when I say there's
0:38.6	something for everyone here, I really mean that.
0:41.4	In one episode, Jordan talks to a hostage negotiator from the FBI who offers techniques
0:45.8	on how to get people to like and trust you, which sounds useful and disturbing at the
0:49.6	same time.
0:50.8	Another episode tells the story of a cinematographer who discovered a lost city in the jungle
0:55.1	and made one of the most important archaeological finds of the century.
0:58.6	For example, I also recommend our listeners check out Jordan's conversations with Dan
1:02.5	Arelly about why people believe irrational things and Mark and Dresan about exploring
1:07.4	the power, peril and potential of AI, both spectacular episodes.
1:12.0	Jordan's always focused on pulling useful, practical insights out of his brilliant guests.
1:16.1	And we're not talking about pop psychology or wishy-washy self-help stuff here.
	...

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