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

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Business, Investing

4.1 • 1.5K Ratings

🗓️ 31 March 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents a buying opportunity, the implications of poor capital allocation and mergers on shareholder value, and advice on buying the dip in Texas Instruments (TXN) and Crown Castle (CCI). The conversation delves into the risks and benefits of investing in large, well-known companies, and stresses the importance of understanding a business's fundamentals and market position. Listeners are encouraged to think long-term and consider the implications of market trends, technological disruptions, and management decisions on their investments. 00:00 Welcome to Investing for Beginners 00:19 Should I Buy Intel Stock? 03:03 Understanding the Innovator's Dilemma 06:53 Evaluating Big Companies as Investments 14:59 Impact of Management Decisions on Shareholder Value 24:51 Texas Instruments vs. Crown Castle 34:24 Final Thoughts and Wrap-Up Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/INVESTING and get on your way to being your best self. Use code [INVESTINGPOD] at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/investingpod What do Dave and Andrew recommend? Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com. Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hello Blue Skies. Hello moving onwards and upwards. Hello taking control of your money. Say hello to tax-free investing. Open a Stocks and shares ICER and act by the 5th of April to get 100 to 3,000 pounds cash back. Cargreavesansdown, Hello Life.
0:21.6	Register and add or transfer £10,000 plus.
0:23.6	You may get back less than you invests and tax benefits vary.
0:26.6	For terms and conditions, see hl.co.
0:28.6	UK 4 slash ISA.
0:29.6	Get ready for a game changer.
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0:42.6	From engaging presentations to eye-catching animations and social posts, your teams can produce work that's on brand and on time every time. Transform your ideas into stand-out content
0:48.4	with time-saving generative AI features that are designed to be safe for commercial use. No headaches,
0:55.2	just results.
0:59.1	Curious to learn more, head to Adobe.com forward slash express.
1:05.4	Love this podcast because it crushes your dreams and getting rich quick.
1:07.9	They actually got me into reading stats for anything.
1:11.8	You're tuned in to the Investing for Beginners podcast.
1:15.1	Led by Andrew Saver and Dave Ahern.
1:18.9	Step-by-step premium investing guidance for beginners.
1:22.8	Your path to financial freedom starts now.
1:24.1	Start now. All right, folks. Now.
1:34.0	All right, folks, welcome to investing for beginners podcast.
1:37.0	Today, we're going to answer some questions.
1:42.2	So I went to the Reddit machine and I found some really cool questions and we got another great question from a listener.
1:44.1	So we'll go
	...

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