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

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 22 May 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies. Moreover, they offer guidance to a listener who has received a significant inheritance and is seeking investment advice. The episode concludes with a discussion on the potential impact of AI on Google's search business, highlighting how to interpret and react to market news. 00:00 Welcome and Listener Questions Overview 00:13 Question 1: Handling Stock Losses 06:57 Question 2: Estimating Free Cash Flow 16:55 Question 3: Building a Wealth Portfolio 26:31 Discussion: Google and AI Disruption 35:41 Conclusion and Final Thoughts 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. Get your summer savings and shop premium wireless plans at ⁠⁠⁠MintMobile.com/beginners⁠⁠⁠ Today's show is sponsored by BetterHelp Get 10% off your first month today with ⁠BetterHelp⁠ 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 ⁠⁠⁠[email protected] ⁠⁠⁠ SUBSCRIBE TO THE SHOW ⁠⁠⁠Apple⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠ | ⁠⁠⁠Amazon⁠⁠⁠ | ⁠⁠⁠Tunein⁠⁠⁠ For sponsorship inquiries, reach out to us at ⁠⁠⁠[email protected]⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey Harry.
0:00.8	Hello mate.
0:01.6	Got any tips for the football?
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0:13.4	It's a good darn deal that'll make you squirrel for real.
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1:02.9	Love this podcast because it crushes your dreams and getting rich quick. They actually got me
	...

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