The Most Exciting Change to Our Business Yet

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 2 October 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, Andrew and Dave announce a major change for their business, as Dave takes over as the new portfolio manager for Value Spotlight. The discussion includes Dave's investment focus on payments, semiconductors, and energy sectors, explaining why these industries are promising for the future. Dave shares his journey of learning about these sectors, including experiences with JP Morgan, and offers insights into his investing philosophy, how he manages risks, and his diligence in handling investor responsibilities. An overview of Value Spotlight's future directions under Dave's leadership is also provided. 00:00 Welcome and Big Announcement 00:23 Transition to New Portfolio Manager 01:35 Focus on Payments Industry 04:38 Global Impact of Mobile Payments 07:19 Understanding Visa and MasterCard 13:14 Introduction to Semiconductors 15:21 Learning About the Semiconductor Industry 19:30 Exploring the Energy Sector 32:52 Introduction to Investment Philosophy 33:55 Managing Portfolio Risks 35:03 Learning from Market Crashes 38:42 Dealing with Investment Mistakes 42:02 The JP Morgan Story 45:26 Becoming a Writer 48:39 Excitement for Stocks and the Market 50:17 Value Spotlight and Future Plans 54:22 Final Thoughts and Encouragement 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. Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LIQUID-IV DOT COM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and get 20% off your first order with code INVESTING at checkout. Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leesa.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, promo code INVESTING for 25% off mattresses PLUS an extra $50 off. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Go to ⁠⁠tesbros.com⁠⁠ and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link: ⁠https://station.page/tesbros/contest/theinvestingfor⁠ Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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	Their way just got even better with the one and only Tieri-on-Ree, joining us as our new ambassador.
0:07.0	Expect big moments, great rewards and much more.
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0:15.4	Hey Jack, I'm seeing your business everywhere. Have you got a new marketing person or something?
0:19.9	You could say I've got a new
0:20.8	secret weapon for print. Print? Oh, Vista print, right? That's not a secret. How did you know? Come on.
0:27.4	Custom posters, branded mugs, stylish flyers. Only one place prints all that. Vista print. Yeah, I got
0:33.5	business cards, stickers, t-shirts, booklets, signage, even photo books from my last holiday.
0:38.3	Print everything for your business with VistaPrint.
0:41.1	If you need it, we print it at vistoprint.co.uk.
0:47.3	Love this podcast because it crushes your dreams and getting rich quick.
0:50.8	They actually got me into reading stats for anything.
0:53.2	You're tuned in to the Investing for Beginners podcast.
0:57.0	Led by Andrew Sather and Dave Ahern.
1:00.4	Step-by-step premium investing guidance for beginners.
1:04.4	Your path to financial freedom starts now.
1:08.0	Starts now. Starts now.
1:16.0	All right, folks. Welcome to Investing for Beginners podcast.
1:19.2	Today, Andrew and I are going to serve some news with you.
1:22.5	And so let's just kind of dive in.
1:24.0	And Andrew, I'm going to turn it over to you.
1:25.4	Sorry, Andrew.
	...

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