Understanding Investment Frameworks: Jeff and Jason’s Ideas from Investing Unscripted

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 8 July 2024

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to The Investing For Beginners Podcast! Join Dave, with special guests Jeff and Jason from Investing Unscripted, as they explore diverse investment strategies. We'll cover spreadsheet analysis, cash flows, market trends, and the psychology of investing. Learn from their personal journeys and gain practical insights to make informed financial decisions. Enjoy the show! 00:00 Struggling with when to decide on companies. 03:45 Investors face tough decisions, different answers needed. 07:53 Material info drives investment decisions, monitor quarterly. 09:47 Research, learn from experts, diversify, acknowledge ignorance. 14:29 Planning for market volatility in investing strategy. 19:08 Monitor stock value, consider historical performance. 20:05 Reassessing stock value with AI's future impact. 25:01 Pattern seeking humans struggle in complex markets. 29:10 Brief process: choose interesting, not boring stocks. 31:45 Monitor trends, understand KPIs, follow management. 35:29 Auto industry, except Tesla, not profitable investment. 38:49 Both processes seek same things differently visually. 42:12 Monthly podcast, portfolio on Savvytrader.com, newsletter. 44:03 Professionals struggle too but learn from mistakes. 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! Want more of Jeff and Jason? You can find them here: The Investing Unscripted Podcast and Newsletter Twitter: @InvestingPod | Watch: http://YouTube.com/@investingunscripted… Listen: https://podcasters.spotify.com/pod/investing-unscripted… Read: http://investingunscripted.com Jeff's Twitter Handle: @marketmusician Jason's Twitter Handle: @TheSmattering Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Love this podcast because it crushes your dreams and getting rich quick.
0:05.4	They actually got me into reading stats for anything.
0:08.0	You're tuned in to the Investing for Beginners Podcast.
0:11.8	Led by Andrew Sather and Dave Ahern.
0:15.0	Step-by-step premium investing guidance for beginners.
0:19.0	Your path to financial freedom starts now.
0:23.0	Starts now.
0:25.0	Start now. All right, folks, welcome to Investing for Beginners Podcast. Today we're going to have a really fun show.
0:37.0	Today we have Jeff and Jason from Investing Unscripted. They're coming back to join us again. Andrew is on
0:44.0	paternity leave. He and his wife are actually having their baby tomorrow, so he
0:48.7	will not be with us for a few weeks and Jeff and Jason are gratefully, graciously stepping in and filling in for
0:55.5	Andrew's big shoes. So guys, thank you very much for coming back today. We really
1:00.4	appreciate it and I hope you both are doing well.
1:03.0	Jason, you sound like you've recovered from your health scare.
1:06.2	Yeah, less Bill Mann, more Elvis Presley.
1:08.8	Uh-huh.
1:09.4	Excellent.
1:13.0	Glad to hear that.
1:14.0	Jeff, are you done with school now or is that, are you still going?
1:17.0	No, not quite.
1:18.0	We, uh, schools in New Jersey wrap up at the end of June, a couple more weeks but nearing the end.
1:25.0	Oh my my daughter's last day was today so that was a big party.
	...

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