76 subscribers
Player FM 앱으로 오프라인으로 전환하세요!
들어볼 가치가 있는 팟캐스트
스폰서 후원
![Travis Makes Money podcast artwork](https://cdn.player.fm/images/32243849/series/wgCXadnk2StIFlzM/32.jpg 32w, https://cdn.player.fm/images/32243849/series/wgCXadnk2StIFlzM/64.jpg 64w, https://cdn.player.fm/images/32243849/series/wgCXadnk2StIFlzM/128.jpg 128w, https://cdn.player.fm/images/32243849/series/wgCXadnk2StIFlzM/256.jpg 256w, https://cdn.player.fm/images/32243849/series/wgCXadnk2StIFlzM/512.jpg 512w)
![Travis Makes Money podcast artwork](/static/images/64pixel.png)
PIVOT Framework ("T"): Thinking Moats
Manage episode 453132192 series 3422773
Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve into the PIVOT framework, discuss the competitive moats of companies like Costco and American Express, and highlight the importance of community in making informed investment decisions.
- 00:00:00 - Introduction to the Investing for Beginners podcast and today's topic.
- 00:00:52 - Overview of the PIVOT framework for better investing.
- 00:01:07 - Explanation of PIVOT: Portfolio, Idea, Valuation, Observed, Thinking.
- 00:01:42 - Discussion on Costco's competitive moat and business model.
- 00:02:26 - Introduction to scale economy shared with Azure example.
- 00:03:40 - Defining moats and their importance for investors.
- 00:06:08 - American Express's unique business model and customer loyalty.
- 00:25:08 - Google's economic toll booth model and growth strategies.
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 THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Ama
Learn more about your ad choices. Visit megaphone.fm/adchoices
532 에피소드
PIVOT Framework ("T"): Thinking Moats
The Investing for Beginners Podcast - Your Path to Financial Freedom
Manage episode 453132192 series 3422773
Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve into the PIVOT framework, discuss the competitive moats of companies like Costco and American Express, and highlight the importance of community in making informed investment decisions.
- 00:00:00 - Introduction to the Investing for Beginners podcast and today's topic.
- 00:00:52 - Overview of the PIVOT framework for better investing.
- 00:01:07 - Explanation of PIVOT: Portfolio, Idea, Valuation, Observed, Thinking.
- 00:01:42 - Discussion on Costco's competitive moat and business model.
- 00:02:26 - Introduction to scale economy shared with Azure example.
- 00:03:40 - Defining moats and their importance for investors.
- 00:06:08 - American Express's unique business model and customer loyalty.
- 00:25:08 - Google's economic toll booth model and growth strategies.
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 THIRTY PERCENT OFF your first year.
Sign up for a one-dollar-per-month trial period at shopify.com/beginners.
Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING
Get 10 FREE meals at HelloFresh.com/freeinvesting!
Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners.
Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Ama
Learn more about your ad choices. Visit megaphone.fm/adchoices
532 에피소드
모든 에피소드
×![Artwork](/static/images/128pixel.png)
1 Why is the SEC Letting Companies Get Away with This? 1:00:13
![Artwork](/static/images/128pixel.png)
1 Bird's Eye View of Uber Technologies (UBER): Companies Reaching Profitability 36:54
![Artwork](/static/images/128pixel.png)
1 Spotting Potential Red Flags with the Cash Conversion Cycle 34:35
![Artwork](/static/images/128pixel.png)
1 Finding Safe Compounding Dividends with TJ Terwilliger 1:01:01
![Artwork](/static/images/128pixel.png)
1 IFB381: What to Look For When You First Discover a Company To Invest In 33:30
![Artwork](/static/images/128pixel.png)
1 The Timeless Cornerstones of Investing in the Stock Market 45:26
![Artwork](/static/images/128pixel.png)
1 IFB379: Investment Diversification Strategy - The 4-Quarter Portfolio Approach 34:14
![Artwork](/static/images/128pixel.png)
1 IFB378: Expanding Your Circle of Competence - A Beginner's Guide 23:58
![Artwork](/static/images/128pixel.png)
1 IFB377: Restaurant Stocks: What 9 Years as an Owner/GM Taught Me About the Industry 46:38
![Artwork](/static/images/128pixel.png)
1 IFB376: Our Thoughts on SMCI, Position Sizing Based on Risk 44:16
![Artwork](/static/images/128pixel.png)
1 IFB375: Missed NVIDIA or Netflix? Why FOMO Isn’t Always Bad 34:48
![Artwork](/static/images/128pixel.png)
1 IFB374: Understanding Sum of Parts Valuation - Breaking Down Complex Companies 35:14
![Artwork](/static/images/128pixel.png)
1 IFB373: Stock Market Myths Debunked - It’s Not Just a Casino 34:14
![Artwork](/static/images/128pixel.png)
1 IFB372: How to Use Reverse DCF Models - Expert Tips for Stock Valuation 44:02
![Artwork](/static/images/128pixel.png)
1 Value Investing Secrets: From Berkshire to Micro-Caps with Daniel from All-In-One Investing 1:08:03
![Artwork](/static/images/128pixel.png)
1 IFB371: Warren Buffett's 4 Investment Filters - A Beginner's Guide 36:29
![Artwork](/static/images/128pixel.png)
1 How to Evolve as an Investor: Lessons from Jeff & Jason of Investing Unscripted 1:03:51
![Artwork](/static/images/128pixel.png)
1 IFB370: Free Cash Flow Metrics - Margin, Yield, and Conversion Explained 44:34
![Artwork](/static/images/128pixel.png)
1 Understanding Home Builders: Insights from Brett & Ryan of Chit Chat Stocks 53:58
![Artwork](/static/images/128pixel.png)
1 Growth vs. Quality Investing with Pieter Slegers and Kris Heyndrikx 1:10:18
![Artwork](/static/images/128pixel.png)
1 IFB368: The Role of Stock-Based Compensation in Company Valuation 39:45
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.