Player FM 앱으로 오프라인으로 전환하세요!
Back to Basics: Opportunity Costs in Investing
Manage episode 425829208 series 3422773
Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn why assessing opportunity costs can enhance long-term returns and make smarter investment decisions. Tune in for valuable insights!
00:00 Investing has risk and opportunity cost considerations.
03:11 Investment decisions require careful consideration and analysis.
08:43 Monitoring business changes: qualitative and fact-based.
10:31 Rising costs impact profitability and competitive advantage.
14:27 Monitoring KPIs for business growth and stability.
20:00 Record reasons for buying, avoid impulsive trading.
24:38 Evaluate portfolio turnover to manage investment decisions.
26:06 Modeling mentor behavior. Focusing on key portfolio positions.
32:01 Investor focuses on sound decisions, not hype.
33:04 Consider opportunity costs when pursuing your goals.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
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!
Start your free online visit today at Hims.com/INVESTING
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
466 에피소드
Back to Basics: Opportunity Costs in Investing
The Investing for Beginners Podcast - Your Path to Financial Freedom
Manage episode 425829208 series 3422773
Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle Warren, emphasizing conviction in portfolio management, while Andrew highlights portfolio decisions and position sizing. They stress aligning investments with personal goals, tracking KPIs, and using company filings for crucial updates. Learn why assessing opportunity costs can enhance long-term returns and make smarter investment decisions. Tune in for valuable insights!
00:00 Investing has risk and opportunity cost considerations.
03:11 Investment decisions require careful consideration and analysis.
08:43 Monitoring business changes: qualitative and fact-based.
10:31 Rising costs impact profitability and competitive advantage.
14:27 Monitoring KPIs for business growth and stability.
20:00 Record reasons for buying, avoid impulsive trading.
24:38 Evaluate portfolio turnover to manage investment decisions.
26:06 Modeling mentor behavior. Focusing on key portfolio positions.
32:01 Investor focuses on sound decisions, not hype.
33:04 Consider opportunity costs when pursuing your goals.
Find great investments at Value Spotlight
Have questions? Send them to newsletter@einvestingforbeginners.com
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!
Start your free online visit today at Hims.com/INVESTING
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
466 에피소드
모든 에피소드
×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.