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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
526 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
526 에피소드
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