208. The 15 Investing Terms You Need to Know

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if your portfolio is properly allocated, want to understand where you sit in the capital stack during a bankruptcy, or just need to know what Charlie Munger really thought about adjusted EBITDA, this episode serves as the perfect reference guide for new and experienced investors alike. 03:24 GAAP vs Non GAAP Basics 05:26 Adjusted Metrics and Context 09:14 Dividends Distributions and Taxes 14:02 SEC Filings Overview 17:06 10-K 10-Q and Using AI 21:29 Proxy Statements and Incentives 22:48 S-1 IPO Filings Explained 25:29 Asset Allocation and Position Sizing 28:31 Bull Bear and Market Corrections 32:08 Board of Directors Role 33:27 Board Fiduciary Duties 35:03 Capital Basics Explained 37:33 Debt vs Equity Stack 41:33 Bond Market Signals 42:15 Dollar Cost Averaging 44:05 Earnings and EPS 48:31 FFO for REITs 51:08 Market Cap vs EV 54:18 Cash Flow vs Free Cash 57:25 Funds Indexes and ETFs 59:37 Sectors vs Industries 01:00:44 Valuation Metrics Overview Companies mentioned: AAPL, BN, BRK.B, COST, MA, SAVE, TSLA, TXN, V Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices