Stocks for Beginners

Sir Ronald Cohen, Author of IMPACT: Reshaping capitalism to drive real change & Chair of the Global Steering Group for Impact Investment. Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real social and environmental change. With an impressive background in management consulting, venture capitalism, and social investments, Sir Ronald has a compelling perspective on how to reshape capitalism. We spoke about his Harvard Business School research into impact weighted accounts. This research measured the environmental impacts from the operations of 3,000 companies and found 450 of them create more damage than profit, 1,000 create damage equivalent to 25% of their profit, and 2/3 create damage less than 25% of their profit. Sir Ronald believes changing the world and making a profit go hand in hand. He says investors should put money into the hands of those who do good and do well at the same time. More info at the blog post: https://www.stocksforbeginners.net/blog/srcPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

7 Jun 202231min

Warren Buffett's Berkshire Hathaway holds its shareholders' meeting in Omaha each year. It's known as the Woodstock for value investors. A recent guest on this podcast, Phil Weiss of Apprise Wealth, mentioned that he was attending and I asked if he would return and report to listeners. The Berkshire Annual Meeting is unique as most companies only talk to "The Street" or analysts, but Warren & Charlie and other principals take questions from ordinary shareholders. Berkshire releases earnings on Saturday morning typically when the market's not open. The results can be digested and no-one gets any information earlier. It's a special occasion in terms of communicating with the company, hearing about the company's performance, and answering questions which are not just about the company but about life in general. We mentioned a link to a blog post from Phil: https://apprisewealth.com/news/apprises-five-favorite-reads-for-the-week-of-may-1-2022/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

2 Jun 202225min

What do Star Wars, Noah, Teenage Mutant Ninja Turtles, and tattoos have to do with investing? Everything. Master storyteller Jonny Tomahawk uses the experiences of everyday life to point to valuable lessons about how we all mismanage our wealth. Jonny Tomahawk is the nom-de-plume of Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia). Dalton Investments LLC is a value-focused investment management firm with expertise in Asia, Emerging Markets and global equities. Jonny Tomahawk is also his handle should you come across him on Apex Legends. Find out more at the blog post: https://www.stocksforbeginners.net/blog/daltonPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

31 Mai 202235min

It's often said to be extremely important to have a diversified portfolio, however this can also have some risks. In this Quick Tip call Karl Kaufman from American dream investing tells us about the dangers of diversification for individual investor. "You don't have a team of researchers with you so if you're going to pick stocks you really only have the focus and attention that you could really give to a handful of stocks".Karl Kaufman is from American Dream Investing, a family owned financial membership service and news publication that shares independent and unconventional thoughts on building wealth through the stock market. Here's a link to the full episode: https://www.stocksforbeginners.net/blog/kaufmanSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

29 Mai 20226min

Who is responsible for creating your life? What can freedom really look like? My guest today believes that everyone has the responsibility and the opportunity to design their own lives, and that money is a tool to build our dreams. Brooke Tomasetti is a personal finance coach and educator at Money Life Mentor. She’s Director of Financial Education and Community at Carbon Collective, the first climate-focused online investment advisor.Here's a link to the episode blog post and transcript: https://www.stocksforbeginners.net/blog/tomasettiSocial Media Links - Money Life Mentor & Personal: Website: https://www.moneylifementor.com/InstagramLinkedIn Social Media Links - Carbon Collective: Website: https://www.carboncollective.co/InstagramLinkedInFacebook TwitterTikTokPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

23 Mai 202228min

In this Quick Tip Codie Sanchez from Contrarian thinking offers advice on lowering costs, making more money and using the difference to start investing. And these days you can start real small. Here's a link to the full episode if you want to hear more from Codie: https://shows.acast.com/stocks-for-beginners/episodes/codiesanchez-commerce-capitalism-contrarianinvesting-cannabisCodie Sanchez is a reformed journalist, turned institutional investor to cannabis investor and adviser, to now Founder at Contrarian Thinking and Cofounder of Unconventional Acquisitions. She thrives on helping people think critically, and cashflow unconventionally while allocating to what we call “sweaty & boring” small businesses.Throughout her career, she has worked at the intersection of marketing and money, finding contrarian ways to invest. She’s always balanced her profession with non-profit service to empower women, veterans, and Latinos.She joined Vanguard ETFs in 2008 ($870B) to build out their ETF business, quite the time, then moved to Goldman Sachs Alternatives group. Following this, she became an SVP at SSGA ($580B) in institutional investing tasked with a $3 billion region, finally coming to First Trust ($63B) to build the LatAm investment business from the ground up. Codie has led global teams in all asset classes, negotiating JV's, product creation and market entry across the Americas. Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

21 Mai 20225min

My guest today has seen grown, mature, successful individuals open their first brokerage account and turn into 16 year olds who just got their driver's licence, their parents got them a brand new Lamborghini, and there's a bottle of whiskey in the passenger seat. The Stock Market will do that to some people. Roger is the Founder and CEO of Market Forecasting Academy, a training and mentorship program for market participants looking for low risk, consistent, market-beating performance. Throughout the years, he's noticed that traders/investors often place too much emphasis on the technology aspect when, in fact, all it does is facilitate the gathering and calculating of necessary data which saves a person time.Here's the link Roger mentioned: https://www.marketforecastingacademy.com/request-training/Here's a link to the episode blog post and transcript: https://www.stocksforbeginners.net/blog/khouryPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

17 Mai 202237min

From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets. You can often find him lurking on Twitter. Here's a link to the blog post: https://www.stocksforbeginners.net/blog/symington and you can find more information on Steve here at 7investing: https://7investing.com/advisor/steve-symington/This is a link to a previous episode with a deeper dive into Markel Corporation: https://shows.acast.com/stocks-for-beginners/episodes/weekend-watchlist-markel-boring-but-beautifulPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

9 Mai 202232min