
WEEKEND WATCHLIST - Markel, Boring but Beautiful
I'm pleased to present this episode with Steve Symington from 7investing. There's lots of great stuff for beginners to learn in valuing a business. We're talking about Markel Corporation NYSE:MKL. Steve describes it as a “mini-Berkshire” company. It follows a three-tiered approach to consistently building shareholder value over long periods of time. There's the insurance tier, what they call their “growth engine,” both through specialty insurance and reinsurance. The second tier is its investment portfolio, Tom Gayner, who’s their co-CEO, serves as their chief investment officer. They invest in both fixed income avenues and equity securities. The third is Markel Ventures. This is a group of mostly non-insurance, non-investing businesses that they’ve acquired and that operate under Markel Ventures as fully owned subsidiaries.Here's a 7investing deep dive with Steve Symington and Simon Erickson: https://7investing.com/articles/markel-deep-dive-august-2020/Disclosure: 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 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.
12 Feb 202220min

Anthony Trzeciak - Dialect
Tony Trzeciak is a combat paralyzed veteran who served in The Marines from 2008 through 2012. He continues to use the leadership skills gained from the Marine’s as an advocate for active members and in the veteran support community. He has spent several years trading and studying the markets, Like most retail traders he has faced many highs and many lows. He wanted a way to make informed and actionable decisions, quickly and easily. Dialect’s mission is to make data navigation accessible and possible for investors who have historically been overlooked and underserved. And to bridge the gap between humans and artificial intelligence.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/au/sharesforbeginnersDisclosure: 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 Feb 202229min

WEEKEND WATCHLIST - Fiverr
I'm joined by Luke Hallard from 7investing to talk about the work from anywhere megatrend and, in particularly, Fiverr International NYSE:FVRR. Fiverr International Ltd. operates an online marketplace worldwide. Its platform enables sellers to sell their services and buyers to buy them. The company’s platform includes approximately 500 categories in eight verticals, including graphic and design, digital marketing, writing and translation, video and animation, music and audio, programming and technology, business, and lifestyle.Luke has joined 7investing and here's a link to his introduction and first story. He's excited!https://7investing.com/articles/why-im-excited-about-the-future/Disclosure: 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 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.
4 Feb 202220min

Doug Morris - Tracking to Win
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:The history of Sharesight and how it worksOld School open-cry markets trading commodities in ChicagoHis previous career at Morningstar and an insight into analysisBenchmarking your portfolio against a broader market indexThe tax treatment of ETFS and those gnarly statementsReducing costsAnnualised performance and how this can help your investingHere's a link to the blog post: https://www.stocksforbeginners.net/blog/dougmorrisPortfolio 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/au/sharesforbeginnersDisclosure: 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 Jan 202233min

WEEKEND WATCHLIST - Cybersecurity
I'm joined by Anirban Mahanti from 7investing to talk about cybersecurity and in particular Zscaler, Inc (Nasdaq GS:ZS). The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations. We also chat about dilution and what it means for stock holders.Disclosure: 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 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 Jan 202214min

Mariusz Skonieczny - Microcap Explosions
"All companies, big and small, have something in common - when they were born, they were small. Amazon, Apple, Microsoft, Harley Davidson, and even Nike all started in a garage." MARIUSZ SKONIECZNY is the founder of MicroCap Explosions and the author of 11 books on the subject of investing. From 2003 to 2008, he was in the residential and commercial real estate industry as an appraiser and broker. During the 2008/2009 financial crisis, he left the industry to focus exclusively on stock market investing.Here's a link to the blog post: https://www.stocksforbeginners.net/blog/microcapexplosionsHere's link to Microcap Explosions: https://microcapexplosions.com/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/au/sharesforbeginnersDisclosure: 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.
24 Jan 202229min

WEEKEND WATCHLIST - Synthetic Biology
Synthetic biology isn’t an industry. It’s a way of thinking. It’s about applying engineering principles to biology to create living products and services with predictable functions. I was joined by Maxx Chatsko from 7investing to chat about how he believes synthetic biology will fundamentally reshape the economy. We focussed on on particular company Twist Bioscience (NASDAQ: TWST)Disclosure: 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 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 Jan 202217min

Lawrence Carrel - Crystal-balling 2022
Cannabis, astrology, mergers and acquisitions, and what does an Investment Bank actually do? Always good to catch up with Lawrence to gaze into the crystal ball and look forward to 2022. Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/lawrencecarrel 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/au/sharesforbeginnersDisclosure: 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 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.
18 Jan 202226min