We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new but…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Bradesco (BBDO) is one of Brazil’s largest and oldest banks. In this episode, Cameron Reilly walks through the bank’s wild origin, its scandals, its political turbulence, and the numbers that matter for value investors. Despite the drama, the numbers look strong. Bradesco has a massive loan book, solid financial health, and a standout price‑to‑operating‑cash‑flow ratio. Cameron breaks down why…
Heading to the home of tango with Telecom Argentine (TEO) The company recently merged the country’s north–south telecom networks, creating a near‑national monopoly. Cameron highlights the dramatic macro backdrop: inflation falling from over 200%, currency movements driving large accounting gains, and regulatory conditions requiring TEO to divest millions of customers. We also consider the…
In this episode, Cameron Riley uncovers the incredible true story of Carter Bank Shares (CARE) - a small community bank founded by Worth Carter that got dangerously entangled with Senator Jim Justice’s coal empire. From massive over-lending and lawsuits to a dramatic bailout by another billionaire, this wild Wall Street saga has left the bank sitting on a huge cash pile and surprisingly landing on…
Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street’s Blind Spots . Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today’s share price. Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora 📈 CHECK OUT THESE…
Discover how to spot undervalued stocks like Magna International (MGA) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. Magna International is one of the biggest automotive suppliers in the world. Most drivers never notice it. Magna sits behind the scenes, building the…
This episode continues the story we started with Neeraj Khemlani , author of The Coffee Can Investor . Neeraj told Matt Ankrum’s story. Now we hear it from Matt himself. He explains how he studies 100‑baggers, how he invests, and why he built a long‑term portfolio for his three daughters. Episode Blog Post: https://www.sharesforbeginners.com/blog/ankrum-coffee-can 📈 CHECK OUT THESE INVESTING…
Shares for Beginners and Tykr proudly present "Weekend Watchlist" . We dissect a company using Tykr 's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer . Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30 .…
Discover how to spot undervalued stocks like Deutsche Bank (DB) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. This week I spoke with Cameron Reilly from the QAV Investing Podcast for another episode of Weekend Watchlist. Deutsche Bank delivered its best results in…
In this episode, I’m joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor . It's the story of Matt Ankrum , a midwestern portfolio manager whose entire career has been shaped by deep research, emotional discipline, and a willingness to think in decades. Neeraj follows Matt’s journey to build a portfolio designed to be left…
In this episode I’m joined by Marc Lichtenfeld , Chief Income Strategist at The Oxford Club and bestselling author of Get Rich with Dividends . Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System , which combines starting yield and dividend growth to aim for double‑digit long‑term returns. We discuss: What boxing can teach us about…
