Latest Guy spier Podcast Episodes
The Yearly Portfolio Mental Model
Becoming Investors - October 06, 2020 04:00 - 42 minutesCarlos shares the concept of "yearly portfolios," a mental model that he developed to help him overcome psychological blocks with with investing
How bright is Intel's future?
Becoming Investors - September 22, 2020 04:00 - 40 minutesPart two of our discussion on Intel (INTC). Intel is positioning itself to become a major player in emerging technologies such as self-driving cars, 5G, and IoT (Internet of Things). We discuss how likely we think their goals are to pan out, and how this affects the company's future. Then we div...
Intel- 50 years at the cutting edge
Becoming Investors - September 15, 2020 04:00 - 30 minutesIntel (INTC) has been a leading technology company for over 50 years. Aaron joins us to discuss Intel's impressive past, Moore's Law, and what the news about 7nm delays that caused the price to tank really means.
Floor & Decor: A huge growth opportunity
Becoming Investors - September 08, 2020 04:00 - 43 minutesFloor & Decor Holdings (FND) is a flooring company that has been growing at phenomenal rates. They have a goal to increase their number of stores by 20% per year, and they are on track to meet that goal even in the midst of the pandemic. We see a lot of tailwinds for the flooring industry as a w...
Warren Buffett on Cash Flow Statements: DIS and TSLA
Becoming Investors - August 25, 2020 04:00 - 37 minutesPart 3 of our series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. The cash flow statement shows the cash that flows in and out of a business due to operating expenses, capital expenditure, and financing expenses such as stock buybacks. We break dow...
Warren Buffet on Income Statements
Becoming Investors - August 18, 2020 04:00 - 44 minutesPart 2 of our series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. We discuss Buffett's benchmarks for profit margin and income growth, as well as specific types of expenses that he stays away from. This is crucial when we are attempting to understa...
Warren Buffet on Balance Sheets
Becoming Investors - August 11, 2020 04:00 - 52 minutesPart 1 of a series on the book "Warren Buffett and The Interpretation of Financial Statements" by Mary Buffett. This book is a treasure trove of tips on how to research a business. We discuss what Buffett looks for on a balance sheet to determine if a company has a durable competitive advantage ...
Asset Allocation with Aaron
Becoming Investors - August 04, 2020 04:00 - 53 minutesAaron joins us again to discuss the all important topic of asset allocation! Our time horizon should determine how we allocate our assets. We discuss how to balance different types of investments, and how this balance will change over time. Some types of investments discussed include bonds, stoc...
The Staffing Industry
Becoming Investors - July 28, 2020 11:00 - 46 minutesThe staffing industry is one that is definitely affected by market downturns. Are there any companies in this sector that we want to invest in? We discuss BG Staffing (BGSF), Robert Half International (RHI), Mastech Digital (MHH), and ManpowerGroup (MAN).
Index Funds 101
Becoming Investors - July 21, 2020 04:00 - 49 minutesAaron guest stars to discuss the fundamentals of indexing, a different style of investing than what has been discussed on the podcast so far. Indexing, also known as passive investing, is easy to do, has very low expenses, and uses the idea of diversification to reduce risk. We discuss how index...
Analyzing Abiomed (ABMD)
Becoming Investors - July 14, 2020 04:00 - 50 minutesAbiomed, a company that manufactures heart implant devices, was the first value investing pick for both Carlos and Ashley. They discuss the financial situation and growth potential of the company and the event that put the stock on sale. They also run some numbers to value the company using 10-C...
Ashley Broke Her Own Rules with Disney
Becoming Investors - July 07, 2020 04:00 - 58 minutesI broke the rules with Disney. When Coronavirus struck and the stock market started going bonkers, I was first drawn to the obvious candidates for undervalued companies- airlines and cruise lines. After I got that out of my system, I started looking around for solid businesses that were hit hard...
Carlos's Investment Regrets during Covid-19
Becoming Investors - July 07, 2020 04:00 - 38 minutesNear the beginning of the Covid-19 pandemic, Carlos bought into several companies without following his normal research steps because he was excited about how far prices had fallen from their 52-week highs. He came to regret many of these and exited, in some cases taking a loss. Companies discus...
Margin of Safety
Becoming Investors - June 30, 2020 04:00 - 31 minutesInvesting can be risky, but there are techniques that can be used to reduce our risk. Value investing is a strategy where investors buy great companies when the market is selling them for less than what they are worth. The idea behind a margin of safety is that investors only buy into a company ...
What Makes Management Good?
Becoming Investors - June 23, 2020 04:00 - 43 minutesHow important is management to the success of a business? The CEO of Coca-Cola made a huge blunder by introducing "new coke," effectively breaching their own moat. Kodak's management failed to adapt to the new technology of digital cameras which resulted in an industry leader falling into irrele...
Our Investing Fundamentals
Becoming Investors - June 16, 2020 17:00 - 56 minutesCarlos and Ashley are heavily influenced by the writings of Phil and Danielle Town. In this episode, they outline the principles from their books and podcast that form the foundation of their value investing strategy, focusing particularly on how to determine a company's meaning and moat.
Initial Portfolio Overview
Becoming Investors - June 09, 2020 22:00 - 57 minutesCarlos' Positions Ashley's Positions
Becoming Investors Introduction
Becoming Investors - June 09, 2020 22:00 - 15 minutesMeet Carlos and Ashley, two friends on a journey to become investors. They outline future content of the podcast including discussions on investing concepts and sharing updates on their research and portfolios.
Are you Ready to Become an Investor?
Becoming Investors - June 09, 2020 22:00 - 27 minutesAre you ready to become an investor? Every individual has their own financial “culture” that is influenced by their family, friends, and personal circumstances. Money habits can change, and often do when you start paying attention to your spending and saving habits and create specific long term...
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