Shares For Beginners

Is this your first global share market meltdown?I generally talk about markets in broad brush strokes. This is not a news podcast but I know there's a lot of anxiety around at the moment. Hence this episode. Blog post for this episode - https://www.sharesforbeginners.com/blog/situation-normal.Tony & I recorded this on Wednesday March 11 after the Australian market dropped ~20% over the last 2 weeks. As I write this at 8:30am on Thursday March 12, Wall St has fallen another 6% overnight. Things are getting ugly. But as Tony points out this is situation normal.The problems are caused by the corona virus and the price of crude oil. Rob Gilmour, who you may remember from the first episode of this podcast, dropped around and gave a brief overview about what's happening with oil and why it matters. It's right at the end of the episode after Tony.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

This bonus episode is a shameless plug for the Australian Shareholders' Association. I’ve mentioned them many times on this podcast and the great work that they do. I’m a member and I strongly suggest, highly recommend and implore you to join. It’s $130 a year for online only membership, which is a bargain, and as you’ll hear from John it works for the interests of individual shareholders like you and me. There's more here at the episode blog post - https://www.sharesforbeginners.com/blog/john-cowlingSharesight 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.Shares 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 Shares for Beginners. This podcast doesn

When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses. I am pleased to welcome our guest David Kirk, co-founder & partner.David is the former Chief Executive of ASX-listed Fairfax Media Ltd., where he led the successful investment into a number of internet businesses including Fairfax’s acquisition of Trade Me and Stayz. He has been a growth stage investor in technology-based businesses since 1999. He's Chairman of ASX-listed Trade Me Group Limited and Kathmandu Holdings Limited, Chairman of Forsyth Barr Limited, a privately-owned New Zealand investment firm, and a Director of each of DocsCorp, SMI, Viostream and Rezdy.Prior to entering the corporate world, David enjoyed a highly successful rugby career, captaining t

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss:Value, growth and momentum investingHow franking credits affect investment in Australian companiesValuing small & micro-cap companiesThe difference between 20th and 21st century companiesDeveloping a circle of competence before plunging headlong into marketsA paradise for introverts - working in funds managementHow technologies that change the world don't necessarily make money for investors.Patience during downturnsHere's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomerySharesight 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.Shares for Beginners is for information and educational purposes

Today is the first birthday of this podcast. I want to thank you the listeners for your kind words and comments. I hope that I’m doing something to help you learn about how and where your money is invested.I also wanted to talk to you about time - the most important investing tool that you have on your side.The blog post for this episode is here - https://www.sharesforbeginners.com/blog/first-birthdaySharesight 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.Shares 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 Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situa

Today I’m chatting with Chris Tate from the Trading Game. Chris has seen all types of markets and traded practically every instrument available, and if you don’t know what an instrument is in financial terms, you’ll find out in this episode. Many of my guests use fundamental analysis to value companies and come up with their investment strategy. But we can’t ignore the other approach which is known as technical analysis.This episode is about those charts and how they show price action.Blog post for this episode is available at https://www.sharesforbeginners.com/blog/chris-tateYou can contact Chris via The Trading Game website https://www.tradinggame.com.au/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.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy

Tony Kynaston is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a simple checklist methodology (by studying people like Warren Buffett) that allowed him to retire from his corporate career at age 43 and become a professional investor. And he’s done pretty well since then. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. QAV stands for QUALITY AT VALUE. Tony's approach is to use a checklist to find companies that are performing well (quality) but which can also be bought at a discount (value). It's basically what is usually called "value investing".More info at https://www.sharesforbeginners.com/blog/kynastonSharesight 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.Shares for Beginners is for i

Here's a link to the blog post for this episode - Match your risk to your experience.Claude is an Australian small company investor who looks for the best opportunities at the small end of the ASX. He is the founder of Ethical Equities and he looks for profitable, ethical businesses suitable to invest in.Claude is trained in law and is interested in renewable energy and environmental action. He found that he could achieve more through investing. He started Ethical Equities in 2013 where he writes about companies that he likes and some of his mistakes and successes.This episode is not just about ethical investing. Claude has plenty of good advice for sharemarket beginners. I especially enjoyed his pizza analogy for describing market capitalisation.Find out more at:https://ethicalequities.com.au/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

Michael Dee is the founder of Pythagoras Investing, a subscription service in the business of predicting share price behaviour using mathematics.Find out more information here - https://www.pythagorasinvesting.com/Michael discusses the biases that affect investors. They're difficult to avoid, but being aware of them can make for better investing.This episode is for Deryl from Wollongong who asked for some more info about psychology in share investment. Thanks for the question and your kind words about the podcast. More notes about this podcast can be found at the blog post here.Michael has generously tailored an offering for listeners to this podcast that can be accessed here. This is not an affiliate program and I'm not making any commission from referring listeners to Michael's web-site. It's up to you to decide whether Pythagoras Investing is for you. This is not a recommendation from me and as always do your own due diligence.Sharesight is the best portfolio tracking tool in the known universe - and they

Here's a link to the blog post for this episode - Girls Just Want To Have Funds. The Ladies Finance Club is on a mission is to change the way women think about and behave with money. They want women to feel confident & fearless about talking money, budgets, retirement & investing. And guys, all this applies to men as well. You're welcome at the club, as you'll hear in this episode.Unfortunately Molly couldn't make the interview but Betsy Westcott joined us to tell us all about The Ladies.Growing up on a sheep and cattle station in Queensland meant Betsy learned from an early age that good budgeting and financial skills are essential for staying on top of whatever life throws your way. She is passionate about helping women build good financial skills to create security, happiness and success for themselves and their loved ones.Molly & Betsy are creating a future where women are in control of their finances so they can be empowered to make any choice they want.They run events, online and live worksh

Steve Bull is the founder & Managing Director of ETF Watch.ETF Watch is non-aligned and Steve is the ideal guest for digging deep into the ETF industry without fear or favour. Here's a link to the blog post.This episode was inspired by listener Sarah who asked the questions that we used to approach this subject. You can ask your questions and participate in future episodes by filling out the listener survey at https://www.sharesforbeginners.com/surveyETF Watch is an information source for ETF & LIC Investors. It has a searchable fund database, a blog and a news feed. There are a rapidly growing group of investors and Financial Advisers who are using ETF Watch as their primary ETF & LIC Information source. Steve is also Head of Client Experience at brand new super fund TOMORROW Super.http://www.etfwatch.com.au/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! Cl

Andrew is Dictator-for-Life at the Strawman Investment Club. This is a great little community where like-minded investors share research and investing ideas. Strawman is a social network and collaborative platform for private investors. It crowdsources research and recommendations on ASX listed companies, drawing on a broad network of experienced contributors. Content is organised and ranked according to member endorsement and performance, delivering dynamic, peer-reviewed and actionable share market recommendations.Andrew discusses company research, why he's not a fan of technical analysis and his checklist for investors. There's a lot more.I received a listener question from Greg W who asked: "A lot of people say do your own research. The problem is knowing where to start with said research. What kind of information should I be looking for and where do I find it?"Andrew gives us some great info on how to start your research journey.Find the Strawman site at https://strawman.com. You can follow Andrew on Twi

It was my great pleasure to be invited by the wonderful people at Sharesight (the fabulous on-line portfolio tracking tool) and Finimize to moderate a panel discussion with Doug Morris the CEO of Sharesight, Claude Walker from Ethical Equities, Ted Richards from Six Park and Kylie Parker from Lotus Accountants about common investing mistakes and how to avoid them.We talk about:Memorable MistakesThe Dunning-Kreuger effectETFsWhat the panellists kids investedIs Google the ultimate diversified investment?Doug's tech heavy family investmentsTed watching his highly-paid team mates blowing big moneyWhen it's time to sell a stock that's gone badThe Pre-mortemCompany reports read them unless you're an accountant and don't read them and much more.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.Disclaimer: Shares for Beginners is f

Kyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis."THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS THE PRICE YOU PAY FOR THAT COMPANY".When you buy a property you do a lot of research into what you think it's worth. The price you pay determines all of the numbers into the future representing your capital gain and your income. It's the same when you buy a share. The price you pay determines everything about that investment.I really enjoyed chatting with Kyle and his very honest and open views on what makes a great stock pick for the long term.Firetrail Investments: https://firetrail.com/AND: please fill out the listener survey at https://www.sh

Fiona Balzer is the Policy & Advocacy Manager of the Australian Shareholders’ Association. The ASA is an independent, not-for-profit association for individual investors.Buying a share means that you are buying a part of the company. This also gives you the right to go to the Annual General Meeting to ask questions of management, vote on resolutions and generally make a noise if you are not happy with the company’s performance.At the ASA I’ve met some great people with a wealth of knowledge. The members are deeply engaged. They take the time to explore every nook and cranny of a company’s operation. They have meetings, discussion groups, seminars and workshops where you can meet and learn. They also take a leading role in holding companies to account.Here's a link to their about page https://www.australianshareholders.com.au/about-usSharesight 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

This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-projectPlaces are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. M

Diversification is the key to successful investing. That means considering not only the Australian share market but also the rest of the world. Kanish Chugh joins me to unravel ETFs, international markets and the exciting opportunities available in robotics, artificial intelligence and emerging markets.Kanish is the Co-Head of Sales at ETF Securities. He has more than nine years’ experience in the investment management industry. He previously undertook distribution roles at Blackrock and Fidelity Worldwide Investments and was a foundation member of ANZ ETFS, the joint venture between ETF Securities and ANZ. Before entering the investment management industry Kanish worked in the financial media industry at both the Australian Financial Review and Insto publications.For more information go to https://www.etfsecurities.com.au/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!

Julian McCormack is from Platinum Asset Management. As a young guy on the road he developed what he called "The Value Investing Contrarian Thing". Julian spoke about this and Platinum’s approach to investment management. They identify and invest in companies they believe to be undervalued. His case study is the German car company BMW. I want you to pay attention to some of the concepts he talks about. There’s Price Earnings Ratio which is one of the basic ways of valuing a company and also book value. This is not a recommendation to run out and buy shares in BMW. This is purely an exercise in valuing a company for you to learn from. There's also a great listener question from McKenzie Battye-Smith.Platinum's website is https://www.platinum.com.au/ Julian's video presentation is available at https://youtu.be/4e6dIWl7sEo?t=1934Sharesight 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

Ted Richards famous defender for the Sydney Swans, behavioural economist and now Business Development Manager at Six Park, helps first-time investors tackle the biases that may be affecting their investment decisions. Ted introduces us to the low-fee world of robo advice and explains the difference between Bonds undies and Corporate Bonds. Join me in this roving interview as Ted joins the Shares for Beginners team.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.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or

We are so happy to welcome the wonderful and inspirational Louise Bedford to the podcast. She is a behavioural finance expert who knows her way around a chart, especially candlesticks. We discuss fundamental and technical analysis, charts, support and resistance and lots of practical advice about investing in shares. This is a very visual episode so check out the website for more pictures and explanations to learn about charts, candlesticks and how they reflect human behaviour.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.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advic