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Hi! Welcome to eInvesting for Beginners

by Dave Ahern & Andrew Sather

Each Tuesday receive 6 links to interesting tidbits ranging from blog posts, Twitter threads to podcasts. Join 16k+ readers each week to try to go to bed smarter than you woke up.

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Featured Post

đź’°Nuggets: Beware the Winning Streak

Hey Reader,15 More Ideas from Seth Klarman’s Margin of Safety - Investment Talk Beware the Winning Streak - Safal Niveshak Summary of Thinking Fast and Slow by Daniel Kahneman - Daniel Thread Mastering the Art of Balance Sheet Analysis - Finding Compounders Adobe is More than AI - Best Anchor Stocks Cost of Capital and Capital Allocation: Investment in the Era of "Easy Money" - Michael Mauboussin Today's Bite Of Knowledge The Investing for Beginners Podcast @IFB_podcast Capital allocation is...

4 days ago • 1 min read

Hey Reader,20 Metrics Every Investor Needs To Know - Brian Feroldi Thread 15 Ideas from Seth Klarman’s Margin of Safety - Investment Talk My Personal Finance Plan - Safal Niveshak Where You Should Put Your Money (And When) - Of Dollars and Data Semiconductors: "To see a World in a Grain of Sand" - Mostly Borrowed Ideas Pricing Power through the Lens of Ferrari (RACE) - Quartr Today's Bite Of Knowledge The Investing for Beginners Podcast @IFB_podcast Want to find quality companies? Using ROIIC...

11 days ago • 1 min read

Value Spotlight 🎓 Letters to Investors: What Are The Odds Again? "Pure knowledge, in and of itself, is not a ticket to being a good investor. Imagination and curiosity are what’s hugely important." —Chuck Akre; Invest Like the Best podcast "Imagination is more important than knowledge" —Albert Einstein #PortfolioMgmt In part 1 of this series examining probabilities of the stock market, entitled What Are the Odds, we saw a few sobering statistics about individual stocks. Maybe the most...

18 days ago • 7 min read

Hey Reader,The Most Powerful Mental Model for Identifying Stocks - Safal Niveshak 🎂 Li Lu's 58th Birthday - 8 Lessons from the Chinese Warren Buffett - The All-In-One Investing Newsletter 8 Metrics Warren Buffett use to Identify Quality👑 - Invest in Quality 8 unforgettable failures (and the painful lesson that I learned) - Brian Feroldi Thread Valuation Matters - John Rotonti J.P. Morgan 2nd Quarter Guide to Markets Today's Bite Of Knowledge The Investing for Beginners Podcast @IFB_podcast...

18 days ago • 1 min read

Hey Reader,Should You Rent or Buy a House? - Of Dollars and Data Daniel Kahneman Book Recommendations - Daniel Thread Smart Words From Smart People - Morgan Housel A Deep Dive Into The Cloud & Application Security Ecosystem - The Software Analyst Newsletter Compilation of Reads, Volume 2 - From 0 to 1 in the Stock Market United States v. Apple - Stratechery Today's Bite Of Knowledge The Investing for Beginners Podcast @IFB_podcast One of the best ways to measure $MSFT's investment efficiency...

25 days ago • 1 min read

Hey Reader,Investing Cheat Code: Study Other Investors - Brian Feroldi Thread What We Can Learn From Peter Lynch - Daniel Thread What's Happening at Texas Instruments? - Value Spotlight 🏰10 Incredible Lessons from Quality Investing - Invest in Quality Li Lu's Essays, Interviews, and Speeches - Himalaya Capital Michael Mauboussin Writings 2020 - Present When you're ready, there are 2 ways we can help you:L ittle Package of Valuation: Learn how to value companies using various methods, from...

about 1 month ago • 1 min read

Hey Reader,Warren Buffett's 6-Point Checklist to Be a Great Investor - Daniel Thread Joel Greenblatt Course Syalbus for Value and Special Situations Investing - Finding Compounders All the Public Writings of Warren Buffett - Quality Compounding AGB 2024.2 - Ashtead Group (AHT.L) - Analyzing Good Businesses More People Buy, Number Go Up - Of Dollars and Data The Dumber Side of Smart People - Morgan Housel Today's Bite Of Knowledge The Investing for Beginners Podcast @IFB_podcast FCF 101 How to...

about 1 month ago • 1 min read

Value Spotlight đź’° News & Commentary: What's happening at Texas Instruments? Since Q1 and Q3 2022, Gross Margin and Revenues have been steadily declining at Texas Instruments. The stock has not done great since our March 2022 purchase. What has been causing these developments, and are they cause for worry? #TXN Recent performance in the semiconductor industry has been quite divergent. Anything related to data centers (NVIDIA especially) has seen an explosion in profits. Companies who produce...

about 1 month ago • 8 min read

Hey Reader,Charlie Munger's 8 Lessons for a Successful Life - Daniel Thread Thoughts on Ben Graham's "Unpopular Large Caps": A Still-Effective Strategy - Basehit Investing Cybersecurity Primer - Generative Value Moody's the 115 Year Old Growth Fintech Company - Fintech Brainfood Becoming Berkshire: 1965 - Hostile Takeover - Becoming Berkshire Buy & Hold vs. Fear & Greed - A Wealth of Common Sense Today's Bite of Knowledge The Investing for Beginners Podcast @IFB_podcast 15 Rates every...

about 2 months ago • 1 min read

Hey Reader,7 Learnings from the Joys of Compounding - Daniel Thread The Alamanck of Naval Ravikant (free pdf ebook) - Eric Jorgenson Berkshire Hathaway 2023 Shareholder Letter - Warren Buffett Unraveling Amazon's Earnings: What You Need to Know - Stockopine Investing Cheat Code: How to Track Investors Portfolios - Brian Feroldi Thread The Case For and Against Dividend ETFs - Of Dollars and Data Dave here, and visuals are my jam. I find that charts deliver insights much faster than text or...

about 2 months ago • 1 min read
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