Shares for Beginners

Jessica Amir is a Market Strategist | Financial Educator | Presenter. You might have seen her featured on TV, Radio & Online. This Quick Tip is from an episode we recorded a bit over a year ago. There’s been a few changes. Jessica was working for Saxo Markets then, ETF Securities is now Global X, and apparently there’s been a change of government. However, the practical tips she describes are...

Welcome to today's episode, where we'll be discussing the difference between the fundamentals of a business and what the market expects in the future. Charles Meaden is the CEO and co-founder of gembot.ai . We discuss his early desire to be an angel investor to the development of a successful long-short investment strategy. Blog post available at: https://www.sharesforbeginners.com/blog/gembot Ton...

In this episode I’m joined by Chris Batchelor from Stockopedia to take a closer look at how they identified one of their highest ranking stocks McMillan Shakespeare (ASX:MMS) . "Our tool is a very quantitatively driven tool, which means that basically, we process lots and lots of numbers and we look for trends within those numbers to try and identify which are the companies with the most attractiv...

How small is the small end of the Australian share market? Who shows the love for this end of the market? That would be Luke Winchester , MD and CIO of Merewether Capital a specialist, small and micro-cap boutique funds management firm based in Newcastle, New South Wales. This episode was inspired by Luke's recent appearance on Ausbiz Luke's two resilient nano cap stocks with potential on ausbiz ....

Tim Ellis writes the Dad Investing Blog. I found Tim when I was browsing through a list of Australian investing blogs on Sharesight. In this Quick Tip, Tim and I talk about the importance of learning, building a robust network to share the journey, busting the myth that market performance depends on the effort and research you put in, and getting over the idea that you have to start with a large a...

How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments. We take a closer look at how companies - from well-capitalized tec...

Behavioural Finance is the application of psychology to financial decision making. By allowing psychological biases and emotions to affect investment decisions, investors can do serious harm to their wealth. Zaffar Subedar has over 15 years of experience in the financial services industry and academia. In this Quick Tip he talks about how to avoid self-sabotaging behaviour, the guru syndrome and t...

Aleks Nikolic AKA Broke Girl Wealth is a content creator and host of the Big Swinging Stocks podcast. I was kindly invited onto that show and this is our follow up conversation on Shares for Beginners. We focus on cost of living pressures and the lack of financial education that keeps people from realizing their full money potential. Blog post available at: https://www.sharesforbeginners.com/blog/...

Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia . In this Quik Tip we spoke about: How to get started investing Biggest mistakes investors make How to invest without worry Parts of Investopedia most useful to beginners An overview of how to best use  Investopedia Link to full episode: https://www.sharesforbeginners.com/blog/investopedia Phil's Linktree: https://l...

Raji Khabbaz is the founder of Learn Wall Street , a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Blog post available at: https://www.sharesforbeginners.com/blog/learnwallst Phil's Li...

Michael Kemp is the author of The Ulysses Contract. An excellent book about investing tying yourself to the mast so you don’t follow the siren song on to the rocks of financial failure. Look up your Greek mythology if you’re not sure what I’m talking about. In this Quick Tip we talk about: The dangers of lack of knowledge. Looking at companies as dividend-harvesting machines rather than capital ga...

What are the secret mind powers of successful investors? How does training your mind help you to protect and grow your wealth? Joining me today to share his thoughts and beliefs of the power of the meat between our ears is Evan Lucas . Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving...

I’ve partnered with Mark Tobin from Coffee Microcaps to produce an occasional series of interviews with CEOs from the small to mid-cap end of the ASX. It’s a way for listeners to hear about companies that are often overlooked. The podcast is called Talking Companies . This is a short excerpt from an interview with Chris Noone, CEO of Carly (ASX:CL8). You can listen to the full interview here:...

We all know and love the high-growth companies that have (hopefully) helped to contribute to our market returns, but how can you run the tape measure over them? What kind of numbers can help you to value companies that are growing fast but are not yet maximizing profit margins? According to Claude Walker, the magic number is 40. Claude Walker is the founder of A Rich Life where he writes the Ethic...

Yesterday I spoke with Raji Khabbaz who is an ex-hedge fund manager in New York city. He’s founded an education program for school students called Learn Wall St which you can find at learnwallstreet.org. I’ll be releasing the full episode soon, but I couldn’t resist putting this segment out as a Quick Tip. The whole interview is full of juicy tid-bits but in this excerpt we spoke about risk and vo...

What happens if the rug is pulled out from under you - financially, physically, spiritually? Your life can change in an instant. And how can you supercharge your financial independence with geo-arbitrage? Bali has plenty to offer beyond bintang t-shirts and parties. Amy Minkley is the founder of FI Freedom Retreats . Her life changed when she discovered the Financial Independence movement in 2019....

Martin Filz is the CEO of Pureprofile , a global data and insights organisation providing industry-leading online research solutions to agencies, marketers, researchers and brands and businesses. It was founded in 2000 and operates in North America, Europe and APAC, delivering solutions for over 750 clients. Blog post available at: https://www.sharesforbeginners.com/blog/pureprofile Phil's Linktre...

How can you mine for gold without using shovels? What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals. David Garofalo Globally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty 30+ years o...

The first episode of this podcast was released in February 2019, and my first guest was a financial advisor named Rob Gilmour. I couldn’t have asked for a finer first guest. He’s highly experienced in advice as well as having a background in markets in Australia and London. This Quick tip is taken from that first episode and it kind of shows where my head was at the time. I was still thinking of t...

Broadcasting live from his humble garage next to his trusty Toyota Corolla (and a clothes rack), Elio D'Amato from Stockopedia joined me to discuss share investing and the factors that identify quality companies. It's always great to catch up with Elio. His bluff good humour combined with his decades of experience always make for a great chat about companies and markets. We addressed the concerns...

I was interviewing Andrew Page of Strawman on the 24th April this year. It was on the day that Bluescope Steel announced a significant earnings upgrade. I used this opportunity to find out Andrew’s thoughts on what it meant, why he doesn’t invest in companies that are exposed to commodities, and more importantly, the immediate affect on the share price. Phil's Linktree: https://linktr.ee/phil_musc...

Should I be investing actively or passively? Will I make more if I have an "expert" managing my dosh? Is making the most money even the right goal? There are no one-size-fits-all answers. Your investment journey is unique, and finding the right approach may involve a mix of both index and active funds. In this episode I'm joined by Vince Scully, chief sherpa at Life Sherpa to talk about choosing t...

What are the common ratios you should learn before building a portfolio? I know I go on about metrics and rations, but they’re important to understand. It’s what expert investors use to run the tape measure over companies. Mathew Hodge is a director of equity research for Morningstar Australasia. In this Quick Tip he talks about return on invested capital. He explains how this ratio can show how m...

Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame. Understanding duration risk is a fundamental concept in finance, and the bank should have been aware of the problem. The Federal Reserve warned Silicon Valley Bankcorp last year, expressing their concern. Warnings ignored, the results catastrophic. Find o...

Welcome to today's Quick Tip with Evan McQuire, a full-service broker from MF&Co Asset Management. With years of experience in the industry, Evan understands the importance of not letting emotions cloud judgment when it comes to investing. In this Quick Tip, he shares his insights on the difference between full-service and online brokers, the importance of due diligence, and how to make inform...