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Shares for Beginners

Shares for Beginners

Author: Philip Muscatello

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I interview industry experts so you'll learn what to do, what to ask and - ideally - how not to lose money.
I'm just like you I want to make money from the stock market but I find the terminology confusing. I want to be able to make informed decisions. Let's learn together on Shares for Beginners.

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 current situation.
28 Episodes
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Recorded remotely on Tuesday March 31 at 1pm with Julian McCormack, an investment specialist at Platinum. Julian is a contrarian investor who has been saying for over a year that we were reaching the end of a cycle of calm in share markets. As he says, we can't predict what the catalyst will be for a downturn but there will be one eventually. And here we are. Platinum is an Australia-based investment manager that focuses on one asset class - providing portfolios of listed companies from around the world. Platinum seeks out companies whose true worth and prospects are yet to be fully recognised by the market. https://www.platinum.com.au/ Episode blog at: https://www.sharesforbeginners.com/blog/platinum 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
Another corona edition. During this period I'm concentrating on current events and trying to keep you updated with a range of views from a number of angles. My guest today is Steve Bull from ETF Watch and TOMORROW Super. Here's a link to the blog post https://www.sharesforbeginners.com/blog/etf-watch We're talking about accessing super, buying opportunities, discounted LICs that may present opportunities and lessons learnt from the GFC. https://www.etfwatch.com.au/ https://www.tomorrowsuper.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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
Looking beyond the noise - with a special bonus bark of optimism from Bear the Studio Pooch. Market update recorded at 9am March 18, 2020. Should you be edging back into the market now? Maybe, maybe not. Picking the bottom is impossible and if you wait for the coast to be clear, markets will have already taken off. There are no easy answers. Rob Gilmour was my guest on the first ever episode of Shares for Beginners. He kindly dropped in to share his thoughts on the current market turmoil and some optimism about the future. Blog post here - https://www.sharesforbeginners.com/blog/stay-safe 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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. 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 situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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-cowling 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
David Kirk - Bailador

David Kirk - Bailador

2020-03-0333:522

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 the All Blacks to win the World Cup in 1987. Episode notes: https://www.sharesforbeginners.com/blog/david-kirk Bailador web-site: https://bailador.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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don'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 investing • How franking credits affect investment in Australian companies • Valuing small & micro-cap companies • The difference between 20th and 21st century companies • Developing a circle of competence before plunging headlong into markets • A paradise for introverts - working in funds management • How technologies that change the world don't necessarily make money for investors. • Patience during downturns Here's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomery 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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-birthday 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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-tate You 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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/kynaston 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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 are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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 workshops and courses with the best industry experts to breakdown and demystify a range of topics from investing, superannuation, debt, budgeting and buying the best shoes. Giddy-up! Find out more at: https://www.ladiesfinanceclub.com/ 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
Steve Bull - ETF Watch

Steve Bull - ETF Watch

2019-10-3032:021

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/survey ETF 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: 2 months free 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 situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don't.
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 Twitter at @strawmaninvest and @sage_simian. Blog post is at https://www.sharesforbeginners.com/blog/andrew-page-strawman 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 situation.
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 Mistakes The Dunning-Kreuger effect ETFs What the panellists kids invested Is Google the ultimate diversified investment? Doug's tech heavy family investments Ted watching his highly-paid team mates blowing big money When it's time to sell a stock that's gone bad The Pre-mortem Company reports read them unless you're an accountant and don't read them and much more. Sharesight are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! There's a 7 day free trial where you can experience the full power of the Sharesight portfolio management. And it's not just for Australia, I know some of you are listening in countries not lucky enough to be Australia but Sharesight supports 30 of the world's great exchanges. Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of 2 free months. Disclaimer: Shares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast does not replace professional advice regarding your personal financial needs, circumstances or current situation.
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.sharesforbeginners.com/survey 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 situation.
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-us Shares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast and website does not replace professional advice regarding your personal financial needs, circumstances or current situation
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-project Places are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones. The workshops will help you: • cut through finance and investing jargon • understand a financial plan • clarify options for managing your super • help you discuss your financial goals • check that your estate is in order • learn how to source and engage with a professional adviser • develop confidence to talk to the financial professionals and family
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/ 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 current situation.
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