The Investor and The Amateur: Recent Episodes
The Investor and The Amateur
Podcast hosts, Tracy and Steve, discuss stocks and options and share their journey investing $50k together.
Tracy (technically, Dr. Tracy) is a clinical psychologist and is new to the investing world. Steve is Tracy's older brother and is a long-time stock and options investor. Tracy is looking to learn more about how to put her money to work in the stock market and Steve is eager to show her the ropes, Miyagi-style. Support this podcast: https://anchor.fm/theinvestor/support
In this episode Tracy and Steve discuss Facebook's valuation, Bitcoin, Selling Put Options on Express (EXPR), and collecting Dividends from AT&T (T).
Timestamps:
0:00 - Introduction
0:38 - Stock Market Watch
3:20 - Why the stock market dropped 8%
6:20 - Facebook (FB) Stock Valuation
15:14 - Bitcoin
24:08 - Express Inc (EXPR) and Selling Put Options
36:40 - Collecting Dividends From AT&T (T)
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In this episode, Tracy and Steve discuss their AT&T stock pick and why Steve approached investing in this company using call options. Steve teaches Tracy about options and how they can be a very strategic investment move. Steve uses the Four M's of Investing (Meaning, Moat, Management, and Margin of Safety) in relation to AT&T to illustrate how to evaluate and make smarter investments. For a detailed breakdown of the topics covered in this episode, please see the Table of Contents below.
Table of Contents:
00:00 - Introduction
00:20 - Disclaimers and housekeeping
01:52 - Stock market update
02:38 - Steve's use of optimistic language; Floors and Ceilings
04:12 - AT&T position breakdown
05:05 - A bit about call options
12:13 - AT&T call option explanation
25:03 - Why we picked AT&T
26:40 - Where to find more information about public companies
30:16 - Applying the Four M's of Investing to our AT&T pick
34:02 - Tracy's portfolio update
P.S. We reference and use Finbox.com in some of our episodes. Finbox is the best paid website for financial information and modeling, in our humble opinion. We use Finbox to help us value companies. If you like what you see and want to try Finbox, please use our referral link: https://finbox.com/?r=dlf7w8e. You can subscribe to Finbox for as low as $19 per month.
Send in a voice message: https://anchor.fm/theinvestor/message Support this podcast: https://anchor.fm/theinvestor/support
In this episode, Tracy and Steve discuss how they plan to invest Tracy's $50k account. They also make their first stock purchase in that account. For a detailed breakdown of the topics covered in this episode, please see the Table of Contents below.
Table of Contents:
00:00 - Introduction 01:31 - What brokerage we are using
01:55 - Steve's early interest in investing
05:25 - Why we're doing this podcast
09:58 - How to set up a brokerage account
12:53 - The investing plan for Tracy's $50k
14:01 - First $25k (keep 50% of account in cash)
24:41 - Second $25k (this is the portion we will be investing)
24:58 - Use $10k for "Insurance Company" Strategy 28:00 - Use $10k for "Rental Company" Strategy 29:52 - Use $5k to purchase stocks (or plain vanilla call options)
31:25 - The Four Ms of Investing 39:17 - The First M of Investing: Meaning (real-time demonstration with Tracy)
44:11 - Quick story about our brother and his trip to attend the NBA Draft (won from NBA Top Shot) 46:10 - Should you wear the same thing everyday or jazz it up?
49:16 - Back to the First M of Investing Exercise
1:00:44 - Tracy's first investment with her $50k account
P.S. We reference and use Finbox.com in this podcast. Finbox is the best paid website for financial information and modeling, in Steve's opinion. Steve uses Finbox almost daily to help him value companies. If you like what you see and want to try Finbox, please use our referral link: https://finbox.com/?r=dlf7w8e. You can subscribe to Finbox for as low as $19 per month.
Send in a voice message: https://anchor.fm/theinvestor/message Support this podcast: https://anchor.fm/theinvestor/support
Hi! Welcome to our new podcast: The Investor and The Amateur. In this episode, we, your podcast hosts Tracy and Steve, introduce ourselves and the $50k Challenge!
Tracy (technically, Dr. Tracy) is a clinical psychologist and is brand spanking new to the investing world. Steve is Tracy's older brother and is a long-time stock and options investor. Tracy is looking to learn more about how to put her money to work and Steve is eager to show her the ropes.
What's the $50k Challenge? In short, it's a hands-on learning opportunity. Tracy is putting $50k of her own hard earned cash on the line . . . or, more accurately, in the stock market. She'll shadow Steve as he teaches her how to invest the $50k, Miyagi-style, with the ultimate goal of turning her account into a mean, lean, compounding machine.
Hit subscribe or follow us on our other social media channels to be part of this exciting journey!
Instagram: @TheInvestorandTheAmateur
Twitter: @TheInvestorand1
Timestamp below:
0:00: Introduction to the Podcast and the $50k challenge
1:20 About Steve
5:50 About Tracy
8:58 The name of our podcast; solicitations for feedback
10:38 The goal of our podcast
Send in a voice message: https://anchor.fm/theinvestor/message Support this podcast: https://anchor.fm/theinvestor/support