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Business Roundtable


Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business.

BRT 2.0 looks at the new trends in business, and how classic industries are evolving. We Profile the current Players weekly in an Interview format to give you an inside look, to learn from their own experiences.

Popular Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, & More

BRT Podcast Home Page: https://brt-show.libsyn.com/

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More Info: https://www.economicknight.com/podcast-brt-home/

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Aug 16, 2022

Why Does the Stock Market Go Up? w/ Brian Feroldi

- BRT S03 EP38 (137) 8-14-2022

 

Things We Learned This Week

  • Why Does the Stock Market Go Up? – Everything You Should Have Been Taught About Investing In School, But Weren't
  • Motley Fool – writing about investing and stocks, made Brian a better investor
  • Modern Tech – easy to buy and sell stocks on trading platforms, people just look at a stock as a ticker, when really it’s a Business
  • Corporation – owned by shareholders, where a stock is a piece of ownership % of what’s owned), the corporation’s stock is publically owned after the IPO          
  • Stock Market – place where investors & business owners meet, could be in person or online, like Farmer’s Market – producers of food sell to consumers

 

 

Guest: Brian Feroldi

Book:

Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't, Paperback – April 5, 2022   by Brian Feroldi 

 

 

Motley Fool Articles: https://www.fool.com/author/14471/

http://mindset.brianferoldi.com/

YouTube - https://www.youtube.com/channel/UCs60_Z83HU76uygzHRQl0kA

Twitter: https://twitter.com/BrianFeroldi

Website: https://www.brianferoldi.com/

 

Brian Feroldi is a financial educator, YouTuber, & author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college. Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew. Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. In 2022, Brian’s book Why Does The Stock Market Go Up? was published. The mission of the book is “to demystify the stock market.” It was written to explain how the stock market works in plain English. Brian lives in New England with his wife and three kids.

 

 

Notes:

Book –

Stock Market Basics

Going Public – IPO

* Valuing a busness

Why the market moves up and down

Stock market crashes and recovery

Why earnings go up

All about compounding

Getting started

All about Financial Advisors

Avoiding big mistakes – bad economy, timing market, diversification, dollar cost avering

Common Q’s answered

Advice to younger self –

   Patience – the edge

   Penny stocks – no

   Invest, not trade

   Get started now

   Saving

   Payoff debts

   Track income, exp. Net Worth

   Compound Interest

 

Motley Fool – writer, made him a better investor

Circa 2015 –  writes for Motley Fool

 

No formal investing or money background, Business major in college

Rich Dad, Poor Dad – his dad gave him the book, and that started the process iof investing  

Compounding – power in just saving in Index funds, for 99% of people

Conference calls, business

Modern Tech – easy to buy and sell stocks, so just look at as a ticker when really it’s a business.

Earnings, management team

L/T – money earnings increase business fund.

S/T – stock can fall emotion

Tom Gaynor – Markel Corp.,  considered a Baby Berkshire with insurance float

 

School does not teach investing or stock market, 401 K even in business school.

Brian has written for Motley Fool for 7 years +, written over 3000 articles

Book – took 1 month for the outline, 18 months total to complete, 1 year to write & 6 months edit.

 

Corporation – owned by shareholders  stock – piece of ownership and % publically owned after IPO, Record keeping tools

Stock Market – place where investors and business owners meet, like Farmer’s Market – producers of food sell to consumers.

Stock market Indicies – small sampling of stocks, and average of price for reporting. Ex: S&P 500 tracks price movement

Dow Jones industrial average - 30 stocks. WSJ – 1896 Dow Jones Average. Started by Charles Dow and Edward Jones

NASDAQ – online market

No internet – in the past, 1980s and before, got stock prices in newspaper or periodicals

Market Cap – size/value business

Dollar price used for Dow Jones average

NYSE – physical meeting place on Wall St. Most famous exchange

NASDAQ – world’s first electronic exchange, can trade electronically. Easier and faster – no paper.

Footsie – UK Dow                                                                                                                                                          Russell 3000 – 3000 small companies

 

What to look for when researching a Stock:

Stock – Investor Relations section on company website, Check Profits, earnings, growth, product

SEC filing – 10K filing annual filing with financial st., quarterly is 10Q

Management – hard to judge, Want manager (CEO) to also be the Founder

Company IPO – get rich, so they choose to stay on

Inside Ownership – 5%

Glassdoor – is it good to work there?

Track record – financial numbers matter on stage of business – newer, less than 10 years

Hypergrowth – focused on growth and well capitalized

Mature company – optimized for profit, valuation. Ex. - Google

 

Index Investor vs. Individual Stocks

Buy individual stocks to outperform the market

Guarantee the market return with Index

Avoid large slow moving companies that pay dividends ex – Johnson & Johnson

You want to find the next Amazon, next high growth company that can 10x the return

Multiply capital many times over vs just 1x

Hold Period is L/T, 3 – 5 years

S/T – less than 3 years, hard to measure stock

Market forces take time, 3 years +

Hard to know when to sell, scenario changes, more info comes to light, disproves original investment thesis to buy the stock  

 

 

 

Investing Topic:

https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement

 

More 'Best of Investing': Here

 

‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT

 

 

Thanks for Listening.

Please Subscribe to the BRT Podcast. 

 

 

Business Roundtable with Matt Battaglia

The show where EntrepreneursHigh Level Executives, Business Owners, and Investors come to share insight and ideas about the future of businessBRT 2.0 looks at the new trends in business, and how classic industries are evolving

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.