POPULARITY
4 episodes with common stocks
6 episodes with common stocks
5 episodes with common stocks
3 episodes with common stocks
3 episodes with common stocks
4 episodes with common stocks
6 episodes with common stocks
2 episodes with common stocks
3 episodes with common stocks
In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to your list!Here are some of our favourites if you want to add to your list!
On today's episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We'll cover lessons Ed shares from his journey—like allowing for imprecise valuations and learning from disappointing investments. We'll also look at the value of investing alongside great investors and acting decisively during market panics. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:00 - Why common stocks offer more than just solid returns. 06:14 - One mindset shift to sharpen your contrarian investing edge. 07:43 - Three questions that clarify any tough investing decision. 12:54 - How averaging up became Ed's unfair advantage. 16:14 - The shortcut Ed uses to spot great investments. 18:08 - Earnings, multiples, and perception: the formula behind significant returns. 24:35 - A turnaround playbook for deep value opportunities. 29:36 - Cyclicality decoded: spotting hidden patterns before the crowd. 49:23 - When bad investments still make you a better investor. 59:25 - Ed's surprising win in a sector everyone hates. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read Common Stocks and Common Sense here. Follow Kyle on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining CFI Education Netsuite Vanta Found The Bitcoin Way Shopify Fintool Unchained Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
“Common Stocks and Uncommon Profits” by Philip A. Fisher emphasizes the importance of investing in companies with strong growth potential over the long term. Fisher introduces the concept of “scuttlebutt,” or the practice of gathering information from various sources to gauge a company's investment potential. He outlines 15 points to look for in a great investment, including superior management, innovation, and scalability. The book argues for a thorough analysis and understanding of a business beyond its financial statements, focusing on qualitative factors. Fisher's methodology advocates for a long-term holding period and stresses that finding exceptional companies at reasonable prices is key to investing success.
In today's episode, Kyle Grieve will discuss the concept of scuttlebutt, made famous by Philip Fisher in Common Stocks and Uncommon Profits. You'll learn why scuttlebutt is essential for building conviction and understanding both bullish and bearish perspectives, how it involves learning from key groups connected to a business, how asking the right questions can reveal valuable insights, why Industry specialists and strong networking are crucial for gathering expert knowledge, and how to utilize self-reflection, journaling to continuously improve your decision-making, and much more! IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:55 - Why scuttlebutt is so essential in building conviction and learning about a business. 03:32 - Why scuttlebutt can help you understand bullish and bearish perceptions on a business. 10:03 - The four parties related to a business that you should learn from. 26:34 - What you can learn and what questions to ask a business's employees, from the people working at the “frontline” to the CEO. 36:49 - How Warren Buffett sleuthed GEICO, which was one of the most impactful events in his life. 49:50 - How to learn from industry specialists and what to ask to learn about specific companies or industries. 54:51 - Details on how Li Lu did scuttlebutt on a very successful investment in Timberland. 55:01 - Why networking is so crucial to the scuttlebutt process. 58:11 - How to use self-reflection and journaling to understand better your mistakes and how to avoid them in the future. 01:07:01 - My four-step framework for learning from my investing mistakes. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained Fintool The Bitcoin Way Onramp Bluehost Vanta PrizePicks Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Welcome to today's deep dive into the stock market! In this video, we uncover the key differences between common stocks and preferred stocks—two critical investment options that can shape your portfolio's performance. Whether you're a beginner trader or an experienced investor, understanding these distinctions is crucial. You'll also learn how to sharpen your trading psychology, apply actionable strategies, and make more informed trading decisions. We explore common stocks vs. preferred stocks, breaking down their similarities and differences, including their risk profiles, return potential, and voting rights. You'll discover how common stocks can generate both capital gains and dividends, while preferred stocks focus on steady dividend income, offering lower risk but less upside potential. Using tools like Outlier's data, we analyze how these stock types behave in real-world market conditions and provide practical trading tips, such as leveraging the 10/20/50 moving average rule to analyze charts, identify trends, and set up effective stop-loss strategies. We'll also dive into trading psychology, discussing how to manage emotions, avoid common mistakes, and develop systems that give you a competitive edge in the market. Highlighted stocks in this video include Google (GOOG vs. GOOGL), where we discuss the differences between Class A and Class C shares, and case studies of Amazon, Facebook, and Apple to demonstrate actionable insights and strategies for strong uptrends. If you're ready to enhance your trading edge and gain a deeper understanding of these important concepts, stick around. Don't miss out on these valuable insights that could transform the way you approach the stock market. #StockMarket #CommonStocks #PreferredStocks #CapitalGains #DividendInvesting #MarketAnalysis #TradingPsychology #OutlierTrading #SmartTrading #InvestmentTips Subscribe to OVTLYR for more videos on stock analysis, trading strategies, and tools that help you save time, make money, and win with less risk. Don't forget to hit the like button and share this video to spread the knowledge! See you in the next one!
Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we've revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher.Today, we're going to talk about “The Little Book That Builds Wealth” by Pat Dorsey.Pat Dorsey was the pioneer behind Morningstar's economic moat concept. Morningstar currently ranks companies based on whether or not they deem them to have a wide moat, a narrow moat, or no moat. Dorsey put together that entire framework. Today, he runs money based on trying to buy moats at reasonable prices.Links* The Little Book That Builds Wealth: https://www.amazon.com/Little-Book-That-Builds-Wealth-ebook/dp/B07MMYC9VT* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Have you ever wondered what lies behind the meticulous management of your startup's equity and the unseen challenges of maintaining a clean cap table? In this episode of The Angel Next Door Podcast, host Marcia Dawood dives deep into the essential but often overlooked facets of cap table management with industry expert and guest, Colin McCrea. Together, they unravel the complexities that every founder should be aware of and how to navigate the turbulent waters of startup finance.Colin McCrea, a seasoned professional in accounting and finance, shares his journey from working at a CPA firm to becoming a pivotal player at Eqvista, a company specializing in cap table management solutions. With a portfolio boasting roughly 16,000 companies, ranging from startups to pre-IPO giants, Colin brings a wealth of knowledge and firsthand experience. As the leader of Eqvista's valuation team, he's uniquely positioned to offer insights into the intricacies of 409A valuations and the vital importance of maintaining a well-organized cap table.Throughout this episode, listeners will gain a comprehensive understanding of cap table management's role in a startup's success, the pitfalls of equity mismanagement, and the critical need for compliance. Colin and Marcia discuss the essential steps founders must take to protect their equity, maintain investor trust, and enable smooth funding rounds. They also explore the nuances of 409A valuations and essential compliance filings like the 83B election. This is a must-listen episode for any entrepreneur aspiring to build a solid financial foundation for their business, as well as the investors, featuring actionable advice and expert insights that can save both time and money. To get the latest from Colin McCrae, you can follow him below!LinkedIn - https://www.linkedin.com/in/colin-mccrea-8a50021b7/https://eqvista.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Common Stock Investing Mistakes to Avoid Thank you! ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue
Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion.The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation.Links:* Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits-Writings/dp/0471445509* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
On today's episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett's heart, Common Stocks and Uncommon Profits by Philip Fisher. He'll discuss why the book was so influential on Warren's transition towards quality businesses, why going deep into a business is vital to successful long-term investing, specific ways to learn more about a business, it's management, and its products, how to create your own business grapevine to monitor your investments, details on how Philip Fisher's investing philosophy and how it developed, and a whole lot more! IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:12 - The importance of avoiding dogmatic thinking in investing 05:13 - Why owning growing businesses is so powerful for great investments 05:47 - How to evaluate a business growth prospects 08:43 - How you should look at relations between a business and its employees 14:44 - How Amazon has strengthened their moat by thinking long-term 26:27 - The three ways a business can fund its growth and which are the most beneficial to shareholders 33:56 - Why you should seek transparency in your management teams 35:17 - How to balance investing in growth businesses with being a conservative investor 44:57 - Why having the ability to see the future of a business's profits is so key for minimizing risk 53:07 - The importance of consistently monitoring your businesses, no matter how well they've performed for you in the past And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Common Stocks and Uncommon Profits by Philip Fisher here. Buy Where The Money Is by Adam Seessel here. Buy 7 Powers by Hamilton Helmer here. Buy What I Learned About Investing From Darwin by Pulak Prasad here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS Simon & Schuster SimpleMining Vacasa Shopify AT&T iFlex Stretch Studios HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On this week's episode of The Riff, Erik and Byrne talk about Amazon's potential to buy a passenger airline, hidden economic gains, equities, and more. beehiiv: Head to https://Beehiiv.com and use code "MOZ" for 20% off your first three months.---This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.---SPONSORS: beehiivbeehiiv: Head to beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox.
On this week's episode of The Riff, Erik and Byrne talk about Amazon's potential to buy a passenger airline, hidden economic gains, equities, and more. beehiiv: Head to https://Beehiiv.com and use code "MOZ" for 20% off your first three months. --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co. --- SPONSORS: beehiiv beehiiv: Head to beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox.
Series 7 Top-Off Exam Lesson 18 Common Stocks This is a sample of Series 7 Top-Off Exam Lesson 18 Common Stocks The Series 7 Top-Off Study Guide Audio Lessons for the New Series 7 Exam is the most comprehensive set of audio lessons which is available for the preparation to take the New Series 7 Top off Examination the course consists of 74 lessons which amounts to 32 hours and 27 min. in total length. Audio lessons are a supplement and not a substitute for the book learning that you should also be doing. Audio lessons simply allow you to learn comprehend and reinforce what you should also be learning through normal studying methods such as attending classes, reading books, and taking practice quizzes. The full table of contents for the Series 7 Top-Off Study Guide is located here The New Series 7 Top- Off Study Guide Audio Lessons is 74 lessons and a Total Length 32 hours 27 Min The full table of contents for the Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam is located here Effective October 1, 2018 Financial Industry Regulatory Authority (FINRA) changed the licensing of those that wish to work in the financial services industry. There is now a required prerequisite for most of the Licensing tests and this is the Securities Industry Essentials Exam Securities Industry Essentials Exam is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices. Unlike the licensing exams such as the Series 4, 6, 7, 9, 10… which require the candidate to be employed by a member firm, Securities Industry Essentials Exam is open to anyone over the age of 18 including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers. Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm. Essentials exam results are valid for four years. Check out our podcast for the SIE Exam Here is a link to our other study products
What is Deworsification? Why are index funds so popular? Today we jump into the debate of passive versus active investing and consider what investors should understand about these different investing styles. What should investors understand before purchasing an index fund? What are reasons to have an active investment strategy? What should you ask before hiring an active manager? Bill provides perspective from his 40+ year career in investing on what he has seen work when it comes to defining your investment strategy and his thoughts on the prevalence of index funds. For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com. Check out our other investing episodes: How Do I Invest My Own Money? How Do You Invest? Finding the Right Investing Style for You Investing in Common Stock, Part One Investing in Common Stock, Part Two Is Investing in the Stock Market the Same as Gambling? Intro to Investing
What are the voting rights of common stockholders? This is a topic you need to know inside and out on the FINRA SIE exam. We explain all aspects of common stockholders' voting rights in detail, including voting for the board of directors, voting on resolutions, and how voting powers and structures work. Achievable has courses with industry best pass rates for the FINRA SIE, Series 6, 7, 63, 65, and 66. Try our courses for free at https://achievable.me.
Philip Fisher là một trong số các nhà đầu tư có ảnh hưởng lớn nhất mọi thời đại. Triết lý đầu tư của ông không chỉ được nhiều chuyên gia hiện đại nghiên cứu và áp dụng mà còn được rất nhiều nhà đầu tư coi là cẩm nang dẫn đường. Những triết lý này đã được tập hợp trong cuốn sách nổi tiếng: Cổ Phiếu Thường Lợi Nhuận Phi Thường (Common Stocks and Uncommon Profits), một trong những giáo trình đầu tư kinh điển dành cho các nhà đầu tư hiện đại. Cuốn sách sẽ mang lại cho bạn một cái nhìn toàn diện, từ những vấn đề hết sức cụ thể như sức mạnh của “lời đồn đại”, nên mua gì, khi nào, những điều nhà đầu tư cần tránh, cách tìm ra một cổ phiếu tiềm năng… cho đến phương pháp hình thành một triết lý đầu tư đem lại hiệu quả cao.Fisher đã chỉ ra rằng có hai cách để thu được lợi nhuận đầu tư lớn nhất: thứ nhất là mua cổ phiếu khi thị trường đi xuống và đợi lúc thị trường hồi phục; hoặc áp dụng cách thứ hai ít rủi ro hơn và lợi nhuận tiềm năng lớn hơn, đó là đầu tư vào một số công ty đang tăng trưởng liên tục và thu lợi nhuận hàng năm. Để tìm được chính xác những công ty như vậy, ông cũng đưa ra 15 luận điểm lựa chọn cổ phiếu và những thành tố cần có cho một khoản đầu tư hiệu quả.Cuốn sách nằm trong “Top 10 cuốn sách về chứng khoán hay nhất mọi thời đại”.--Về Fonos:Fonos là Ứng dụng âm thanh số - Với hơn 3.000+ nội dung gồm Sách nói có bản quyền, Ebook, Tóm tắt sách, Thiền định, Truyện ngủ, Nhạc chủ đề, Truyện thiếu nhi. Tất cả chương 1 đều miễn phí, tải app ngay: https://fonos.link/PCFonos--Tìm hiểu thêm về Fonos: https://fonos.vn/Theo dõi Facebook Fonos: https://www.facebook.com/fonosvietnam/
"Common Stocks and Uncommon Profits" by Philip Fisher is a book that focuses on a long-term, qualitative approach to stock investing. Fisher shares his investment philosophy and provides valuable insights into analysing companies, identifying growth opportunities, and making informed investment decisions.
We don't have a regular podcast episode this week due to vacation. Still, we wanted to share with you our new email course on Mastering Common Stock Investing, along with an upcoming live investment webinar.There are more details in the audio. You can sign up for both the free email course and the live webinar here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Series 7 Top-Off Exam Lesson 18 Common Stocks This is a sample of Series 7 Top-Off Exam Lesson 18 Common Stocks The Series 7 Top-Off Study Guide Audio Lessons for the New Series 7 Exam is the most comprehensive set of audio lessons which is available for the preparation to take the New Series 7 Top off Examination the course consists of 74 lessons which amounts to 32 hours and 27 min. in total length. Audio lessons are a supplement and not a substitute for the book learning that you should also be doing. Audio lessons simply allow you to learn comprehend and reinforce what you should also be learning through normal studying methods such as attending classes, reading books, and taking practice quizzes. The full table of contents for the Series 7 Top-Off Study Guide is located here The New Series 7 Top- Off Study Guide Audio Lessons is 74 lessons and a Total Length 32 hours 27 Min The full table of contents for the Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam is located here Effective October 1, 2018 Financial Industry Regulatory Authority (FINRA) changed the licensing of those that wish to work in the financial services industry. There is now a required prerequisite for most of the Licensing tests and this is the Securities Industry Essentials Exam Securities Industry Essentials Exam is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices. Unlike the licensing exams such as the Series 4, 6, 7, 9, 10… which require the candidate to be employed by a member firm, Securities Industry Essentials Exam is open to anyone over the age of 18 including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers. Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm. Essentials exam results are valid for four years. Check out our podcast for the SIE Exam Here is a link to our other study products
For today's show, I invited on David Wenger, Founder and CEO of ShareIntel. Since the start of 2023, I've started seeing more news releases saying, "ABCD Company Reports on Ongoing Investigation into Potentially Improper and Illegal Trading Activity in the Company's Common Stock." This was a first for me, and a trend that I wanted to understand better: is this the same fight as the AMC/Gamestop short squeeze that galvanized retail investors to fight back against Wall Street? If so, are select MicroCaps taking advantage of these same retail investors - the idea being that Wall Street is potentially illegally naked shorting our stocks too, come join us in the fight. Or, are select MicroCaps utilizing tools, like ShareIntel, to genuinely understand what is happening in their company's stock in order to do something about it, protect long-term shareholders, or perhaps stop the bleeding because they'll need to raise more growth capital, which will already be dilutive. I invited on David to help me understand these questions and more. For more information about ShareIntel, please visit: https://shareintel.com/ Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Securities Industry Essentials SIE Exam Sample Lesson 2 Common Stock This portion of the Common Stock lesson is a portion of the sample lessons we will be sharing with you for the new 37 hour and 10 min audio course "Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam 2nd Edition" This is the SIE Exam Lesson on Common Stock Total Course 37 hours 10 Min 37 hours 10 Min of audio instruction to help you prepare for the Securities Industry Essentials Exam 59 Audio Lessons for Securities Industry Essentials Exam 13 Bonus Lessons about the finance industry Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam The full course details: 37 hours 10 Min of audio instruction to help you prepare for the Securities Industry Essentials Exam 59 Audio Lessons for Securities Industry Essentials Exam 13 Bonus Lessons about the finance industry Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam New Series 7 Exam and SIE Exam details. All candidates now must now pass both the SIE exam (securities industry essentials exam) as well as the New Top-Off Series 7 Exam. A Series 7 candidate must also have an industry sponsor in order to take the examination to take the SIE Exam the candidate simply needs to be 18 years old and no broker affiliation is needed.. https://www.finra.org/industry/essentials-exam “Securities Industry Essentials (SIE) Exam Available Beginning October 1, 2018 The Securities Industry Essentials (SIE or Essentials) Exam, available beginning October 1, 2018, is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices. Key Features of the Essentials Exam ________________________________________ • The Essentials exam is open to anyone aged 18 or older, including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers. • Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm. • Essentials exam results are valid for four years. The Essentials Exam at a Glance ________________________________________ Number of Items 75 Format Multiple Choice Duration 105 minutes Passing Score 70% Cost $60” New Series 7 Exam The New Series 7 Content Outline provides a comprehensive guide to the range of topics covered on the exam, as well as the depth of knowledge required. The outline is comprised of the four main job functions of a general securities representative. The table below lists the allocation of exam questions for each main job function. Major Job Functions Percentage of Test Questions Number of Test Questions (F1) Seeks Business for the Broker-Dealer from Customers and Potential Customers 7% 9 (F2) Opens Accounts after Obtaining and Evaluating Customers' Financial Profile and Investment Objectives 9% 11 (F3) Provides Customers with Information about Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records 73% 91 (F4) Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes, and Confirms Transactions 11% 14 TOTAL 100% 125” The five job functions of the new Series 7 General Securities Representative Exam will be: “Seeks business for the broker-dealer through customers and potential customers” “Evaluates customers' financial status, financial needs and risk tolerance, and helps them identify their investment objectives” “Opens accounts, transfers assets and maintains appropriate account records” “Provides customers with information on investments and makes suitable re...
What is preferred stock? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer's Senior Advisor Paul Galloway to chat about preferred stock. They discuss why a company would want to issue preferred stock, how it's different from common stock, and how it's treated from a credit perspective. Listen in and learn a little bit about preferred stock.
What is common stock? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer's Senior Advisor Paul Galloway to discuss common stock. They discuss why companies issue common stock, second offerings, and treasury stock and talk about how it's used. Listen in and learn a little bit about common stock.
They don't have a trash can in their kitchen. A fully operational, busy restaurant kitchen without a trash can. OK, that's hyperbole. They do have a small one that is rarely ever used. The Plot in Oceanside keeps 99% of what they do out of the landfill. That is not normal. December is our “Environment Issue” of San Diego Magazine. As I wrote in my note at the beginning of the issue, it's not about being perfect and it's not an evangelical radical screed against any and all industry. The issue is dedicated to people in San Diego doing small and massive things to try to minimize our negative impact on the environment. That's why for the restaurant review I headed up to the fully plant-based restaurant run by Davin and Jessica Waite. The husband-and-wife duo own not just The Plot but also Wrench & Rodent (sushi), White Noodle (ramen), and Shootz Fish & Beer. They join us on the podcast to talk through how, specifically, they're trying to not only minimize waste in restaurants, but go beyond that and pave a path for a regenerative restaurant scene. They don't claim to be perfect, either. But orange rinds are never thrown out, but turned into salsas and other foods. Leftover sushi rice is sent to a local refinery and turned into a flavored vinegar. A lot of the techniques they're using are not forward thinking; they're intentionally backwards. “Turns out the best way for the future is in the past,” says Davin. This is how restaurants used to work—way back in the beginning of their time. Food was grown in the back, cooked in the front. “There was a time when things were actually advertised as ‘disposable,' and that was seen as a positive thing, a selling point,” says Jessica. What you need to do fairly soon is go eat their potato salad and their carrot tacos. For news, we discuss the biggie: San Diego's Addison at Fairmont Grand Del Mar earned three-star Michelin status. There are only 14 three-star Michelin restaurants in the country. Seven in California. There are none in L.A. We talk about what effect this will have on the overall food scene. Also, in bittersweet news—during the pandemic Bankers Hill Bar + Restaurant had to shut down, but the good news is that fairly excellent local restaurant Common Stock is taking over the space and will open a new concept early next year. And the Top of the Hyatt has turned their 40th floor perch into a pretty nutso holiday extravaganza (they even got an electric train and bunk beds) you gotta see. For “Two People, Fifty Bucks,” Jessica (who's been plant-based almost her entire life) says the “Super Vegan” at Pokez in Downtown is her go-to; Davin raves about upstart tiny pizza and wine joint in Oceanside called Allmine; David points to the oysters and cocktails at Botanica in North Park; and Troy drove to Bonita this weekend because a friend of his raved about the chicken in a strip mall, and I can confirm El Pollo Grill is some truly great chicken. That's it for this week. Thanks so damn much for listening, y'all.
Kieran Gutting is a Financial Advisor with his finger on the pulse of the economy. Crypto Currency, I Bonds, T Bonds, Common Stock and Crypto Exchanges are discussed in detail. Common sense investments verses Ayahuasca dreams? It's your money.
Wayne Jones is the co-founder of Ganes Capital Management and Portfolio Manager for the Ganes Focused Value Fund. Since the inception of the fund in 2002, Ganes has returned 12% per annum, compared to 9% for the ASX300 accumulation index.Wayne has held senior finance roles in the private healthcare sector for many years and was a freelance analyst for The Intelligent Investor between 2001 and 2005 covering the small company sector.Books mentioned and recommended in this episode by Wayne include;Common Stocks and Uncommon Profits and Other Writings - Philip A. Fisher100 Baggers: Stocks That Return 100-to-1 and How To Find Them - Christopher W MayerRicher, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life - William Green Intelligent Investor - Benjamin Graham*****Stay engaged with the Equity Mates community by joining our forum. Make sure you don't miss anything about Equity Mates - visit this page if you want to support our work.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
Simon Shares Trading Trading in the Zone – Mark Douglas (detailed review) Trend Following – Michael Covel (detailed review) Reminiscences of a Stock Operator – Edwin Lefevre Market Wizards - Jack Schwager The Complete Turtle Trader: How 23 Novice Investors Became Overnight Millionaires - Michael Covel Investing The Little Book of Common Sense Investing - John C. Bogle One up on Wall Street – Peter Lynch (detailed review) Common Stocks and Uncommon Profits – Phil Fisher (detailed review) Effective Investor – Franco Busetti The Little Book that Beats the Market - Joel Greenblatt General Thinking, Fast and Slow - Daniel Kahneman Fooled by Randomness - Nassim Taleb
Stock Stories | Case Studies and Mental Models for Individual Investors
Today we'll look at some of my favorite investing books and why they're great. Each book has its own strengths, and is appropriate for different steps on your investing journey. Check out the links below!Book Links:The Intelligent InvestorOne Up On Wall StreetBeating The StreetThe Single Best InvestmentQuality InvestingThe Motley Fool Investment GuideThe Future For InvestorsFinancial StatementsCommon Stocks and Uncommon Profits0:40 - The Intelligent Investor2:22 - One Up On Wall Street3:51 - Beating The Street4:41 - The Single Best Investment5:23 - Quality Investing6:22 - The Motley Fool Investment Guide7:37 - The Future For Investors9:35 - Financial Statements11:07 - Common Stocks and Uncommon Profits
This latest series accompanies the new book that I have co-written with Eamonn Carey, called 'The Startup Lexicon', which is a guide to the words, phrases, jargon and terminology used in the startup and tech world. In each episode Eamonn and I will discuss 2-3 key words that are crucial to the understanding of the world of start-ups. In today's episode, we discuss the terms; Cap Table, Common stock, Double bottom line and Down round.If you have any comments regarding these terms, please contact us on the email addresses below:ken@thisisprogressive.comeamonncarey@gmail.comFinally, if you would like to purchase The Startup Lexicon, the relevant links can be found below:Amazon (Uk) https://www.amazon.co.uk/Startup-Lexicon-Demystifying-everyday-language/dp/1912300761Amazon.com https://www.amazon.com/Startup-Lexicon-Demystifying-everyday-language-ebook/dp/B09XG34QXSWaterstones https://www.waterstones.com/book/the-startup-lexicon/ken-valledy/eamonn-carey/9781912300761WHSmith https://www.whsmith.co.uk/search/?q=9781912300761&cgid=&category=AllFoyles https://www.foyles.co.uk/witem/business/the-startup-lexicon-demystifying-the-ev,ken-valledy-eamonn-carey-9781912300761Wordery https://wordery.com/the-startup-lexicon-ken-valledy-9781912300761Bookshop.org https://uk.bookshop.org/books/the-startup-lexicon-demystifying-the-everyday-language-of-startups/9781912300761And finally a big thank you to the Right Book Company https://www.therightbookcompany.com/ for their ongoing support in making this dream of actually writing a book become a reality.
IN THIS EPISODE, YOU'LL LEARN:00:44 - Why you need to know how to value stocks.02:27 - What a discounted cash flow model is, and how it's used to value stocks.05:35 - How discount rates affect the valuation of stocks.11:44 - Other methods Clay uses to determine if a stock is potentially undervalued.12:23 - How to use the TIP Finance tool to calculate the IRR of a stock.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESCheck out the website - Buffett's Books.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out William Green's interview with Bill Miller.Preston Pysh & Stig Brodersen's book, Warren Buffett Accounting.Peter Lynch's book, One Up On Wall Street.Phil Fisher's book, Common Stocks and Uncommon Profits.How to Invest in Stocks: The Ultimate Guide for Beginners.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE, YOU'LL LEARN:00:45 - What you should know before investing in individual stocks.02:20 - What we can learn from Bill Miller's and other super investors' experiences investing in individual stocks.06:53 - Why many great investors are looking for asymmetric opportunities in the market.08:32 - How we can benefit from the mood swings of Mr. Market.09:28 - What the efficient market hypothesis is.17:34 - Clay's top tips for those interested in buying individual stocks.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESPreston Pysh & Stig Brodersen's book, Warren Buffett Accounting.Peter Lynch's book, One Up On Wall Street.Phil Fisher's book, Common Stocks and Uncommon Profits.How to Invest in Stocks: The Ultimate Guide for Beginners.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Related Episode: Investing Like Warren Buffett w/ Jake Taylor - MI125.Related Episode: Studying Superinvestors & Investing Checklists w/ Tom Botica - MI148.Related Episode: Investing Legend Bill Miller on Amazon, Bitcoin, & Buffett - RWH007.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Read this episode's transcript and full show notes on our website.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today Dale sits down with Kylie Purcell the Senior Investments Editor at Finder. Kylie has a background in business and finance news and content creation. You would have no doubt seen, heard or read some of her content which spans across SBS, TVNZ, CCTV (Beijing), Your Money, Switzer Group and Finder in articles, videos and on other podcastsKylie has a passion for educating people within this space and believes Investing should be for everyone, through her written and video content she is making that dream a reality.Links and ways to contact us
Amy Blacklock and Vicki Cook of Women Who Money talk about the difference between preferred and common stocks The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/preferred-vs-common-stock/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Amy Blacklock and Vicki Cook of Women Who Money talk about the difference between preferred and common stocks The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/preferred-vs-common-stock/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Amy Blacklock and Vicki Cook of Women Who Money talk about the difference between preferred and common stocks The co-founders of Women Who Money are Amy Blacklock from Life Zemplified and Vicki Cook, from Make Smarter Decisions. Vicki and Amy connected initially online and eventually met in person at a financial conference in the fall of 2017. They've both reached financial independence and left full-time work to devote more time to family, pursue passion projects, and embrace fun and challenging opportunities. They enjoy collaborating on original content and sharing great articles written by and for women. The original post is located here: https://womenwhomoney.com/preferred-vs-common-stock/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
IN THIS EPISODE, YOU'LL LEARN:02:38 - Why Security Analysis is one of Warren Buffett's three favorite books.11:49 - Real case studies where Warren Buffett has directly applied skills acquired from Security Analysis.13:05 - The highlights for each of the 7 major parts in Security Analysis.30:08 - The difference in opinion between Benjamin Graham and Warren Buffett when it comes to dividends.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESPreston & Stig's book, Security Analysis (100 Page Summary) – Read reviews of this book.Benjamin Graham's book, Security Analysis – Read reviews of this book.Benjamin Graham's book, The Intelligent Investor – Read reviews of this book.Philip Fisher's book, Common Stocks and Uncommon Profits – Read reviews of this book.Adam Smith's book, The Wealth of Nations – Read reviews of this book.Preston and Stig's, Video Lessons.Preston, Trey & Stig's tool for picking stock winners and managing our portfolios: TIP Finance Tool.Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Buying or selling Gold is as easy as buying a stock with Vaulted. No minimum investment required.Discover how leading companies, from cloud-native startups to global enterprises, are automating, simplifying and optimizing their cloud infrastructure with Spot by NetApp.Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance.Live local in Melbourne and enjoy $0 Stamp Duty*!The interval fund, a breakthrough innovation. Only at Mackenzie.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Invest in crypto and trade it without tax headaches with AltoIRA.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Design is already in your hands with Canva. Start designing for free today.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome to the Balanced FI Podcast, episode 39 - Investing Terms 101: Basic Investment Terms You Need to KnowUnderstanding a few basic investment terms is a step forward on your journey toward financial security. Investing can be as complex or as simple as you want it to be. Thousands of people actually invest others' money as a job…. but it's also something literally anyone with money can participate in. FIND US:Balancedfi.com -- Podcast -- Facebook -- Instagram -- Pinterest -- Hello@balancedfi.com RESOURCES:Read- Investing Terms 101: Basic Investment Terms You Need to KnowFREE download- Investing Terms 101 Fact SheetRead- Smart Ways to Use Your Stimulus MoneyRead- Financial Security Step 9: Increase Retirement ContributionsRead- Financial Security Step 2b: Begin Saving for Retirement SOURCES:Source- The S&P 500 and How It WorksSource- J.P. Morgan Glossary of Investment TermsSource- Investment Terms Everyone Should KnowSource- Basic Investing Terms You Should Know
Bill and Anastasia tackle several questions from listeners in this two-part series. In Part One, they discuss rolling over a 401(k) account, how to prioritize credit card repayment, contributing to a Roth vs. a traditional IRA and how to prioritize contributions to various retirement accounts, and whether to get a second credit card. Bill and Anastasia have covered each of these topics generally in previous episodes, but it can help to hear how others are applying these concepts in specific situations. For relevant former episodes to today's questions, check out "How to Manage Your 401(k)," "Pay Off Debt vs. Start Investing," "Investing in Common Stock" two-parter, and "What Should You Know About Credit Scores?" To submit your own question for a future episode, you can email us at askcreatingwealth@taberasset.com.
What repercussions will conflict in Ukraine have on the U.S. economy? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
Series 7 Top-Off Exam Lesson 18 Common Stocks This is a sample of Series 7 Top-Off Exam Lesson 18 Common Stocks The Series 7 Top-Off Study Guide Audio Lessons for the New Series 7 Exam is the most comprehensive set of audio lessons which is available for the preparation to take the New Series 7 Top off Examination the course consists of 74 lessons which amounts to 32 hours and 27 min. in total length. Audio lessons are a supplement and not a substitute for the book learning that you should also be doing. Audio lessons simply allow you to learn comprehend and reinforce what you should also be learning through normal studying methods such as attending classes, reading books, and taking practice quizzes. The full table of contents for the Series 7 Top-Off Study Guide is located here The New Series 7 Top- Off Study Guide Audio Lessons is 74 lessons and a Total Length 32 hours 27 Min The full table of contents for the Securities Industry Essentials Exam Podcast Audio Lessons for the SIE Exam is located here Effective October 1, 2018 Financial Industry Regulatory Authority (FINRA) changed the licensing of those that wish to work in the financial services industry. There is now a required prerequisite for most of the Licensing tests and this is the Securities Industry Essentials Exam Securities Industry Essentials Exam is a new FINRA exam for prospective securities industry professionals. This introductory-level exam assesses a candidate's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks; the structure of the securities industry markets, regulatory agencies and their functions; and prohibited practices. Unlike the licensing exams such as the Series 4, 6, 7, 9, 10… which require the candidate to be employed by a member firm, Securities Industry Essentials Exam is open to anyone over the age of 18 including students and prospective candidates interested in demonstrating basic industry knowledge to potential employers. Association with a firm is not required, and individuals are permitted to take the exam before or after associating with a firm. Essentials exam results are valid for four years. Check out our podcast for the SIE Exam Here is a link to our other study products
Matterport Completes Acquisition of Enview to Bring Powerful Property Insights and Analytics to Millions of Digital Twins Enview's advanced technology and specialized team to strengthen the Matterport data platform and provide customers with advanced business intelligence for any physical space SUNNYVALE, California, January 6, 2022 (GLOBE NEWSWIRE) -- Matterport, Inc. (“Matterport”) (Nasdaq: MTTR), the leading spatial data company driving the digital transformation of the built world, today announced it has completed its acquisition of Enview, Inc. (“Enview”), a pioneer in the scalable, artificial intelligence (AI) for 3D spatial data. On January 5, 2022, Matterport acquired 100% of the issued and outstanding equity interests in Enview for an aggregate purchase price of 1.59 million shares of Matterport's Class A common stock, par value $0.0001 per share (“Common Stock”) and $35.5 million in cash. All shares of Common Stock issued in the transaction are subject to a lock-up period expiring 180 days following the closing of the transaction. Enview's 3D AI platform has been deployed at nation-scale to solve mission critical challenges ranging from critical infrastructure protection for Fortune 500 energy companies, automating property analytics for insurance and disaster recovery applications, and logistics and mobility applications for national security customers. The acquisition of the technology and team will enable Matterport to speed the development of its next-generation spatial data analytics platform that optimizes the operations and management of any physical space, while providing powerful insights and building intelligence. “For more than a decade Matterport has led the digital transformation of the built world,” said RJ Pittman, Matterport's Chairman and Chief Executive Officer. “We turn buildings into data, and for the next decade of growth, our focus centers on unlocking the power of that data for our customers around the world. Enview's powerful spatial data analysis technology fits right into this strategy and readily complements the Matterport platform. Together, we can deliver breakthrough building analysis and data insights to our customers including automated building inspections, AI-powered space planning, and property utilization analysis to deliver operating efficiencies in a completely digital environment,” he added. Founded in San Francisco in 2015, Enview's AI-based automation platform provides a highly extensible framework for rapidly solving complex 3D challenges as part of a digital twin ecosystem. Enview's core technology combines novel AI, purpose built for 3D, with an enterprise platform that enables complex workflows to be automated for nation-scale datasets. Enview's technology performs a variety of 3D spatial operations, including object recognition, feature extraction, feature-based change detection, 2D and 3D measurement and attribution. The company's Explore product is designed to democratize and automate the previously manual task of extracting insights from complex, sensor-fused 2D and 3D data. Public and private sector organizations currently use Enview's AI platform to virtualize the physical world and derive insights, including to protect people and infrastructure, and enhance national security. For example, Enview is the recipient of a Phase III Small Business Innovation Research award from the Commander of the U.S. Pacific Air Forces and a Phase II award from the U.S. Army Rapid Capabilities and Critical Technologies Office for AI-enabled 3D modeling of installations and fusion of indoor / outdoor digital twins for mission planning and facilities management. “Matterport is the clear leader in the massive market to digitize the world's built spaces,” said San Gunawardana, Co-Founder and Chief Executive Officer of Enview. “Joining Matterport provides a unique opportunity to pair our leading 3D AI technology with Matterport's rich spatial data to provide new levels of datafication and insight to customers around the world. We could not have asked for a better company to partner with to extend our work and build a world-class analytics platform for customers to increase the value of every one of the world's 4 billion buildings.” Update on Public Warrant Redemption As previously announced on December 15, 2021, Matterport expects to redeem all of its outstanding warrants (the “Public Warrants”) to purchase shares of Common Stock that were issued as part of the units sold in the company's initial public offering and that remain outstanding at 5:00 p.m. New York City time on January 14, 2022. As of December 31, 2021, approximately 7.1 million shares of Common Stock have been issued upon the exercise of Public Warrants by the holders thereof at an exercise price of $11.50 per share, resulting in aggregate proceeds to Matterport of approximately $81.5 million. About Matterport Matterport, Inc. (Nasdaq: MTTR) is leading the digital transformation of the built world. Our groundbreaking spatial data platform turns buildings into data to make nearly every space more valuable and accessible. Millions of buildings in more than 194 countries have been transformed into immersive Matterport digital twins to improve every part of the building lifecycle from planning, construction, and operations to documentation, appraisal and marketing. Learn more at www.matterport.com. ©2022 Matterport, Inc. All rights reserved. Enview and Enview Explore are trademarks of Enview, Inc. and Matterport and the Matterport logo are trademarks of Matterport, Inc. All other marks are the property of their respective owners. Source: Matterport
In this episode, Anthony talks about Common Stocks vs Preferred Stocks, along with the advantages and disadvantages with individual stock investing. Send Anthony your question at livingyourbestfinanciallife@gmail.com and if selected, your question could be answered on a future episode. Join the new Living Your Best Financial Life Community at https://www.facebook.com/groups/livingyourbestfinanciallife Disclaimer: Your use of the information contained herein is at your own risk and results always vary. The content is provided 'as is' and without warranties, either expressed or implied. It is your responsibility to evaluate any information, opinion, advice or other content contained.
Gregg Gallant is the CEO and President of Quantum Exploration, a privately-owned oil and gas exploration company. Previously, he was the President and CEO of Allegient IT Services, which was acquired by DMI in 2016. He has over 20 years of experience in operations, technology, and sales with quickly growing, mid-sized organizations. In this episode… Should you aim for shared equity or cash? Should you plan an earnout? What's the best way to structure the sale of your company? CEO and President of Quantum Exploration, Gregg Gallant, describes the process of selling the company and recently getting a second bite. With host Todd Taskey, Gregg explains the financial deals and structure of the first transaction, lessons he learned along the way, and his current business goals.
¿Buscabas una descripción del Value Investing en Español? Pues aquí te explicamos qué es el Value Investing, cómo hacer Value Investing, cuál es su historia, la relación Warren Buffett/Value Investing y cuáles son las principales claves para ser un buen inversor value. ★☆★▬ LINKS MENCIONADOS EN EL PODCAST ▬★☆★► Guest Post de Value School: https://www.elclubdeinversion.com/que...►Libro "Common Stocks and Uncommon Profits": https://amzn.to/2NtlBiQ►Inversión en "net-nets": https://valueschool.es/inversion-en-n...► La valoración por múltiplos y normalización de beneficios:https://valueschool.es/Valoracion-mul...►La valoración por descuento de flujos de caja: https://valueschool.es/valoracion-des...► Libro "Invirtiendo a Largo Plazo": https://valueschool.es/invirtiendo-a-...► Resumen de "Invirtiendo a Largo Plazo": https://youtu.be/Aq-oqJWKPso ✅ www.elclubdeinversion.com✅ info@elclubdeinversion.com #elclubdeinversion #andrea_ecdi #elclubdedividendos #ingresospasivos #educacionfinanciera #podcastinversion #podcast #podcastenespañol
Hopewell Valley Student Podcasting Network Show Name: All About BusinessEpisode Title: Money Box of StocksEpisode #3Tweet to be shared on the network's twitter handle: Check out the latest episode of #allaboutbusiness the podcast on hvspn.com. We give a brief overview about stocks, debate about which stocks are better, and let you know what stocks you should invest in. You are listening to All About Business, the podcast with your host(s) Prithvi and today's guest. We will be hearing from them in our 2nd and 3rd segment so stay tuned for that. In this episode of All About Business the Podcast we give a brief overview of stocks, debate which types of stocks are better, and let you know what stock to invest in. Segment 1: What are stocks?In this segment I will give a brief overview on what stocks are, how they work, and where you can start investing. A stock is a type of investment that represents an ownership share in a company. Investors usually buy stocks in hopes that the price will increase so they can sell and receive a profit. Companies benefit from this because they receive the money from investors that purchase stocks and they can invest this money into their company/business. Buying and selling stock seems easy at first, until you realize the risks involved. Fluctuating Prices: Many stocks fluctuate a lot. This means that the price of the stock increases and decreases quickly. This means if you invest a lot in a fluctuating stock there is a high chance you could lose a large portion or even most of your investment. This can be a huge problem for companies if they invest primarily in a few fluctuating stocks. If these stocks lose value these companies could go bankrupt. This is why most companies and people diversify. Diversifying: In this case it means that people or companies will invest in multiple different stocks instead of a few stocks. This way in case a couple stocks lose value you have other investments that you can rely on. There are many ways to invest in stock, here a couple websites (I will include the links in the show notes): Fidelity Investments: https://www.fidelity.com/trading/overview (https://www.fidelity.com/trading/overview) TD Ameritrade: https://www.tdameritrade.com/ (https://www.tdameritrade.com/) Charles Schwab: https://www.schwab.com/open-an-account (https://www.schwab.com/open-an-account) Robinhood: https://robinhood.com/us/en/ (https://robinhood.com/us/en/) E-Trade: https://us.etrade.com/home (https://us.etrade.com/home) There are also many different types of stocks, a few of them are: Common Stock Preferred Stock Large-cap stocks Mid-cap stocks Small-cap stocks Domestic stocks International stocks Blue chip stocks Volatile stocks In the next segment we will be debating which type of stock is better, Blue chip or volatile. If you want to learn more about the other types of stocks I will include a link in the show notes (https://www.fool.com/investing/stock-market/types-of-stocks/ (https://www.fool.com/investing/stock-market/types-of-stocks/)) that you can check out. See you in the next segment. Segment 2: Blue Chip Stocks vs. Volatile StocksWelcome to segment 2. In this segment our two guests Vayun Tandon who was in our last episode, go check it out if you haven't already, and Kai Sugrue will be debating which type of stock is better. Vayun will take blue chip stocks while Kai will be taking volatile stocks. Prithvi: Ok so Kai since this is your first time being on the show I will let you go first. Kai and Vayun make their points on each of the stocks You guys both made very good points but I personally think that _____ insert type of stock________ are better. So that is the end of our second segment let's head onto the final segment. Segment 3: Stocks to Invest InIn this segment Vayun and Kai will both list out a few stocks that they think are a great investment right now and explain why. Vayun and Kai...
The Guys talk about their current "problems" and the solutions they have devised, what they have been working on, and the epic yard sale Dustin went to and the arbor press thief.Check out The Art of Craftsmanship on YouTube, Instagram, and Patreon here...youtube.com/theartofcraftsmanship@theartofcraftsmanship@theartofcameraguypatreon.com/theartofcraftsmanshipRecommendations:Devon:The White Lotus on HBO100 Foot Wave: Garrett McNamara on HBODustin:Brian Morrison @ny_shedantlers
https://make-your-pitch.com The Co-Sponsor for this Episode is B.E.T. A business platform that gives you all the information and tools you need to advance your business as well as the understanding of how to run your business most effectively and profitably. To learn more check out the: Video: https://bit.ly/368rSKk Website: www.yvrbet.com The Co-Sponsor for this episode is CRM Engine. A Customer Relation Management system that provides a 4 Module Solution, Standard Customization by the CRM Engine Team, Unlimited Users, Unlimited Data, Unlimited Records, Cloud Hosting, Security Updates, and Daily Backups as well as On-Going support (Usually Same Day) Go Here to Learn More: Website: CRMEngine.co.uk/makeyourpitch https://make-your-pitch.com The Co-Sponsor for this Episode is B.E.T. A business platform that gives you all the information and tools you need to advance your business as well as the understanding of how to run your business most effectively and profitably. To learn more check out the: Video: https://bit.ly/368rSKk Website: www.yvrbet.com The Co-Sponsor for this episode is CRM Engine. Make-Your-Pitch https://make-your-pitch.com The Co-Sponsor for this Episode is B.E.T. A business platform that gives you all the information and tools you need to advance your business as well as the understanding of how to run your business most effectively and profitably. To learn more check out the: Video: https://bit.ly/368rSKk Website: www.yvrbet.com The Co-Sponsor for this episode is CRM Engine. Make Your Pitch Appo Agbamu is founder and CEO of Ahrvo. He leads and owns the firm, who has created the entity and navigates his organization through the industry of Financial areas protecting many areas of regulation through the use of the blockchain and includes some of the Cryptocurrency world as well. Appo was born in New York and raised in Minnesota. He grew up in a household led by his Dad, a professional in the financial industry. He read books like Security Analysis, Common Stocks, Uncommon Profits, Intelligent Investor. Appo studied accounting and economics at the University of Minnesota, Duluth earning a degree in financial markets and co-managed approximately two billion in assets with his academic mentor a lead portfolio manager at Bank of America. He began building his first company that used multi-factor ranking system, looking at data that is correlated with future performance. The Ahrvo Investment App uses a multi-factor ranking systems. Today, Appo focuses on Ahrvo Comply which streamlines the entire on-boarding process and client lifecycle in a compliant way. The platform is fully integrated and handles identity management, document management, transaction management and data management. We handle know your customer, know your business, anti-money laundering, facial recognition, biometrics, doing live-ness testing. We also track the information across over 1,000+ inhouse databases. In AML we track international watch lists, domestic watch lists, politically exposed persons, criminal background checks, sex offenders, legal professionals, financial professionals, non-profits businesses, criminal watch lists, legal professionals, money services businesses. Ahrvo covers databases in a vast structure and cover the main sanction lists including a state and province level as well. What makes our system and company unique is that we also have an active cybersecurity overlay to our compliance approach where we are looking in real-time to understand malware feeds and using that information to understand our users. Our system will trigger some type of alert when several people onboarded from specific regions. Ahrvo Comply uses identity document transaction and data management. The identity management is the KYC, KYB, and AML and the document management component is the PDF editor, document OCR, or Optical Character Recognition used to extract information from PDFs and E-signature and file sharing. The Onboarding system verifies who the person is then we exchange some documents with that person. The last component is transaction management which is used for both Fiat and Crypto Assets. Keywords: multi-factor ranking systems on-boarding process client lifecycle identity management document management transaction management data management know your customer know your business anti-money laundering facial recognition biometrics live-ness testing international watch lists domestic watch lists politically exposed persons criminal background checks sex offenders legal professionals financial professionals non-profits businesses criminal watch lists legal professionals money services businesses
Tune in to this episode of the Security Token Show where Kyle Sonlin and Herwig Konings discuss the latest Security Token News and Insights with this week's focus on the different types of crowdfunding portals! Kyle's Company of the Week: NYCE - https://www.businesswire.com/news/home/20210630005345/en/tZERO-Joins-Forces-with-Real-Estate-Crowdfunding-Company-NYCE-to-Digitize-Trade-18-Million-of-Securities-in-the-Company%E2%80%99s-Common-Stock Herwig's Company of the Week: Chaka - https://www.premiumtimesng.com/business/469726-chaka-gets-nigerian-govts-first-digital-securities-trading-licence.html = Stay in touch via our Social Media = Kyle: https://twitter.com/kylesonlin Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ All articles that were discussed were sourced from https://STOmarket.com/news Check out our medium blog for more news! #STSTOP5 Articles of the Week HQLAX: https://www.privateequitywire.co.uk/2021/06/22/302240/hqlax-secures-series-b-strategic-investment-jp-morgan Digital Assets AG: https://thetokenizer.io/2021/06/30/digital-assets-ag-launches-tokenized-stocks-on-the-solana-blockchain/ Swiss SBDC: https://www.ledgerinsights.com/swiss-central-bank-says-no-digital-currency-cbdc-plans-bank-group-says-risky/ Unisys: https://www.ledgerinsights.com/unisys-japan-to-launch-blockchain-security-token-platform/ Binance: https://www.proactiveinvestors.co.uk/companies/news/953435/crypto-exchange-binance-banned-by-uk-regulator-953435.html Industry Updates Quarles Says Fed Digital Dollar Poses Risks With Unclear Benefit: https://news.bloomberglaw.com/securities-law/quarles-says-fed-digital-dollar-poses-risks-with-unclear-benefit Euronext-backed Liquidshare adopts Daml for smart contracts: https://www.ledgerinsights.com/euronext-backed-liquidshare-adopts-daml-for-smart-contracts/ Algorand Gets Cozy With Crypto Custodian Copper: https://finance.yahoo.com/news/algorand-gets-cozy-crypto-custodian-140009723.html Prometheum's Building a Better Public Markets Infrastructure on Blockchain: https://www.banklesstimes.com/2021/06/23/prometheums-building-a-better-public-markets-infrastructure-on-blockchain/ Security Tokens Are Back and This Time It's Real: https://finance.yahoo.com/news/security-tokens-back-time-real-010804442.html Tokenize This: https://blog.stomarket.com/tokenize-this-week-22-tokenized-private-credit-bb912f0bba2d Industry Events Join us for this each week's Security Token Speakeasy every Thursday at 5pm EST: https://www.joinclubhouse.com/club/security-token-speakeasy STO UPDATES & NEW STOS tZERO Joins Forces with Real Estate Crowdfunding Company, NYCE, to Digitize & Trade $18 Million of Securities in the Company's Common Stock: https://www.businesswire.com/news/home/20210630005345/en/tZERO-Joins-Forces-with-Real-Estate-Crowdfunding-Company-NYCE-to-Digitize-Trade-18-Million-of-Securities-in-the-Company%E2%80%99s-Common-Stock Market Update Security Tokens Market Cap in May 2021 Stood at $711M+, Tokenized Real Estate Market Exceeded $32M: Report: https://www.crowdfundinsider.com/2021/06/177111-security-tokens-market-cap-in-may-2021-stood-at-711m-tokenized-real-estate-market-exceeded-32m-report/ Security Token Market Report May 2021: https://blog.stomarket.com/security-token-market-report-may-2021-481b5873d89f = Check out our Companies = Security Token Group: http://securitytokengroup.com/ Security Token Advisors: http://www.securitytokenadvisors.com/ Security Token Market: https://stomarket.com InvestReady: https://www.investready.com
We will be talking about how and why the stock market was invented and also we discuss common stock market terminology that is a must know before investing. Start investing with Acorns today! Get $5 when you use my invite link: https://acorns.com/invite/UWHT8B Robinhood : Get a free stock with this link! https://join.robinhood.com/andrewl8537 --- Support this podcast: https://anchor.fm/thestockbrospodcast/support
In this episode, I break down Common stock in plain English. I discuss reasons to buy Shares of a company and dividends ( both cash and stock) plus some rights of owning shares.
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