The Investor and The Amateur

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) --- Send in a voice message: https://anchor.fm/theinvestor/message Support this podcast: https://anchor.fm/theinvestor/support [https://anchor.fm/theinvestor/support]

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 [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 [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 [https://anchor.fm/theinvestor/support]