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Investmentkage - The Power of Great American Businesses! with VTI, VOO, Apple, Microsoft, Costco, Kroger, ExxonMobil, Starbucks, and more! [EP. 48]
Manage episode 371940879 series 3449815
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Kage https://twitter.com/Investmentkage Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro
(1:50) - How Kage started investing
(4:58) - Top holdings: VTI and VOO; key similarities and differences, and the appeal of ETFs
(11:10) - Never chasing yield
(11:40) - AT&T: what’s going on?
(14:00) - Verizon, and the issue with most telco companies: heavy capex requirements, debt, and dividends
(15:30) - T-Mobile: a telco success story in the US
(17:05) - Costco’s business model, and competitive advantages
(21:47) - Special dividends
(22:40) - Costco valuation
(25:00) - Buying companies that trade at high PEs - sometimes quality and moat will justify those valuations
(26:32) - Kroger: growth by smart acquisitions
(30:00) - Apple, the greatest business in the world (for consumers) - super powerful ecosystem + product innovation
(36:16) - Microsoft, also the greatest business in the world (for businesses) - the power of bundling
(41:26) - ExxonMobil: America’s oil giant
(45:35) - How did Kage feel about investing when COVID started
(50:25) - The importance of maintaining a cash balance
(53:28) - Why Kage only invests in US stocks
(58:10) - Bank of America
(1:00:30) - Why North American investors may want to consider investing in foreign stocks
(1:03:20) - Starbucks: everyone needs to try the Irish cream cold brew. Also, the stock is pretty cool, & the genius of Howard Schultz
(1:06:55) - Last piece of advice from Kage for new investors
94 episódios
Manage episode 371940879 series 3449815
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Kage https://twitter.com/Investmentkage Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro
(1:50) - How Kage started investing
(4:58) - Top holdings: VTI and VOO; key similarities and differences, and the appeal of ETFs
(11:10) - Never chasing yield
(11:40) - AT&T: what’s going on?
(14:00) - Verizon, and the issue with most telco companies: heavy capex requirements, debt, and dividends
(15:30) - T-Mobile: a telco success story in the US
(17:05) - Costco’s business model, and competitive advantages
(21:47) - Special dividends
(22:40) - Costco valuation
(25:00) - Buying companies that trade at high PEs - sometimes quality and moat will justify those valuations
(26:32) - Kroger: growth by smart acquisitions
(30:00) - Apple, the greatest business in the world (for consumers) - super powerful ecosystem + product innovation
(36:16) - Microsoft, also the greatest business in the world (for businesses) - the power of bundling
(41:26) - ExxonMobil: America’s oil giant
(45:35) - How did Kage feel about investing when COVID started
(50:25) - The importance of maintaining a cash balance
(53:28) - Why Kage only invests in US stocks
(58:10) - Bank of America
(1:00:30) - Why North American investors may want to consider investing in foreign stocks
(1:03:20) - Starbucks: everyone needs to try the Irish cream cold brew. Also, the stock is pretty cool, & the genius of Howard Schultz
(1:06:55) - Last piece of advice from Kage for new investors
94 episódios
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