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Investment Strategies
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We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it... more

PublishesTwice weeklyEpisodes471Founded8 years ago
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Artwork for Shares for Beginners

Latest Episodes

Artificial intelligence is reshaping how investors research companies, and ASA educator Nathan Hood has become one of its most practical advocates. He started with simple prompts like “give me five positives and five negatives from this announcement,... more

Beginners don’t need predictions, complex models, or fancy tools. They need a calm, repeatable process for understanding real businesses and how they make money. Sebastian Evans is the CIO and Executive Director at NAOS Asset Management. In this epis... more

Bradesco (BBDO) is one of Brazil’s largest and oldest banks. In this episode, Cameron Reilly walks through the bank’s wild origin, its scandals, its political turbulence, and the numbers that matter for value investors.

Despite the drama, the number... more

Cameron Reillu joins me to analyse two very different businesses: IVE Group, Australia’s largest commercial printer, and TEO Argentina, a telecom giant navigating extreme macro conditions. Strong QAV scores, big stories, and plenty of lessons for val... more

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Recent Guests

Nathan Hood
Representative, Australian Shareholders' Association education lead on AI
Australian Shareholders' Association
Episode: AI for Smarter Investing: Nathan Hood on Red Flags, Sentiment & Better Research
Sebastian Evans
Chief Investment Officer and Executive Director
NAOS Asset Management
Episode: A Simple, Repeatable Investing Process for Beginners | Sebastian Evans NAOS Asset Management
Richard Hemming
Industry analyst, Under the Radar Report
Under the Radar Report
Episode: Stop Losing Sleep Over Your Portfolio
Jose Mayora
Senior Portfolio Manager, Vita Value Growth Fund; Author of Wall Street's Blindspots
DeVita Value Growth Fund / Wise author
Episode: Wall Street's Blind Spots - Jose Mayora
Matthew Ankrum
Portfolio manager, author inspiration for The Coffee Can Investor
Self/Book subject, investment professional
Episode: The B2B Companies That Quietly Compound - Matt Ankrum | The Coffee Can Investor
Neeraj Khemlani
Author of The Coffee Can Investor
Author, The Coffee Can Investor
Episode: How a Journalist Learned to Invest Calmly and Intentionally: Neeraj Khemlani | The Coffee Can Investor
Issam Eid
Analyst covering mining sector at RaaS Research
RaaS Research
Episode: Mining Services Explained: The ASX Sector Beginners Miss
Marc Lichtenfeld
Chief Income Strategist at The Oxford Club; Senior Editor of The Oxford Income Letter
The Oxford Club
Episode: Dividend Growth for Beginners with Marc Lichtenfeld | The Oxford Club
Jeremy Samuelson
Executive Vice President at Integrated Quantum Technologies
Integrated Quantum Technologies
Episode: Protecting Sensitive Data in AI – Quantum-Resilient Privacy Jeremy Samuelson | CSE: ICS

Reviews

4.6 out of 5 stars from 183 ratings
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    My primary f... more

    Podchaser
    5
    wleo2710
    2 years ago
  • Highly Recommend

    Don’t be fooled by the name, this podcast is fantastic for beginners, but it also offers a lot more! Some fantastic content, great insights from industry professionals and experienced investors. An excellent podcast to start your education in investing.

    Apple Podcasts
    5
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    Australia2 years ago
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    Podchaser
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    Podchaser
    5
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    3 years ago
  • Great podcast

    Definitely not just for beginners, lots of interesting guests and content. Great to have a growing set of podcasts covering the ASX.

    Apple Podcasts
    5
    b6y8d3m
    Australia3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Notable for breaking down jargon and explaining terms in everyday language.
Clear, accessible education for beginners with actionable takeaways.
Excellent range of guests and practical investing guidance.
Audience-friendly host with engaging, down-to-earth delivery.

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Talking Points

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A Simple, Repeatable Investing Process for Beginners | Sebastian Evans NAOS Asset Management
Q: What is the core idea behind a repeatable investing process for beginners?
The core idea is to focus on owning high-quality businesses when they are outperforming, use a disciplined framework (like understanding cash flow, EPS growth, and shares on issue), manage risk through tools like stop losses, and rely on simple indicators such as moving averages to time entries and exits rather than chasing hot tips.
Catalogues STILL Winning and Argentina’s Wild Economics and Telecom Opportunity
Q: How does Argentina's macro environment affect Telecom Argentina (TEO) as a potential investment?
TEO benefits from a strong market position as a bundled telecom provider, especially after the Telefonica merger, but profits are heavily influenced by currency movements and regulatory constraints. The Argentine peso volatility and inflation dynamics create translation and debt-financing risks, while regulatory strings attached to mergers may require asset divestitures, impacting long-term profitability even as the underlying telecom business exhibits pricing power.
Catalogues STILL Winning and Argentina’s Wild Economics and Telecom Opportunity
Q: What makes IVE Group a compelling investment beyond its traditional printing business?
IVE has grown through strategic acquisitions, including the Ovato deal, and has built a vertically integrated operation with a national print network, distribution capabilities, and a digital marketing arm. Its pricing power and strong cash flow generation, supported by a moat in its large-scale, logistics-driven printing operations, underpin its investment case, though near-term profits can be offset by integration costs and retail softness.
Stop Losing Sleep Over Your Portfolio
Q: So when we're investing, you look at four principles. Tell us about those four principles that you live and die by.
The four principles are diversification to reduce risk, buying cheap to align price with fundamentals, including dividend-paying stocks for steady income, and taking profits with costs out so you recycle capital and avoid overexposure to a single winner.
Wall Street's Blind Spots - Jose Mayora
Q: What role does compounding play in the long-term investment plan?
Compounding depends on reinvestment opportunities and returns on invested capital; selecting businesses that can reinvest cash flows at high rates is essential for meaningful long-term growth.

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Frequently Asked Questions About Shares for Beginners

What is Shares for Beginners about and what kind of topics does it cover?

Accessible investment education focused on practical, long-horizon strategies for beginners, with frequent dives into simple processes, reading financial statements, risk controls, and decision frameworks. Episodes feature a mix of fund managers, quantitative analysts, authors, and market researchers who break down concepts like value investing, cash flow, margins of safety, and the impact of macro forces on stock ideas. Notable strengths include a practical, kid-gloves approach to explaining jargon, heavy emphasis on long-term wealth building, and the use of real-world Australian and global stock examples to illustrate concepts. The show often highlights actionable takeaways, disciplined routines, and a consistent message that quality busi... more

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Which podcasts are similar to Shares for Beginners?

These podcasts share a similar audience with Shares for Beginners:

1. Australian Investors Podcast
2. The Rules of Investing
3. Buy Hold Sell, by Livewire Markets
4. Investing Compass
5. Australian Finance Podcast

How many episodes of Shares for Beginners are there?

Shares for Beginners launched 8 years ago and published 471 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Shares for Beginners?

Recent guests on Shares for Beginners include:

1. Nathan Hood
2. Sebastian Evans
3. Richard Hemming
4. Jose Mayora
5. Matthew Ankrum
6. Neeraj Khemlani
7. Issam Eid
8. Marc Lichtenfeld

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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