The Intelligent Investing Podcast: Self-Taught Investor Andrew Sather

Join Eric Schleien with his guest Andrew Sather as they talk about Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon, and Electronic Arts.  In this episode, Andrew also sheds light on stock buybacks and turning over rocks in order to unearth value even from beat-up ventures and potential investments. He emphasizes the strategy of having enough key players in a business or investment that's enough to stabilize everything.  Stay tuned to this discussion and find out what else Andrew has to say about the current financial industry.  About Andrew Sather:  Andrew is a self-taught investor since 2012. He specializes in identifying value traps and avoiding stock market bankruptcies.  ""I didn't see a resource to walk beginners through investing, step by step. So I went out and made it."", Andrew said.  Website: https://einvestingforbeginners.com/   Linkedin: https://www.linkedin.com/in/asather/   Twitter: https://twitter.com/valuetrapblog?lang=en   YouTube: https://www.youtube.com/channel/UC4TXiSS6QqcXVVhwsCqjuVw     Outline of the episode:  [03:31] Warren Buffett's Cash Cows  [04:55] Companies need to do it smartly with Buybacks.  [06:45] The parallels of EA Games and DairyQueen.  [09:10] What makes EA Games a Cash Cow?  [12:10] On turning over rocks; books by Peter Lynch.  [13:13] An observation I disagree with…  [14:34] What needs to be understood in flipping rocks in beat-up industries.  [18:23] Having a hedge for the US dollar.  [19:00] What I found out about the Top Companies in the S&P 500?  [19:58] Companies whose revenue did well even if the US dollar didn't.  [26:35] The likes of Paypal; the likes of Mastercard.  2 Resources:  Beating the Street by Peter Lynch:  https://www.amazon.com/Beating-Street-Peter-Lynch/dp/0671891634   One Up On Wall Street by Peter Lynch:  https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403/ref=pd_lpo_14_img_0/147- 7509922-3616713    Seeking Alpha Articles by Andrew Sather:  https://seekingalpha.com/author/andrew-sather#regular_articles   E-Investing for Beginners:  https://einvestingforbeginners.com/explaining-the-cult-of-warren-buffett-podc/   About Eric Schleien:  Over the past decade, Eric has trained thousands of individuals, including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.  Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.  Eric currently resides in Philadelphia, PA.  CONTACT ERIC SCHLEIEN:  Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram  Email: [email protected]  … Finance Podcast Week runs from March 26th-March 28th, 2021 with live-streamed sessions and panels, and brand new, exclusive episodes.  Utilizing Podbean’s live streaming platform, we're offering you the opportunity to join the conversation and be part of the experience. Finance Podcast Week is brought to you by Podbean and brings you expertise and insight on podcast topics ranging from personal finance, budgeting, real estate, cryptocurrency, investing for millennials, the GameStop short, and more!  Follow the Finance Podcast Week channel here for daily meditations, episode releases and more! For more information and to register to join the live streams in real-time go to www.podcastweek.live.finance    The content of Finance Podcast Week is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site and podcast constitute a solicitation, recommendation, endorsement, or offer by Podbean or any third party service providers to buy or sell any securities or other financial instruments.