PIVOT Framework ("T"): Thinking Moats

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 2 December 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to the Investing for Beginners podcast, where we explore essential strategies to enhance your investment journey. In this episode, we delve into the PIVOT framework, discuss the competitive moats of companies like Costco and American Express, and highlight the importance of community in making informed investment decisions. 00:00:00 - Introduction to the Investing for Beginners podcast and today's topic. 00:00:52 - Overview of the PIVOT framework for better investing. 00:01:07 - Explanation of PIVOT: Portfolio, Idea, Valuation, Observed, Thinking. 00:01:42 - Discussion on Costco's competitive moat and business model. 00:02:26 - Introduction to scale economy shared with Azure example. 00:03:40 - Defining moats and their importance for investors. 00:06:08 - American Express's unique business model and customer loyalty. 00:25:08 - Google's economic toll booth model and growth strategies. Today's show is sponsored by: Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial. Go to monarchmoney.com/BEGINNERS for THIRTY PERCENT OFF your first year. Sign up for a one-dollar-per-month trial period at shopify.com/beginners. Get 15% off your next gift at UNCOMMONGOODS.COM/INVESTING Get 10 FREE meals at HelloFresh.com/freeinvesting! Cut your wireless bill to 15 bucks a month at mintmobile.com/beginners. Go to SELECTQUOTE.COM/BEGINNERS TODAY to get started. Find great investments at Value Spotlight Have questions? Send them to [email protected] Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Ama Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ready to launch your business? Get started with the commerce platform made for entrepreneurs. Shopify is specially designed to help you start, run and grow your business with easy customizable themes that let you build your brand, marketing tools that get your products out there. Integrated shipping solutions that actually save you time from startups to scale ups,, in-person and on the go. Shopify's made for
0:22.9	entrepreneurs like you. Sign up for your $1 a month trial at Shopify.com slash setup.
0:30.0	This episode is brought to you by Curry's Business. Whether you run a bustling cafe,
0:34.8	a busy office or an inspiring classroom, Curry's Business
0:37.8	has the tech for your 2025 business plans. Upgrade with their January epic deals with up to
0:43.5	40% of hundreds of products. From laptops to TVs, connected mobile to coffee machines.
0:49.5	Shop at business.curries.co.com.com. Visit your local hub or call their UK-based specialist business center. Currie's business, powering your business.curries.co.com. Visit your local hub or call their UK-based specialist business center.
0:56.2	Curry's Business, powering your business in 2025.
1:02.3	Love this podcast because it crushes your dreams and getting rich quick.
1:05.8	They actually got me into reading stats for anything.
1:08.3	You're tuned in to the Investing for Beginners podcast.
1:12.0	Led by Andrew Sather and Dave Ahern.
1:15.5	Step-by-step premium investing guidance for beginners.
1:18.9	Your path to financial freedom starts now.
1:23.0	Start now. All right, folks.
1:32.7	Welcome to Investing for Beginners podcast.
1:35.8	Today we're going to have a fun show.
1:37.3	I always say that, but we always have fun.
1:39.3	So today we're going to talk about the last part of the pivot,
1:43.3	which we have been talking about over the last few shows.
1:46.1	So this is a framework that Andrew and I came up with to help everybody become better investors.
1:50.9	And it's also part of the value spotlight, which you will now be able to see and view and get now that we're live.
	...

Transcript will be available on the free plan in -121 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andrew Sather & Glassbox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Sather & Glassbox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.