In this episode I’m joined by Marc Lichtenfeld, Chief Income Strategist at The Oxford Club [https://oxfordclub.com/publications/income-letter/] and bestselling author of Get Rich with Dividends. Marc shares his practical, beginner‑friendly approach to dividend investing and his well‑known 10‑11‑12 System, which combines starting yield and dividend growth to aim for double‑digit long‑term returns.


We discuss:

 * What boxing can teach us about investing
 * Why dividend growth is a powerful signal of company strength
 * How to understand payout ratios and cash flow
 * Dividend traps and the danger of chasing high yields
 * REITs, emerging markets, and global dividend opportunities
 * The power of reinvesting dividends



Episode Blog Post: https://www.sharesforbeginners.com/blog/oxford-lichtenfeld


📈 CHECK OUT THESE INVESTING TOOLS: 

🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan [https://www.sharesight.com/au/sharesforbeginners]

🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now [https://bit.ly/LifeSherpaInvest-SFB]

🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB [https://qavpodcast.com.au/register-3/] for a 20% discount on QAV Club plan or SFBLIGHT [https://qavpodcast.com.au/register-3/] for a free month of QAV Light

🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.



Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Dividend Growth for Beginners with Marc Lichtenfeld | The Oxford Club

Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer [https://tykr.com/?red=finpod]. [https://app.tykr.com/?red=finpod] Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer [https://tykr.com/?red=finpod].


Micron Technology has become a critical player in the AI revolution - not because it makes GPUs, but because it makes the high‑bandwidth memory that keeps those GPUs fed with data. In this episode, we explore Micron’s business model, why HBM is so essential, and how Micron has become responsible for more than half of all earnings‑estimate upgrades across the S&P 500.


Weekend Watchlist is about helping beginners sharpen their investing process through real companies and real stories.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

 

Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

AI Moment for Micron (MU): What Investors Need to Know

Discover how to spot undervalued stocks like PagBank (NYSE:PAGS) using the proven QAV (Quality at Value) [https://qavamerica.com/] methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. This week I spoke with Cameron Reilly from the QAV Investing Podcast for another episode of Weekend Watchlist. We looked at PagBank (NYSE: PAGS), Brazil’s fast-growing digital bank and payments leader, formerly known as PagSeguro.


Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) [https://qavamerica.com/] investing methodology.


It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America [https://qavamerica.com/]has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.


Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link [https://qavamerica.com/]. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.


Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE [https://qavpodcast.com.au/register-3/]. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link [https://qavpodcast.com.au/register-3/]. for Australians or those wanting to invest in Australian stocks.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.



Hosted on Acast. See acast.com/privacy< [https://acast.com/privacy]

PagBank (PAGS) – Brazil’s Digital Banking Growth Story

Jeremy Samuelson is the Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE: ICS). Jeremy, a former AI leader at Equifax and Mastercard, invented VEIL™ (Vector Encoded Information Layer) - a breakthrough privacy-preserving framework to let AI models work with sensitive data without ever exposing raw information to security breaches.


Episode Blog Post: https://www.sharesforbeginners.com/blog/samuelson-ics


📈 CHECK OUT THESE INVESTING TOOLS: 

🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan [https://www.sharesight.com/au/sharesforbeginners]

🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now [https://bit.ly/LifeSherpaInvest-SFB]

🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB [https://qavpodcast.com.au/register-3/] for a 20% discount on QAV Club plan or SFBLIGHT [https://qavpodcast.com.au/register-3/] for a free month of QAV Light

🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.



Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Protecting Sensitive Data in AI – Quantum-Resilient Privacy Jeremy Samuelson | CSE: ICS

Stocks for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer [https://tykr.com/?red=finpod]. [https://app.tykr.com/?red=finpod] Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer [https://tykr.com/?red=finpod].


In this episode of Weekend Watchlist, we break down Palantir’s fundamentals using Tykr’s open-source scoring system. Palantir scores an impressive 83/100 on financial strength with an 80% margin of safety and a rare 6/7 overall score — putting it in the top 300 out of 50,000 stocks.

We dive into:

• Gotham (military & government) vs Foundry (commercial AI data platform)

• Why EPS growth from 3¢ to 26¢ is “textbook perfect”

• Peter Thiel & Alex Karp’s PayPal Mafia origins

• Sticky enterprise model that keeps customers for life

• Zero major risks identified at current levels


Weekend Watchlist is about helping beginners sharpen their investing process through real companies and real stories.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

 

Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Palantir (PLTR): AI Defence Giant or Overhyped Stock?

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI), an AI-powered video surveillance and remote guarding company out of Palo Alto, California. Here's a question worth sitting with: what if security didn't just record crim,e what if it actually stopped it?


That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.


Episode Blog Post: https://www.sharesforbeginners.com/blog/cloudastructure-ai-security


📈 CHECK OUT THESE INVESTING TOOLS: 

🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan [https://www.sharesight.com/au/sharesforbeginners]

🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now [https://bit.ly/LifeSherpaInvest-SFB]

🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB [https://qavpodcast.com.au/register-3/] for a 20% discount on QAV Club plan or SFBLIGHT [https://qavpodcast.com.au/register-3/] for a free month of QAV Light

🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.



Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

How AI Surveillance Stops Crime Before It Happens | Cloudastructure CEO James McCormick

Ferrari isn’t just a car company - it’s one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari’s stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.


Episode Blog Post: https://www.sharesforbeginners.com/blog/ferrari-race


📈 CHECK OUT THESE INVESTING TOOLS: 

🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan [https://www.sharesight.com/au/sharesforbeginners]

🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now [https://bit.ly/LifeSherpaInvest-SFB]

🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB [https://qavpodcast.com.au/register-3/] for a 20% discount on QAV Club plan or SFBLIGHT [https://qavpodcast.com.au/register-3/] for a free month of QAV Light

🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.



Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Why Ferrari Keeps Winning the RACE: Scarcity, Luxury & $50M Cars

Discover how to spot undervalued stocks like GeoPark (NYSE:GPRK using the proven QAV (Quality at Value) [https://qavamerica.com/] methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buffett and Charlie Munger to beat the market. In this Weekend Watchlist episode, Cameron from QAV America joins me to unpack GeoPark (GPRK) — a Latin American oil and gas producer navigating one of the most complex strategic environments we’ve seen in a while.


Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) [https://qavamerica.com/] investing methodology.


It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America [https://qavamerica.com/]has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.


Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or QAV America Light for simple buy/sell signals. Start your 14-day free trial by clicking this link [https://qavamerica.com/]. Subscribe to this channel for more stock picking tips, value investing strategies, and market-beating ideas.


Australian and investing in the ASX and ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE [https://qavpodcast.com.au/register-3/]. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light by clicking this link [https://qavpodcast.com.au/register-3/]. for Australians or those wanting to invest in Australian stocks.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.



Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

GeoPark (GPRK): Takeover Tension, Activist Pressure & a Billionaire White Knight

Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer [https://tykr.com/?red=finpod]. [https://app.tykr.com/?red=finpod] Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer [https://tykr.com/?red=finpod].


Lockheed Martin offers a valuable lesson: even well-known companies in strong sectors can be poor investments if the numbers don’t support the narrative.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

 

Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Lockheed Martin (LMT): Momentum, Morality & the Tykr Score

Clem Chambers returns to break down a turbulent moment in global markets - from oil shocks and copper demand to crypto weakness and the sudden attractiveness of UK stocks to US buyers. A fast, wide‑ranging conversation full of frameworks beginners can use.

We explore:



 * Why Clem sold his gold and silver
 * Why copper is his next major theme
 * How AI is driving an energy crunch
 * Why oil could reach $300



Episode Blog Post: https://www.sharesforbeginners.com/blog/clem-chambers-war


📈 CHECK OUT THESE INVESTING TOOLS: 

🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan [https://www.sharesight.com/au/sharesforbeginners]

🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now [https://bit.ly/LifeSherpaInvest-SFB]

🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB [https://qavpodcast.com.au/register-3/] for a 20% discount on QAV Club plan or SFBLIGHT [https://qavpodcast.com.au/register-3/] for a free month of QAV Light

🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

 

Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Clem Chambers on War, AI Energy & $300 Oil

I interview industry experts so you'll learn what to do, what to ask and -
ideally - how not to lose money.I'm just like you I want to make money from the
stock market but I find the terminology confusing. I want to be able to make
informed decisions. Let's learn together on Stocks for Beginners.

See acast.com/privacy [https://acast.com/privacy] for privacy and opt-out
information.

phil muscatello

Shows