DiscoverThe Investing for Beginners Podcast - Your Path to Financial FreedomQ&A: Fixing a Bad Portfolio and Reacting to AI's Disruption
Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

Update: 2025-05-22
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In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies.


Moreover, they offer guidance to a listener who has received a significant inheritance and is seeking investment advice. The episode concludes with a discussion on the potential impact of AI on Google's search business, highlighting how to interpret and react to market news.




00:00  Welcome and Listener Questions Overview


00:13  Question 1: Handling Stock Losses


06:57  Question 2: Estimating Free Cash Flow


16:55  Question 3: Building a Wealth Portfolio


26:31  Discussion: Google and AI Disruption


35:41  Conclusion and Final Thoughts


Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.




Today’s show is sponsored by:


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Today's show is sponsored by BetterHelp


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What do Dave and Andrew recommend?


Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠Value Spotlight⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠stockwriteup.com⁠⁠⁠.


Have questions? Send them to ⁠⁠⁠newsletter@einvestingforbeginners.com


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Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like