Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if your portfolio is properly allocated, want to understand where you sit in the capital stack during a bankruptcy, or just need to know what Charlie Munger really thought about adjusted EBITDA, this episode serves as the perfect reference guide for new and experienced investors alike.

03:24 GAAP vs Non GAAP Basics

05:26 Adjusted Metrics and Context

09:14 Dividends Distributions and Taxes

14:02 SEC Filings Overview

17:06 10-K 10-Q and Using AI

21:29 Proxy Statements and Incentives

22:48 S-1 IPO Filings Explained

25:29 Asset Allocation and Position Sizing

28:31 Bull Bear and Market Corrections

32:08 Board of Directors Role

33:27 Board Fiduciary Duties

35:03 Capital Basics Explained

37:33 Debt vs Equity Stack

41:33 Bond Market Signals

42:15 Dollar Cost Averaging

44:05 Earnings and EPS

48:31 FFO for REITs

51:08 Market Cap vs EV

54:18 Cash Flow vs Free Cash

57:25 Funds Indexes and ETFs

59:37 Sectors vs Industries

01:00:44 Valuation Metrics Overview

Companies mentioned: AAPL, BN, BRK.B, COST, MA, SAVE, TSLA, TXN, V

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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Join our PatreonSubscribe to our portfolio on Savvy Trader
Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing Unscripted

Jason Hall and Jeff Santoro

208. The 15 Investing Terms You Need to Know

JUN 3, 202667 MIN
Investing Unscripted

208. The 15 Investing Terms You Need to Know

JUN 3, 202667 MIN

Description

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if your portfolio is properly allocated, want to understand where you sit in the capital stack during a bankruptcy, or just need to know what Charlie Munger really thought about adjusted EBITDA, this episode serves as the perfect reference guide for new and experienced investors alike. 03:24 GAAP vs Non GAAP Basics 05:26 Adjusted Metrics and Context 09:14 Dividends Distributions and Taxes 14:02 SEC Filings Overview 17:06 10-K 10-Q and Using AI 21:29 Proxy Statements and Incentives 22:48 S-1 IPO Filings Explained 25:29 Asset Allocation and Position Sizing 28:31 Bull Bear and Market Corrections 32:08 Board of Directors Role 33:27 Board Fiduciary Duties 35:03 Capital Basics Explained 37:33 Debt vs Equity Stack 41:33 Bond Market Signals 42:15 Dollar Cost Averaging 44:05 Earnings and EPS 48:31 FFO for REITs 51:08 Market Cap vs EV 54:18 Cash Flow vs Free Cash 57:25 Funds Indexes and ETFs 59:37 Sectors vs Industries 01:00:44 Valuation Metrics Overview Companies mentioned: AAPL, BN, BRK.B, COST, MA, SAVE, TSLA, TXN, V Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices