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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