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The Investing for Beginners Podcast - Your Path to Financial Freedom
Andrew Sather, Stephen Morris, and Evan Raidt
Último episodio
779 episodios
Solar Is Now the Cheapest Power on Earth — with Peter Davidson
26/10/2026 | 58 minRenewable energy has gone from expensive science project to the cheapest way to build power in America — and most investors still don't understand how the business actually works. In this interview, Andrew sits down with Peter Davidson, CEO of Aligned Climate Capital, to break down the economics of solar power: how solar farms actually make money (it's more like building a rental apartment than a tech startup), why over 90% of new US power generation being built is wind, solar, and batteries, how AI and data centers are driving a 5x surge in electricity demand, and the risks investors need to watch — permitting, NIMBYism, and interest rates. They also get into the grid (built for one day a year), virtual power plants, advanced geothermal, small modular nuclear, and the public companies worth knowing. Whether you're a beginner or a seasoned investor, this is the cleanest walkthrough of the energy transition we've put out.
What You Will Learn
How a solar farm actually makes money — the offtake-agreement model, explained like a rental apartment
Why solar and wind are now the cheapest ways to build new power (the curves have crossed)
Why over 90% of new US power generation is wind, solar, and batteries — and what that means for investors
How AI and data centers are driving electricity demand growth from 0.5% to 2.5% per year (a 5x jump)
Why a solar farm gets built in 6 months while a gas plant takes 2–3 years (and gas turbines have a 4–6 year backlog)
The real risks: permitting, NIMBYism, and why interest rates are the number to watch
How the grid works — and why it was built for a single peak day each year
What virtual power plants are, and why your home battery could sell power back to the grid
What's next: advanced geothermal, small modular nuclear, and higher-upside energy bets
The public companies Peter names: Nextracker, NextEra, Bloom Energy, Hannon Armstrong
Timestamps
00:00 — What's happening in renewable energy
02:31 — What most investors don't understand about solar power
04:52 — Solar is now ~13% of US electricity (up from 1–2%)
07:31 — "Building a solar farm is like building a rental apartment"
09:01 — The input of solar power is free
10:52 — Over 90% of new US power built is wind, solar, and battery
11:39 — Are we running out of land for solar?
14:27 — Wind farm myths: noise, bird kills, and cats
16:39 — Agrivoltaics: farming and solar on the same land
19:03 — Energy demand growth going from 0.5% to 2.5% (a 5x jump)
22:42 — Gas turbine backlog: 4–6 years from GE or Siemens
25:00 — Aligned's two strategies: buying solar farms + venture investing
28:31 — Public companies to know: Nextracker, NextEra, Bloom Energy
32:47 — Higher upside, higher risk opportunities in energy
37:14 — Utility companies as investments
41:25 — The grid: the greatest machine ever built (and it's built for peak)
45:48 — Why doesn't every home have a battery?
47:51 — The urban challenge: renters, apartments, and city EV charging
49:01 — How high can solar's 13% share realistically go?
49:27 — Australia hits 100% renewables at times of day
50:52 — EVs: 1 in 4 cars sold globally is now electric
52:58 — The risk investors must watch: interest rates
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Aligned Climate Capital: https://alignedclimatecapital.com/
Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Download Cash App Today: https://click.cash.app/ui6m/0th4z72y #CashAppPod As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Bitcoin services provided by Block, Inc. For additional information, see the Bitcoin disclosures.
Shopify: Stop waiting for permission to build something. Your next revenue stream starts for free at shopify.com/beginners
Turn your biggest monthly expense into rewards. Bilt lets you earn points on rent payments with no transaction fees, redeemable for travel, fitness classes, and more at joinbilt.com/investing
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Take your investing up a notch with MooMoo — commission-free trading, pro-level research tools, and real-time market data, all in one app. Get started at start.moomoo.com/BEGINNERS
Sending money across borders? Wise gives you the real exchange rate with low, transparent fees and no hidden markups. Join millions managing money globally at wise.com
Interested in how your company sponsor the show? Reach us at equity@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoicesThe Language of Business, Part 1: Accounting Doesn't Have to Suck
22/10/2026 | 45 minThere's one thing Andrew and Stephen can talk about that instantly puts everybody to sleep: accounting. Spreadsheets, debits, credits — boring. But it's also the single most important skill an investor can build, because accounting is the language every business on earth speaks. So they're launching a new series: The Language of Business — a Khan-Academy-style walkthrough of financial statements, one bite-sized concept at a time, with zero promises it'll be entertaining (but they'll try). Part 1 starts with the foundations: the basic business model (revenue, expenses, profit) through the story of an 11-year-old kid who built a landscaping empire from his dad's "borrowed" push mower, the core accounting equation (Assets = Liabilities + Equity), why cash and accrual accounting are completely different animals, and exactly where to find the numbers in a real 10-K. Plus: Andrew's lawn-mowing allergy trauma, Stephen's hay-baling war stories, and the adjusted EBITDA confession Stephen's been sitting on for years.
What You Will Learn
The basic business model in one line: revenue minus expenses equals profit — illustrated through an 11-year-old's lawnmower business
The core accounting equation (Assets = Liabilities + Equity) and why it always has to balance
What depreciation actually is — and why a $10 lawnmower "costs" $2 a year for five years without spending another dime
Cash vs. accrual accounting: why signing a contract and getting paid are two different events, and why the stock market runs on accrual
Deferred/unearned revenue explained through Netflix subscriptions
Where to find financial statements in a real 10-K (spoiler: Item 8) — plus your homework assignment
Why "adjusted EBITDA" is a number you should basically ignore
Timestamps
00:00 — Doctorates, and Dr. Dre
03:45 — The series pitch: making accounting tolerable
04:15 — Why Andrew loves spreadsheets + the AI bit
06:40 — Put in the reps: follow along with real companies
08:00 — Trishawn's story: the 11-year-old lawnmower mogul from Toledo
11:50 — Segment 1: The basic business model — revenue, expenses, net profit
15:35 — Segment 2: The core equation — Assets = Liabilities + Equity
18:25 — Wear and tear: reinvesting (or not) in the business
19:10 — Andrew's lawn-mowing allergy trauma
20:20 — Stephen's hay-baling war story
21:50 — Depreciation & amortization, lawnmower-style
23:55 — Buying with cash vs. borrowed money: swapping assets
25:30 — The balance scale graphic
25:40 — Segment 3: Cash vs. accrual — the clean take
27:25 — "Bobby is a baller" — the Costco-level operator
29:05 — Subscription models: Netflix, Prime, and deferred revenue
31:15 — Unearned revenue + the Thomas Ittelson book recommendation
33:10 — Stephen's adjusted EBITDA confession
34:15 — Segment 4: Where to find the numbers — 10-K, SEC.gov vs. investor relations
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Download Cash App Today: https://click.cash.app/ui6m/0th4z72y #CashAppPod As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Bitcoin services provided by Block, Inc. For additional information, see the Bitcoin disclosures.
Shopify: Stop waiting for permission to build something. Your next revenue stream starts for free at shopify.com/beginners
Turn your biggest monthly expense into rewards. Bilt lets you earn points on rent payments with no transaction fees, redeemable for travel, fitness classes, and more at joinbilt.com/investing
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Take your investing up a notch with MooMoo — commission-free trading, pro-level research tools, and real-time market data, all in one app. Get started at start.moomoo.com/BEGINNERS
Sending money across borders? Wise gives you the real exchange rate with low, transparent fees and no hidden markups. Join millions managing money globally at wise.com
Interested in how your company sponsor the show? Reach us at equity@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoicesAAR72 - Financial Tier List
20/10/2026 | 50 minEvan and Andrew rank 14 personal financial decisions on a tier list — S tier means everybody should do it, F tier means never do it — all judged for a hypothetical 30-year-old: married, decent-but-not-stellar finances, Walmart glasses. Three decisions earn S tier. Three land in F. And the 72-month car loan sparks the episode's most surprising debate.
What You Will Learn
Why capturing your full 401(k) match is an instant, guaranteed 100% return
The hidden trap of maxing your 401(k): when your net worth is $400K but you can only afford $900 rent
The Roth IRA trick most people miss — contributions come back out anytime, penalty-free
The 72-month car loan debate: worse than it sounds, or actually reasonable?
Why annuities lose on fees and legacy — and the one reason to keep them anyway
Day trading = gambling: good luck out-surfing the algorithms
The buy-now-pay-later trap: death by a thousand stacked payments
Timestamps
00:00 — The game: ranking financial decisions F to S; meet our 30-year-old
04:45 — #1: Capturing the full 401(k) match → S tier
05:58 — #2: Maxing out the 401(k) → C tier (the sustainability argument)
08:39 — Sidebar: does E tier exist? (E tier eliminated)
10:28 — #3: Emergency fund in a high-yield savings account → S tier
11:24 — #4: Index fund investing → A tier (the S-tier debate)
14:13 — #5: Roth IRA contributions → S tier (withdraw contributions anytime)
17:49 — #6: Credit card rewards → B tier
19:11 — #7: Paying off a 3% mortgage early → D tier
22:02 — #8: A 72-month car loan → C tier (Andrew lobbied for B-)
25:08 — #9: Annuities → D tier (the death-benefit debate)
31:56 — #10: Financial advisor charging 1% → D tier
35:11 — #11: Day trading → F tier ("good luck surfing the algorithms")
39:28 — #12: Investing in crypto → D tier (Andrew's $15 in Solana)
41:55 — #13: Timeshares → F tier
43:43 — #14: Buy now, pay later → F tier (financing a Chipotle burrito)
47:37 — Final tier list recap
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Free monthly budgeting spreadsheet: https://einvestingforbeginners.com/budget/
Email Evan: evan@einvestingforbeginners.com
Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!
Remember, financial freedom is built one smart move at a time. Keep it simple, keep it steady, and at any rate, we’ll see you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Download Cash App Today: https://click.cash.app/ui6m/0th4z72y #CashAppPod As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Bitcoin services provided by Block, Inc. For additional information, see the Bitcoin disclosures.
Shopify: Stop waiting for permission to build something. Your next revenue stream starts for free at shopify.com/beginners
Turn your biggest monthly expense into rewards. Bilt lets you earn points on rent payments with no transaction fees, redeemable for travel, fitness classes, and more at joinbilt.com/investing
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Take your investing up a notch with MooMoo — commission-free trading, pro-level research tools, and real-time market data, all in one app. Get started at start.moomoo.com/BEGINNERS
Sending money across borders? Wise gives you the real exchange rate with low, transparent fees and no hidden markups. Join millions managing money globally at wise.com
Interested in how your company sponsor the show? Reach us at equity@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoicesNo Moat, No Problem? What HPE's Moonshot Teaches Value Investors
19/10/2026 | 46 minStephen found HPE the way all great stock stories start — thumbing through a screener, bored between meetings, when a ticker up 180% caught his eye. "What is HPE? Never even heard of that." What he found was the old HP enterprise business, spun off and reborn: GreenLake's $3.5 billion subscription machine, a $14 billion Juniper acquisition, and a stock that went from under $13 to $60 in months. This week, Stephen and Andrew tear into the question at the heart of it: is Hewlett Packard Enterprise really an AI infrastructure play — or a boring server vendor in an AI costume? They dig into the numbers (operating cash flow up 405% in a quarter), the valuation puzzle (forward P/E under 15 vs. an industry at 30), the moat problem (there isn't one — yet), and the $14 billion gamble that will decide everything. Plus: the HP printer rant, the "Sasspocalypse," and why Stephen sold his entire day-trading account to play HPE.
What You Will Learn
What HPE actually is (hint: not the printer company) and how the HP/HPE spin-off worked
How GreenLake's subscription model turns boring hardware into $3.5B of recurring revenue
Why the $14B Juniper acquisition is the defining bet of the AI trade — and what has to go right
How to think about valuation when a stock looks "stupid cheap" (forward P/E 12–15 vs. industry 30)
The divide-and-conquer method for researching companies with multiple business segments
Why "no moat" should scare you — and the framework for deciding whether to invest anyway
What gross margin expansion tells you about a business's future (the GreenLake effect)
Timestamps
00:00 — Welcome back: the game is AI
01:53 — How Stephen found HPE on a stock screener
03:32 — HP vs. HPE: the spin-off explained
06:24 — GreenLake: the $3.5B subscription machine
08:24 — From under $13 to $60: the rocket ship
12:54 — The $1.2B Vultr order and the Oracle halo
13:40 — How to research multi-segment companies
17:09 — "Stupid cheap"? The valuation puzzle
19:26 — The moat question
24:52 — A management team that's been together 7 years
28:13 — Confession: Stephen sold everything to trade HPE
29:17 — Gross margins and the GreenLake effect
31:35 — The fear: "it's like a bad breakup"
36:14 — Three years of revenue for one acquisition
40:15 — Listener shout-outs: Zachary and William
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Download Cash App Today: https://click.cash.app/ui6m/0th4z72y #CashAppPod As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Bitcoin services provided by Block, Inc. For additional information, see the Bitcoin disclosures.
Shopify: Stop waiting for permission to build something. Your next revenue stream starts for free at shopify.com/beginners
Turn your biggest monthly expense into rewards. Bilt lets you earn points on rent payments with no transaction fees, redeemable for travel, fitness classes, and more at joinbilt.com/investing
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Take your investing up a notch with MooMoo — commission-free trading, pro-level research tools, and real-time market data, all in one app. Get started at start.moomoo.com/BEGINNERS
Sending money across borders? Wise gives you the real exchange rate with low, transparent fees and no hidden markups. Join millions managing money globally at wise.com
Interested in how your company sponsor the show? Reach us at equity@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoicesPath to Confidence Finale: The Habits That Build a Confident Investor
15/10/2026 | 54 minConfidence in investing doesn't mean you feel certain — like you finally found the right stock and now you're just calm. Real confidence is way less emotional than that. It's about having habits that keep you from doing dumb stuff when you're scared, or dumb stuff when you're excited.
In the finale of the Path to Confidence series, Stephen and Andrew break down the investing habits that actually build confidence over time — habits that build trust in you, not the market. Stephen shares his three-tier habit system (Input, Decision, Review), Andrew shares the guardrails that keep his emotions out of his decisions, and they get honest about the bad habits they've had to kill along the way — from paralysis by analysis to putting off sleep to binge a show at 10pm.
Plus: why your brain literally rewires itself every time you build a habit, the 24-hour rule everyone should steal, and the number one rule of confident investing — be intellectually honest with yourself.
What You Will Learn
Why confidence isn't certainty — it's habits that protect you from your own emotions
Stephen's 3-tier system: Input habits (what you consume), Decision habits (guardrails for choices), Review habits (regular check-ins)
Habit stacking: how to attach a new habit to one you already have so it sticks
Andrew's rule: never make an investing decision the same day — let it percolate overnight
The 24-hour rule: the one habit everyone should steal to kill emotional decisions
"Paralysis by analysis" — why endless learning without executing is the beginner's most destructive habit
Stephen's story: trying to keep up with Andrew, burning out, and course-correcting before it cost him everything
How your brain physically builds new neural pathways when you form a habit
The #1 rule: be intellectually honest with yourself about what actually works for you
Timestamps
00:00 — Welcome in: the Path to Confidence finale
08:50 — The habits that creep in on you (and where they can lead)
10:56 — Andrew's confession: paralysis by analysis
14:31 — Habit stacking, explained
17:18 — Stephen's 3-tier system: Input, Decision, Review
22:49 — Andrew's rule: never decide on the same day
34:36 — Emotional mistakes: buying the rip
38:31 — Stephen's worst habit: refusing to sleep
41:15 — Measuring sticks and the circle of competence
46:51 — The 24-hour rule everyone should steal
48:57 — Your brain on habits (Switch on Your Brain)
50:48 — The weekly solo reset: quiet time in nature
51:21 — Rule #1: be intellectually honest with yourself
Resources Mentioned
The Value Spotlight Newsletter: https://einvestingforbeginners.com/value-spotlight-newsletter/
Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!
Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Download Cash App Today: https://click.cash.app/ui6m/0th4z72y #CashAppPod As a Cash App partner, I may earn a commission when you sign up for a Cash App account. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Bitcoin services provided by Block, Inc. For additional information, see the Bitcoin disclosures.
Shopify: Stop waiting for permission to build something. Your next revenue stream starts for free at shopify.com/beginners
Turn your biggest monthly expense into rewards. Bilt lets you earn points on rent payments with no transaction fees, redeemable for travel, fitness classes, and more at joinbilt.com/investing
Supercharge your productivity and automate your daily tasks by building custom AI agents in your all-in-one workspace at https://notion.com/investing
Take your investing up a notch with MooMoo — commission-free trading, pro-level research tools, and real-time market data, all in one app. Get started at start.moomoo.com/BEGINNERS
Sending money across borders? Wise gives you the real exchange rate with low, transparent fees and no hidden markups. Join millions managing money globally at wise.com
Interested in how your company sponsor the show? Reach us at equity@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Acerca de The Investing for Beginners Podcast - Your Path to Financial Freedom
The Investing for Beginners Podcast teaches you how to buy your first stocks and build long-term wealth in the stock market— without the hype or confusing jargon.
Hosts Andrew Sather and Stephen Morris break down value investing fundamentals into plain English: how to read financial statements, value a company, avoid common beginner mistakes, and build a long-term portfolio you can actually stick with.
Plus, in our At Any Rate episodes with host Evan Raidt, we tackle the personal finance side of wealth building— paying off debt, budgeting, saving, and the money debates every household faces before (and while) investing.
Stop chasing "get-rich-quick" schemes and start building your path to financial freedom, one episode at a time. Follow for more.
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