Stocks4Docs

Learn About Options Trading

Wed, 20 Apr 2022 09:00:00 -0700

In this episode, we discuss the basics of stock options and what to consider before getting into options trading.

How to Plan for Retirement

Wed, 13 Apr 2022 12:00:00 -0700

Stocks4Docs 1 Year Episode - A Recap

Wed, 06 Apr 2022 11:00:00 -0700

It's our 1st birthday! In this episode, we recap the topics discussed in the past year, how we've grown, and what our plans are for the future.

Interview with Dr. Taylor

Wed, 16 Mar 2022 07:00:00 -0700

In this episode, I chat with Altelisha "Lisha" Taylor, M.D., M.P.H., the Founder of Career Money Moves on how to get started investing, the benefits of index investing, and some examples of a sample portfolio. We also discuss how to handle the dilemma of "pay down debt vs invest".

Should I invest in bonds?

Wed, 09 Mar 2022 08:00:00 -0800

What is a bond? Is it a good time to buy them?

Current market trends

Wed, 02 Mar 2022 07:00:00 -0800

What's going on with the market recently? Why has it dropped so much? What makes markets do this, and how should you as an investor react?

What You Need to Know About Inflation

Wed, 23 Feb 2022 07:00:00 -0800

In this episode, we walk through what inflation is and why you should care.

Interview with Louise Bedford

Wed, 09 Feb 2022 07:00:00 -0800

Have you ever second-guessed yourself on your journey to financial freedom? On this episode, we discuss how to deal with imposter syndrome when it comes to trading.

ETFs vs Index Funds vs Mutual Funds (and their expense ratios)

Mon, 07 Feb 2022 06:00:00 -0800

What are ETFs? and What are my favorite ones? What's the difference between index funds and mutual funds?

Back Door Roth IRA

Fri, 28 Jan 2022 07:00:00 -0800

Follow up from last week. What is the back door Roth IRA, is it legal? how does it work?

401k vs Roth IRA

Wed, 19 Jan 2022 07:00:00 -0800

What's the difference, and which one is better for you?

Interview with Dr. Mena Ramos and Dr. Kevin Bergman

Wed, 15 Dec 2021 07:00:00 -0800

Conversation with Dr. Ramos and Dr. Bergman, physician-turned-entrepreneurs from the Global Ultrasound institute.

Interview with Praveen Varshney on Real Estate Investing

Wed, 08 Dec 2021 07:00:00 -0800

Stock Dissection: PLTN

Wed, 01 Dec 2021 07:00:00 -0800

My stock dissection series continues this week with Peloton. Does it make the cut as a value company? Should you consider investing in it? Let's find out together.

Stock Dissection: TWLO

Wed, 24 Nov 2021 07:00:00 -0800

My stock dissection series continues this week with Twilio, Inc. Does it make the cut as a value company? Should you consider investing in it? Let's find out together.

Interview with Navin Goyal, MD

Wed, 17 Nov 2021 07:00:00 -0800

This week, we sit down with Dr. Navin Goyal, who started two successful companies after leaving his practice as an Anesthesiologist and now provides opportunities for new companies and investors who are solving meaningful problems.

Interview with Tommye Hinton, RN

Wed, 10 Nov 2021 06:00:00 -0800

In this episode of Stocks4Docs, I interview Tommye Hinton, RN, founder of Brown ePoints, on financial literacy among nurses.

Interview with Dr. Neil Ray, startup CEO

Wed, 03 Nov 2021 00:00:00 -0700

This week, we sit down with Dr. Neil Ray, who is both a physician and the CEO of Raydiant Oximetry, a medical tech start-up he funded and built himself. From personal funding to private sector investors, Neil reveals how he got his idea up and running.

Stock Dissection: INVA

Wed, 27 Oct 2021 10:00:00 -0700

After a brief hiatus, my stock dissection series continues with Innoviva, a company with a portfolio of royalties and other healthcare assets.

Interview with a Long-Time Value Investor: Jeff Hohner Part 2

Wed, 22 Sep 2021 00:00:00 -0700

My interview with Jeff Hohner continues! Jeff has been value investing for decades and is the president of Tecumseh Capital, an investment firm active in startups, public and private equity, private debt and real estate...so needless to say he has a wealth of incredible investment experience to learn from. Tune in to hear his wisdom!

Interview with a Long-Time Value Investor: Jeff Hohner Part 1

Wed, 08 Sep 2021 04:00:00 -0700

In this episode of Stocks4Docs, I interview a veteran value investor, entrepreneur, pub owner, and friend Jeff Hohner, the president of Tecumseh Capital. We discuss what drew him to value investing and how he has been so successful. He has so many excellent words of wisdom, you won't want to miss this interview!

Stock Dissection: Berkshire Hathaway (BRK-B)

Wed, 25 Aug 2021 11:00:00 -0700

My stock dissection series continues with Berkshire Hathaway, which is most well known for its CEO, Warren Buffett. Is BRK-B a good value company for your watchlist? In this episode, I apply the 4 Principles of Value Investing to answer that question.

Expensive Errors... and How to Avoid Them

Wed, 18 Aug 2021 10:00:00 -0700

When you learn a new skill, mistakes are inevitable; in fact, they can be an excellent way to learn. Unfortunately, investing mistakes can be very costly. In this podcast, I break down some of the most common (and expensive!) errors investors make, so that you can avoid them.

What is Price-to-Earning (P/E) Ratio?

Wed, 11 Aug 2021 10:00:00 -0700

In this episode, I'll teach you an equation to help you determine whether a company's stock is under- or over-valued: the price-to-earnings (or P/E) ratio. What does the P/E ratio mean and how do you use it? Tune in to find out! 1

Investing with Your Values: An Interview with Praveen Varshney

Wed, 04 Aug 2021 13:00:00 -0700

What if we invested in alignment with our values, rather than in what gives us the greatest return? This is called socially-responsible investing, and it can change the world for the better. In this episode, Praveen Varshney (principal of Varshney Capital) tells the story of how he started investing in his values and why he firmly believes that your view of the world changes when you begin "voting with your capital."

Stock Dissection: SVB Financial Group (SIVB)

Wed, 28 Jul 2021 11:00:00 -0700

My stock dissection series continues with an examination of Silicon Valley Bank (SVB Financial Group, or SIVB). Is this a good stock pick for a value investor? Tune in as I apply the principles of value investing and find out.

Interview with a Start-Up Investor, Mahendra Ramsinghani

Wed, 21 Jul 2021 08:00:00 -0700

While public markets are a great investment opportunity, most investors balance their portfolios with alternative assets such as private equity / venture capital. However, these are often high risk and inaccessible to most investors. Mahendra Ramsinghani, who has been an investor in Silicon Valley for over a decade and generated upwards of 50% IRR, will share his insights on this secret corner of the market. And oh - he is the author of the seminal book "The Business of Venture Capital"; a few signed copies will be given away to our listeners. Tune in for the next episode to find out the how and why of venture capital investments.

What is Earnings Per Share (EPS)?

Wed, 14 Jul 2021 13:00:00 -0700

When you first start investing, it can feel like there's a ton of acronyms to learn. In this episode, I simplify EPI, or "earns per share." Tune in to learn what it is and how you should use it.

Interview with Dr. Stephanie Pearson, an Expert in Disability Insurance

Wed, 07 Jul 2021 00:00:00 -0700

In this episode, I interview Dr. Stephanie Pearson, a broker specializing in disability and life insurance for physicians. Injured in the prime of her career as a board-certified OB/GYN, Stephanie was forced to pivot her career and found a new calling in advocating for and educating her peers on their insurance needs.

An Interview with the Tired Superheroine, Dr. Barbara Hamilton

Wed, 30 Jun 2021 00:00:00 -0700

In this episode, I chat with Dr. Barbara Hamilton, an interventional radiologist and author of the “Tired Superheroine” blog. She shared her wisdom about creating financial momentum early in your career, whether to rent or buy a home, the value of being selectively cheap, and more.

Investing in Your Children: An Interview with Dr. Milana Boukhman

Wed, 23 Jun 2021 00:00:00 -0700

In this episode, I sit down with Dr. Milana Boukhman, Clinical Professor of Emergency Medicine at Stanford Medical School. We dove into her insights and experience with finance and investments, how to invest for your children's future, and the value of teaching children from a young age about respecting finance and understanding money.

Making Your First Investment

Tue, 15 Jun 2021 00:00:00 -0700

So you've done your homework. You've applied the "4 Principles of Value Investing" to your stock pick, and you're ready to make your first investment. But how do you actually do that? In this episode, I guide you through the logistics of how to purchase stock in a company.

All About Student Loans with Dr. Michael Jerkins, Panacea Financial

Wed, 09 Jun 2021 00:00:00 -0700

Student loan debt is usually the biggest financial hurdle for young doctors. In this episode, I sit down with Dr. Michael Jerkins to talk about all things student loans, from repayment planning to how COVID has changed the landscape. Michael is the co-founder of Panacea Financial, a bank built for doctors, by doctors.

An Interview with Dr. Bonnie Koo, Wealthy Mom MD

Wed, 02 Jun 2021 00:00:00 -0700

In this episode, I chat with fellow physician, podcaster, and financial enthusiast Dr. Bonnie Koo, the host of Wealthy Mom, MD. Bonnie is a board-certified dermatologist who’s passionate about teaching personal finance strategies designed specifically for women physicians. We discuss financial advice for early-career physicians, what it really means to "have it all," and much more.

The Path to Financial Literacy with Douglas Younger, III

Tue, 25 May 2021 22:00:00 -0700

Getting started on your financial literacy journey can be tough. To give you a jumpstart, Viveta welcomes a long-time friend to discuss starting the journey of investing. Douglas Younger, CEO of 3STEPS4WARD, a marketing company, discusses what it was like growing up the son of a financial advisor, his views on investing, and how they’ve evolved over the years. Learn about his early investments in his passions as he stresses the importance of having exit strategies and his tools for learning financial literacy.

Berkshire Hathaway's Annual Shareholders Meeting

Wed, 19 May 2021 07:00:00 -0700

The biggest financial event of the year just took place: the Berkshire Hathway annual shareholder's meeting. In episode 11 of the Stocks4Docs podcast, I go over the highlights and takeaways from the event that you need to know.

Stock Dissection: Microsoft

Wed, 12 May 2021 00:00:00 -0700

We've covered the four principles of value investing—now it's time to put what we've learned into practice! In this episode, we'll dissect one of the world's most popular companies, Microsoft. Does it make the cut as a value company? Should you consider investing in it? Let's find out together.

An Interview with Christine Benz of Morningstar

Wed, 05 May 2021 10:00:00 -0700

Stocks4Docs welcomes Christine Benz, Personal Finance Director of Morningstar and one of the top 100 most influential women in finance according to Barron's. Christine offers advice to novice investors on constructing an investment portfolio and deciding where to invest in a post-COVID world.

Q&A with a Stock Market Trader

Wed, 28 Apr 2021 00:00:00 -0700

When you first start investing, all the terms can be overwhelming. In this episode of Stocks4Docs, guest Russ Armstrong helps demystify the essentials you need to know: stocks vs. mutual funds, index vs. ETF, and much more. Russ is Head of Business Development and VP of Strategy at Boast.AI, the Co-Founder of Limelight platform, and a go-to-market leader in the B2B SaaS space.

The Four Principles of Value Investing: Part 4 Price

Wed, 21 Apr 2021 00:00:00 -0700

In this episode, Viveta discusses the last (and arguably most important) of Charlie Munger's Four Principles: price. How do you know what a company's stock is truly worth? Spoiler alert: it has nothing to do with what the market values it at! Learn how to calculate value in a factual, non-emotional way.

The Four Principles of Value Investing: Part 3 Management

Wed, 14 Apr 2021 10:00:00 -0700

Viveta guides her listeners on a deep-dive into Principle Three: Management. How can you tell if a company has the integrity and talent it takes to succeed long-term? What should you be on the lookout for when researching a company's founder/CEO, board of directors, shareholder letters, and more? Tune in to find out.

How to Analyze Your Options

Wed, 07 Apr 2021 00:00:00 -0700

Dr. Sam Shen joins us this week to discuss how you can begin to assess investment options and make informed decisions, no matter what point you’re at in your career. Find out about index funds, when and how they’re useful, and take a deep dive into what to look for when you’re ready to invest in individual company stocks.

The Four Principles of Value Investing: Part 2

Wed, 31 Mar 2021 00:00:00 -0700

In this episode, Viveta goes in-depth on the second of Charlie Munger's Four Principles of Value Investing. Learn what it means for a company to have an economic moat and why it matters when you're deciding what to invest in. Hear about examples of each type of moat and find out how to identify these unique characteristics in your investment research.

The Four Principles of Value Investing: Part 1

Wed, 24 Mar 2021 00:00:00 -0700

Join Viveta as she continues sharing Charlie Munger’s Four Principles and how (and when!) to use them to take the vital signs of a company before investing. The Circle of Competence is the first one… find out why it’s important to invest in the areas you know best. Learn how to use the knowledge, skills, hobbies, and passions from your own life to explore which companies you want to start investing in.

How to Get Started With Value Investing

Wed, 17 Mar 2021 00:00:00 -0700

What is value investing? In this episode Viveta discusses what it is and why she believes in it. You’ll learn its four basic principles as defined by Charlie Munger, icon of intelligent investing and the Vice Chairman of Berkshire Hathaway, and find out what it means to build your investment Watch List. Viveta also shares key resource recommendations to help you grow your financial knowledge.

Types of Investing

Wed, 10 Mar 2021 01:00:00 -0800

Welcome to Stocks4Docs, a podcast to educate healthcare professionals on personal finance and wealth management. Join Dr. Viveta Lobo and take the first steps toward gaining more freedom for your future - by taking control of your finances and learning to build wealth. In this episode we explore basic concepts related to investing in the stock market, learn basic financial lingo, and discuss how to start finding companies to invest in.

Introduction

Wed, 10 Mar 2021 00:00:00 -0800