On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is key to distinguishing exceptional companies from mediocre ones.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:44 - Why fundamental research is essential to invest successfully.
04:47 - How to generate new investment ideas.
06:47 - How to understand the basics of a business.
08:31 - How to understand the customer base.
10:32 - How to determine the primary risk factors of a business.
19:19 - How to evaluate the strengths and weaknesses of a company.
28:25 - Which financial and operating ratios investors should monitor?
32:53 - How to determine the quality of a company’s earnings and management team.
01:06:51 - How to evaluate growth opportunities.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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