Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from “Chit Chat Stocks.” They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They emphasize learning from mistakes, gradual investment building, and continuous learning. Topics include Brett’s three-step research process, Ryan’s cautious investment approach, and the impact of management on stock performance. Tune in for valuable insights and strategies for better investment decisions.
00:00 Finding stock ideas through various sources and research.
06:16 Start with basics, understand company and business.
10:59 Analyze revenue growth, KPIs, valuation for companies.
18:37 Focus on few sectors you understand well.
24:17 Understanding industry takes patience, but profitable potential.
27:22 Learn, gather, understand, share, and improve.
35:20 Not into clutter, prefer gradual investment growth.
40:18 Assess company actions, CEO control, and incentives.
46:45 Investor day goals, executive metrics, shareholder caution.
49:53 Wells Fargo culture encouraged aggressive sales tactics.
54:25 Valuable products gaining industry share, selling strategically.
01:00:17 Listen to Chit Chat Stocks podcast. Available everywhere.
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You can find the transcript of today’s show below:
