Q&A: Screening for Red Flags; Watchlist and Industry Map Building

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In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the methodology for building comprehensive industry maps and watchlists.

The episode offers practical advice for both novice and experienced investors, emphasizing the importance of thorough research and due diligence.

00:00 Welcome to Investing for Beginners

00:13 Screening for Red Flags in Companies

09:10 Building and Organizing a Watch List

16:32 Boring vs. Charismatic CEOs

19:55 Creating an Industry Map

33:49 Conclusion and Listener Questions

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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Today’s show is sponsored by:

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What do Dave and Andrew recommend?

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Have questions? Send them to ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

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