201: Hayden Beamish – The Legwork, Execution and Management of Institutional Investments
Chat With Traders
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How to Identify an Opportunity to Invest
Aaron: We have a screen where we've got certain metrics we look for and I'll rank all the metrics say it's margin, forward EPS growth, insider ownership, return on invested capital, a few others. The next step is to meet management is the main criteria we need to meet management we need some third party verification so we like to speak to whoever will pick up the phone says customers competitors ex staff members whoever we can really in the industry just to get a bit of external verification. Once once that has been taken into account we'd then go visit visit the assets but an example actually was one of the businesses around the corner from us was Polly Novo which is a burns
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