How Brad Approaches Valuation

In this episode of the Investing for Beginners Podcast, Brad Freeman from Stock Market Nerd joins the discussion to provide his insights on various investment strategies and the importance of understanding financial statements.

Brad shares his journey into the world of investing, the critical factors he considers when evaluating stocks, and the role of strong leadership in company success. He also dives into specific sectors like cybersecurity and explains his cautious approach to AI and bubble markets. Brad discusses his meticulous research process, his valuation techniques, and the influence of international investments on his portfolio.

00:00 Introduction and Guest Welcome

00:35 Why Choose Stocks?

03:10 Developing an Investment Framework

05:34 Learning from Mistakes

11:29 Research Process and Tools

25:20 Identifying Investment Opportunities

28:36 Evaluating Rubrik's Competitive Landscape

30:36 Building a Wishlist of High-Quality Companies

31:50 The Importance of Trusting CEOs

38:35 Valuation and Investment Strategies

42:46 Market Cap Preferences and Geographic Considerations

47:38 The AI Bubble and Investment Caution

54:19 Conclusion and Final Thoughts

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

More from Brad:

Stock Market Nerd

X: @StockMarketNerd

Instagram: @thestockmarketnerd

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