Navigating the Risks of Stock Investing

As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies.

A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details?

Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy.

In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process.

For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide:  https://bit.ly/3LOexg2

Topics Discussed:

• Buffett selling stock
• Treasury bonds and P/E ratios
• Boeing woes
• Rule of 72
• Terumo
• OTC companies
• 
  

Resources Discussed:

• All In podcast
• Rule #1 by Phil Town
• Invested by Danielle and Phil Town

Learn more about your ad choices. Visit megaphone.fm/adchoices