How Many Companies Are on Your Watch List?

In the beginning, we discussed Rob’s idea generation and how it changed over time. He also explained how he currently finds ideas.
At 03:08 we are talking about filters he uses.
At 04:53 Robert Vinall explains what minimum standards he has on a country level.
At 05:15 we are talking about factors that make a company perfectly uninvestiable. We also look on debt or cyclical companies.
At 07:09 Rob explains the next steps in his investment process.
At 09:22 we are talking about the role of numbers in his process.
At 10:55 Robert Vinall tells more about his preferred sources to gather information about a company.
At 12:37 we ask the question: How long does a research process usually take? Rob answers it with two examples.
At 17:13 the value investor Rob Vinall explains how he spends his time researching companies.
At 18.34 the question “How much detail is important for you?” is raised.
At 19:48 we discuss the relation between details and key drivers and mechanisms. We also discuss some examples for this relation.
At 23:10 we are talking about selling and the reasons for selling.
At 25:24 we discuss the question “How do you track companies you have sold?”.
At 26:31 Robert Vinall gives some insights in his watchlist.

What is a good Investment process? A talk with Rob Vinall appeared first on Good Investing - Understanding businesses & Connecting investors.