Welcome to The Investing For Beginners Podcast! I'm your host, Dave. Today, Brian Feroldi from Long Term Mindset shares wisdom on stock fundamentals, company moats, and financial statements. Whether you're a novice or seasoned investor, tune in for actionable insights and secrets to successful investing. Check the show notes for more!
00:00 Researching companies using Google and investor relations.
03:15 Quickly assess company info and potential interest.
07:58 Checking inventory, goodwill, and company growth preferences.
12:46 Analyze company's financials for growth and stability.
13:50 Analyze cash flow to assess company performance.
19:15 Customers reluctant to switch vendors, market leadership, low cost operations, brand value.
22:52 New shoe brand, cybersecurity, and streaming markets.
26:47 Customer behavior crucial in evaluating company's success.
28:54 Strong customer relationships, essential recurring revenue.
31:51 Importance of CEO's stock ownership in management assessment.
37:12 Long-term stock performance key for fundamental investing.
38:09 Long-term stock performance tells shareholder value story.
41:21 Free investment checklist with scoring system available.
Learn more about Brian:
X: @BrianFeroldi
Youtube: Long Term Mindset
LinkedIn: Brian Feroldi
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
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Have questions? Send them to newsletter@einvestingforbeginners.com
Start learning how to value companies here: DCF Demystified Link
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