Finding Good Fundamental Plays in the Stock Market

Ever wondered how a stock market maven approaches investing? Get ready to have your curiosity sated as we engage with Brad Freeman, a fundamental analysis expert, who opens up about his journey into the intricate world of investing. In this chat, Brad demystifies the complexities of the stock market and reveals his unique approach to investing, which he developed under the watchful eye of his father.

This episode doesn't just stop at Brad's personal journey. We delve into the nitty-gritty of company analysis, debunking the myth of free cash flow multiples, and examining how mark-to-market equity valuation gains or losses can impact net income in unpredictable ways. Brad enlightens us on the earnings cycle, the elusive phenomenon of FOMO, and his criteria for exiting a position. We also share some free resources to boost your stock-picking expertise.

Finally, we take a deeper dive into why sentiment and short-term factors rarely influence Brad's investment strategies. Did you know how impactful free cash flow and risk management can be? Brad shares his strategy on position sizing for different stocks and sheds light on the various levels of conviction. We also discuss the noise that popular financial apps bring to the stock market. Tune in for a refreshing perspective on stock market dynamics and investment strategies, all from an insider's point of view.

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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