We end up with about a 20 page document that is the answers to the check list. And if we can't get an answer, then that bit's too hard in that company. We stop the process and we throw that one into the too hard box. So that process of gathering the information on things that were not that easy to dig up results in. By the way, we're keeping all this information in a tool called a evernote,. which is its own kind of data base. It just build an new note book for what that is is a, what's at? Yes. O go to study companies. But i'm not giving you recommendations. And now i's got
So you’ve made it through the first two steps of the investing pyramid and are now wondering what comes next?
In this episode, Phil and Danielle walk through the first few steps of the Investing Checklist, explaining the importance of basic valuation, company research, and how your decision to include a company in your portfolio should be an iterative process.
You’ll also learn about helpful resources Phil, Danielle, and Rule #1 Workshop attendees use to see success, which are also linked below.
To dive deeper into the checklist, download your own copy of the must-have investing checklist for FREE here: https://bit.ly/303Fs2U
Topics discussed in this podcast:
- Investing Checklist
- Company Valuation
- Investing Research
- Helpful investing tools
- Case Studies/Historical Examples of Companies that Have Passed the Investing Checklist Steps
Additional resources discussed in this podcast:
For show notes and more information visit www.investedpodcast.com.
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