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Value investing in shares: applied curiosity & finding great companies ft. Gaurav Sodhi

Australian Finance Podcast

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How to Find Great Ideas Just by Talking to People

In that two to three-week period, say it's not fixed, but in that period, the analysts would be expected to go beyond just looking at what's in the financial statements. You really need to find something that is misunderstood or mispriced or have superior insights to someone else. That's why I think this job is not one you can do just nine to five or within a few hours. It's all these qualitative forces that are much harder than the numbers. The very fact that an experienced analyst can rip through numbers and the computer can Rip through numbers instantly tells you that you're not going to find great investment in ideas just by looking at numbers.

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