We Study Billionaires - The Investor’s Podcast Network

TIP375: Creating an Investing Checklist w/ Brian Feroldi

Sep 3, 2021

Brian Feroldi, an expert covering healthcare and technology for The Motley Fool, joins the discussion with insights on achieving financial wellness before diving into investing. He shares his practical investing checklist and the 11 essential criteria for selling stocks effectively. The conversation touches on the importance of assessing a company's leadership and the nuances of position sizing, all while emphasizing the value of consistent investing habits. Tune in for tips on refining your investment strategy!

59:15

Episode guests

Brian Feroldi

AI Chapters

Episode notes

Intro

5min

Navigating Personal Finance

6min

Mastering Investment Decisions with a Checklist

11min

Strategic Investing in Healthcare and Tech

11min

Evaluating Management for Investment Success

7min

Navigating Investment Decisions

21min

Reflections on Consistency and Investing Resources

2min

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content.

IN THIS EPISODE, YOU'LL LEARN:

(01:15) How to approach financial wellness, before even thinking about investing.
(11:12) Brian’s fascinating investing checklist for buying.
(14:22) Brian’s 11 criteria for selling a stock .
And a whole lot more.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Brian Feroldi Website.
Brian Feroldi Twitter.
Brian’s Investing Checklist.
Brian’s writings on The Motley Fool.
Rich Dad, Poor Dad Book.
Trey Lockerbie Twitter.

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