The Wealth Without Wall Street Podcast

Round Table | How We Research Investments: Step-by-Step Analysis

Jun 25, 2024

Learn how to research investments like a pro with essential tests, questions, and factors. Understand Investor DNA, create Investor Buy Box, and perform due diligence. Dive into real-life examples and master investment research skills for financial success.

51:39

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Quick takeaways

Perform essential tests before investing in deals.

Ask critical questions to make informed investment decisions.

Verify key factors and conduct thorough due diligence for investments.

Deep dives

Main Ideas

The podcast episode discusses key principles for successful investing, focusing on the importance of due diligence and asking critical questions before investing in deals. Examples include determining an exit strategy, understanding track records, and verifying data through resources like the SEC's Edgar database.

Intro

4min

Thorough Research and Analysis of Investments in Alternative Investing

4min

Making Investment Decisions based on Personal Experiences and Beliefs

6min

Personalized Investment Criteria and Investor DNA

4min

Roles in Investment Deals and Importance of Data

7min

Ensuring Data Accuracy and Financial Understanding in Investments

8min

Importance of Verifying Investments and Due Diligence

19min

How do you know if an investment opportunity is good for you? In today's conversation, our dream team of financial coaches breaks down the essential steps to analyze investments like a pro. Discover the critical tests you must perform before considering any investment, the vital questions to ask, and the key factors to verify before sealing the deal.

Dive into the importance of understanding your Investor DNA, creating your Investor Buy Box, and performing due diligence. Pay attention as our coaches present a real-life example to apply their step-by-step framework.

Ready to master the art of investment research? Don't miss out on these invaluable insights!

Top three things you will learn:

-Tests you must do before looking toward investing

-Questions to ask before making a decision

-Things you need to verify before moving forward with the deal

Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.

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