The Intrinsic Value Podcast - The Investor’s Podcast Network MI321: Uncovering Stocks Like A Pro w/ Stephen Clapham
14 snips
Jan 23, 2024 Experienced investor and author, Stephen Clapham, shares valuable insights on detecting frauds, finding interesting ideas in different geographies, leveraging friends as an investing filter, utilizing stock charts, evaluating management red flags, heavy emphasis on back-of-the-envelope evaluations, pitfalls of ESG investing, and the best ways to build investing skills.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Uncovering Investment Ideas with 'Laterals'
02:45 • 11min
Identifying Fraudulent Investment and Analyzing Margins
13:43 • 8min
Understanding Market Psychology and Using Charts in Stock Market Analysis
21:39 • 5min
The Importance of Incentives in Corporate Management
26:26 • 5min
The Importance of Avoiding Stocks with Failing Financial Health
31:09 • 12min
Exercise Caution and Beware of Market Froth
43:01 • 4min
The Stance on ESG Investing and the Importance of Governance
47:30 • 5min
Building Skills and Overcoming Imposter Syndrome in Investing
52:47 • 13min
Connecting with the Guest and Accessing Investing Resources
01:06:11 • 3min