The Investing for Beginners Podcast - Your Path to Financial Freedom How to Evaluate Stocks as a Beginner with Brian Feroldi
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Jul 29, 2024 Brian Feroldi, a contributor from Long Term Mindset, shares his expertise in stock valuation and investment strategies. He discusses how to research companies effectively and the importance of analyzing cash flow for financial health. Feroldi emphasizes the significance of assessing company moats, or competitive advantages, and highlights the role of strong customer relationships in a company's success. He provides actionable tips for beginners on evaluating financial statements and encourages a long-term mindset for sustainable investing.
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Initial Company Research
- Start company research with Google and "investor relations".
- Quickly assess the investor relations website and presentations for interest and profitability.
Avoiding Kool-Aid
- Compare investor presentations to avoid excessive bullishness.
- Look for truly outstanding numbers or unique aspects, like CrowdStrike's 98% customer retention.
Balance Sheet Analysis
- Analyze company financials, starting with the balance sheet.
- Check cash, receivables, inventory, goodwill, debt levels, and shareholder equity for financial health.