Motley Fool Money Where Do Stock Ideas Come From?
Mar 5, 2022
Yasser El-Shimy, a savvy analyst from Motley Fool, dives into the world of stock ideas, sharing his expertise on where to find them. He emphasizes the importance of observation and personal experiences, even using Amazon as a prime example. Yasser discusses strategies like 'cloning' successful investors and utilizing market trends for fresh stock picks. He also reveals how crucial tools like 10-K reports and investor letters are in assessing a company's potential, equipping listeners with actionable insights for their investment journey.
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Amazon Investment
- Yasser El-Shimy's first investment idea was Amazon.
- Observing numerous deliveries and recognizing the convenience and cost-effectiveness sparked his interest.
Clone Investments
- Clone investments from respected investors like Scott Miller or Terry Smith by analyzing their letters and holdings.
- This allows you to leverage their research and identify promising companies.
KKR Deep Dive
- John Rotonti invested in KKR after reading Scott Miller's letter stating it was his top pick.
- This led him to a two-month research process, discovering other respected investors also held significant KKR positions.
