Today's episode features Clay offering a detailed guide on creating an investment checklist to help avoid picking and losing stocks. An investment checklist, along with a thorough fundamental analysis, is crucial for making informed decisions in the investing world.
IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:00:42 - The importance of fundamental research 00:03:46 - How to generate investment ideas 00:06:00 - Starting fundamental research 00:11:29 - Understanding customers 00:18:28 - Understanding the competitive advantage 00:23:17 - Analyzing the operations and financials 00:24:50 - Risks 00:28:24 - Return on invested capital 00:29:56 - Earnings and cash flows 00:32:55 - Cyclicality 00:36:17 - Operating leverage 00:37:26 - Working capital and capital expenditures 00:40:30 - Assessing management 00:44:09 - Compensation 00:52:02 - A business is its people 00:54:56 - Capital allocation 00:56:57 - Judging their character 01:01:12 - Growth opportunities 01:07:17 - TIP Mastermind Community
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ABOUT OUR SHOW 🎙 On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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