Pick Winning Stocks with a Stock Investing Checklist w/ Clay Finck (TIP656)

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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▶️ RELATED EPISODES:
- Old Dominion Freight Line Stock Deep Dive | Best Quality Idea Q3 2024: https://youtu.be/eBP3qEgXDxg
- 7 Powers: Business Durability & Strategy Masterclass w/ Hamilton Helmer: https://youtu.be/j7Vn7l8QtxU
- Evolution AB Stock Deep Dive | Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve: https://youtu.be/99kuCMDxmGQ
- "The biggest risk is always what no one sees coming." - Morgan Housel: https://youtu.be/pt6m4JzZJ14
- The BEST Investor You've NEVER Heard Of: Nick Sleep: https://youtu.be/YJQaKHnurpo

🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB

🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com

📖 BOOKS MENTIONED:
- The Investment Checklist: https://amzn.to/3Tb8A0q
- 7 Powers: https://amzn.to/3XxKek9
- Investment Intelligence from Insider Trading: https://amzn.to/4e3CLhQ

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀

💡 OTHER RESOURCES
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/

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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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