IFB353: Mastering Investment Checklists - A Deep Dive with American Express

The Investing for Beginners Podcast - Your Path to Financial Freedom

Το περιεχόμενο παρέχεται από το Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

2M ago 1:00:00

MP3•Αρχική οθόνη επεισοδίου

Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits.

[0:00 - 0:50] Introduction

Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists in investing.

[0:51 - 2:28] Importance of Checklists

Discussion on the significance of checklists in investing, emphasizing their role in avoiding mistakes and ensuring comprehensive analysis.

[2:29 - 9:15] American Express Case Study

The hosts demonstrate how to apply a value checklist to American Express, showcasing its practical use in evaluating a company.

[9:16 - 12:18] Secular Trends and Tailwinds

Explanation of how secular trends can impact investment decisions and the importance of identifying tailwinds for easier growth.

[12:19 - 19:17] Financial Analysis

Overview of key financial metrics to consider, such as revenue growth and profit margins, and their role in the checklist.

[19:18 - 28:37] Competition and Moats

Discussion on analyzing competition and identifying a company's competitive advantage or moat, with examples from American Express.

[28:38 - 40:02] Risks and Management

Examination of potential risks and the importance of evaluating management quality and decision-making.

[40:03 - 53:48] Valuation and Conclusion

Insights into the importance of valuation in investment decisions and a wrap-up of the checklist's benefits, encouraging listeners to apply these strategies.

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Nerdwallet.com/learnmore

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

501 επεισόδια

#Trading #Business #Andrew Sather #Dave Ahern | Stock Market Guide to Buying Stocks like