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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🎧 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/e...

📖 BOOKS MENTIONED:
- The Investment Checklist by Michael Shearn: https://amzn.to/3Tb8A0q
- 7 Powers by Hamilton Helmer: https://amzn.to/3XxKek9
- Investment Intelligence from Insider Trading by H. Nejat Seyhun: 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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