DiscoverThe Investing for Beginners Podcast - Your Path to Financial FreedomHow to Evaluate Stocks as a Beginner with Brian Feroldi
How to Evaluate Stocks as a Beginner with Brian Feroldi

How to Evaluate Stocks as a Beginner with Brian Feroldi

Update: 2024-07-29
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Welcome to The Investing For Beginners Podcast! I'm your host, Dave. Today, Brian Feroldi from Long Term Mindset shares wisdom on stock fundamentals, company moats, and financial statements. Whether you're a novice or seasoned investor, tune in for actionable insights and secrets to successful investing. Check the show notes for more!

00:00 Researching companies using Google and investor relations.

03:15 Quickly assess company info and potential interest.

07:58 Checking inventory, goodwill, and company growth preferences.

12:46 Analyze company's financials for growth and stability.

13:50 Analyze cash flow to assess company performance.

19:15 Customers reluctant to switch vendors, market leadership, low cost operations, brand value.

22:52 New shoe brand, cybersecurity, and streaming markets.

26:47 Customer behavior crucial in evaluating company's success.

28:54 Strong customer relationships, essential recurring revenue.

31:51 Importance of CEO's stock ownership in management assessment.

37:12 Long-term stock performance key for fundamental investing.

38:09 Long-term stock performance tells shareholder value story.

41:21 Free investment checklist with scoring system available.

Learn more about Brian:

X: @BrianFeroldi

Youtube: Long Term Mindset

LinkedIn: Brian Feroldi

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!

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here:  DCF Demystified Link

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How to Evaluate Stocks as a Beginner with Brian Feroldi

How to Evaluate Stocks as a Beginner with Brian Feroldi

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like