MI321: Uncovering Stocks Like A Pro w/ Stephen Clapham
发布时间 2024-01-23 10:00:00 来源
摘要
Kyle Grieve chats with Stephen Clapham about how to use “laterals” to leverage your circle of competence and find great ideas, simple ways to test your investment hypothesis, methods to reduce your exposure to investing frauds, the importance of investing in businesses with properly incentivized management, why you should pay close attention to the value a business's debt, the role that stock charts can play in a fundamental investors toolbox, the power of simplicity in valuation, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:54 - How to detect frauds.
04:55 - How to find interesting ideas in different geographies.
11:31 - How to utilize your friends as an investing filter.
17:42 - How charts can help you identify great opportunities even if you are a fundamentally focused investor.
18:16 - The importance of market perception.
25:16 - Management red flag.
31:34 - Why you should place a heavy emphasis on back-of-the-envelope evaluations.
35:24 - Why it’s important to have the skill to detect frauds.
41:01 - The pitfalls of ESG investing.
46:30 - The best ways to build investing skills.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Pick up Stephen’s book: The Smart Money Method here.
Subscribe to Stephens’s Newsletter here.
Check out Stephen’s courses here.
Check out the books mentioned in the podcast here.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Toyota
DeleteMe
Fundrise
Linkedin Marketing Solutions
NerdWallet
TurboTax
NetSuite
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Stephen: Twitter | Newsletter | LinkedIn
Learn more about your ad choices. Visit megaphone.fm/adchoices
GPT-4正在为你翻译摘要中......