273- Four Ms Checklist: Management Analysis Part 3

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 7 July 2020

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Analyzing management of a company can be mostly subjective, so you must strongly consider the objective numbers—numbers that clue us in to the ability of management to allocate capital properly. This week on InvestED, Phil and Danielle discuss key elements of a quality business, including low debt, high return on invested capital, high free cash flow, and how you can use them to predict a company’s future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are you ready for a Monzo Business Bank Account?
0:03.3	Heather from the Accountant's Growth Club was,
0:05.3	knowing what cash I have is really important and Monzo Business makes it easy.
0:09.8	It automatically puts 20% of my income into a tax pot.
0:14.0	When it's time to pay your VAT, I always know the money's there.
0:17.0	If you're ready for a Monzo business account, apply today.
0:20.0	Just search Monzo Business. Only sole traders or limited company directors in the UK can apply.
0:25.0	Get tax pots with Monzo Business Pro for £5 a month.
0:28.1	Te's and sees apply. Hey everybody this is Phil Town and this is
0:35.0	Phil Town and this is Danielle Town.
0:38.0	Welcome to the Invested Podcast.
0:40.0	We are definitely deep into learning Warren Buffett, Charlie Monger, Ben Graham
0:47.5	investing, value investing, some people call it. Where the essence of it is that you are buying wonderful businesses and you're buying them when they're cheap and you're buying them when they're cheap and they get cheap because there's fear that goes out into the market that these things are going to be going
1:05.7	down for some reason and if there's good reasons then we want to buy it if there's
1:11.1	bad reasons we don't want to buy it either.
1:14.6	And right now we are going through a checklist that we're going to be back to this time.
1:19.2	Yeah, yes.
1:20.2	We get gay us.
1:21.3	That's a great sentiment. We are in the
1:25.0	in the middle of a...
1:28.0	It sounds long because we've been through a lot of episodes about it,
1:32.0	but it's really actually not that long this checklist.
	...

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