453- The Weather- Numbers Almost Enough

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 18 January 2024

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Following up on last week’s discussion about the “weather” of a business, or how the climate of various internal and external factors can influence the long-term success of your prospective investment. With so much data available at our fingertip, how can we know what information is useful for research and what can safely be left out of our analyses? Whether you’re looking into a company’s direct competitors or doing a bird’s eye view of a whole market sector, knowing when to go deeper vs when to stop digging is an incredibly useful skill to have in the world of 21st century global finance. For the value investor, the ability to reliably ascertain the value of a business is crucial for finding the right moment for a good deal. Listen in this week as Phil and Danielle ponder the age old question of “what is enough?” When it comes to your investments, where is the magic line between being adequately informed and wasting your time? For a better understanding of a business’s future success, click here to get your free copy of The 5 Moats Investment Guide: https://bit.ly/3Kmb33J Topics Discussed: Being paralyzed by the research process Netflix growth issues Evaluating a business’s moat Instinct in the investing process Change vs stability Resources Discussed: Invested Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Is your bank at home in three markets or 53?
0:05.0	With on-the-ground specialists in over 50 markets,
0:09.0	HSBC UK has been voted the leading bank for trade for the last seven years so let us help
0:14.5	you navigate international business like a local search H.S.C. International
0:19.4	Bank to find out more. H.S.B.C. UK, opening up a world of opportunity.
0:24.5	Voted the UK's Best Trade Finance Bank for seven consecutive years by Euromoney UK Trade Finance
0:29.1	Survey 2023. 3.
0:33.0	Hey everybody.
0:35.0	Hey everybody. Hey everybody, this is Phil Town.
0:41.0	Hey everybody, this is Phil Town. And this is Phil Town and this is Danielle Town there she is my daughter and
0:46.1	we're here for the invested podcast which we've been loving to do for years now and
0:51.0	it's about time we talk about something about how to look at
0:57.3	companies to start with I mean where to look what to do kind of where to jump in right yeah exactly is that a good way to say what we were
1:07.0	talking about last time yeah well what we were talking about last time we decided to call
1:09.9	the weather which I loved because it's like we've talked so so much in great
1:16.3	detail about specific companies okay here's company X here's what you do within that company and I think what's been kind of
1:28.4	nagging at me is what do I do not with that exact company but like with what's around that
1:36.4	company all the other competitors they have similar companies the ones that aren't similar necessarily but sort of
1:46.3	relate to them, the ones that are in the industry, the ones that are in like a surrounding sector and then the bigger things we've
1:58.3	kind of been getting to a little bit talking about like the currency that they're in, the stock market they trade on,
2:08.4	and like their country of origin or other major countries where they manufacture or maybe
2:12.4	where their
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Phil Town & Danielle Town, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Phil Town & Danielle Town and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.