490- Talking Terumo part 2

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Business, Investing

4.6 • 1.6K Ratings

🗓️ 27 November 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies. A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details? Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy. In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process. For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide: https://bit.ly/3LOexg2 Topics Discussed: Buffett selling stock Treasury bonds and P/E ratios Boeing woes Rule of 72 Terumo OTC companies Resources Discussed: All In podcast Rule #1 by Phil Town Invested by Danielle and Phil Town Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You know what that is.
0:04.0	An ice cold beer.
0:07.0	What's different?
0:09.0	It's Budweiser.
0:11.0	Food longer for a refreshing, smooth taste.
0:15.0	Like no other.
0:20.0	Cheers to that. Budweiser, like no other.
0:22.6	Cheers to that. Budweiser, like no other.
0:25.6	Please drink responsibly.
0:26.6	For the facts, visit drinkaware.co.
0:28.6	com.
0:29.6	U.K.
0:30.6	Hey everybody, this is Phil Town.
0:41.6	And this is Danielle Town.
0:42.9	Welcome to the Invested podcast.
0:44.9	We're back with more, more, more, more in-depth investing stuff.
0:51.8	Just more.
0:52.3	For those of you who, you know, you really want to do it the way the best investors
0:57.7	in the world do it. And I'll happily include myself and that number.
1:02.6	Oh, my. This is a world first. Oh, my God. Good heavens. Oh, yeah.
1:12.4	Look, you're getting excited.
1:19.0	Yeah, well, you know, I got to pat myself in the back one time in 76 years.
	...

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