Insights on Selling Stocks and Evaluating Management from Brett and Ryan of Chit Chat Stocks

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 1 July 2024

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from "Chit Chat Stocks." They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They emphasize learning from mistakes, gradual investment building, and continuous learning. Topics include Brett's three-step research process, Ryan's cautious investment approach, and the impact of management on stock performance. Tune in for valuable insights and strategies for better investment decisions. 00:00 Finding stock ideas through various sources and research. 06:16 Start with basics, understand company and business. 10:59 Analyze revenue growth, KPIs, valuation for companies. 18:37 Focus on few sectors you understand well. 24:17 Understanding industry takes patience, but profitable potential. 27:22 Learn, gather, understand, share, and improve. 35:20 Not into clutter, prefer gradual investment growth. 40:18 Assess company actions, CEO control, and incentives. 46:45 Investor day goals, executive metrics, shareholder caution. 49:53 Wells Fargo culture encouraged aggressive sales tactics. 54:25 Valuable products gaining industry share, selling strategically. 01:00:17 Listen to Chit Chat Stocks podcast. Available everywhere. To learn more from Brett and Ryan: Chat Chat Stocks Podcast Brett on X @CCM_Brett Ryan on X @CCM_Ryan 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 [email protected] DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Love this podcast because it crushes your dreams and getting rich quick.
0:05.4	They actually got me into reading stats for anything.
0:08.0	You're tuned in to the Investing for Beginners Podcast.
0:11.8	Led by Andrew Sather and Dave Ahern.
0:15.0	Step-by-step premium investing guidance for beginners.
0:19.0	Your path to financial freedom starts now.
0:23.0	Starts now.
0:25.0	Start now. All right, folks, welcome to Investing for Beginners Podcast. Today we got a fun show in front of us. Today we have Brett and Ryan from Chit Chat stocks. They are here to talk to us about the stock market and all kinds of fun stuff. So,
0:45.2	Brett and Ryan were gracious enough to give us some time today and they gave us some time back in the early winter.
0:51.5	And so we're excited to have them back here today.
0:54.0	Andrew is not joining us today. Andrew is actually is going to be on maternity leave so he's
0:59.0	having a baby very soon and so I'm recording some episodes in lieu of that to try to make sure we have
1:05.3	some content why Andrew is out but don't worry he will be back very very soon.
1:09.5	So with that let's maybe dive into some stuff so I got a whole list of questions here
1:15.0	for you so bear with me guys so here we go so let's do the first one how do you
1:18.3	guys source ideas you know you come up with some cruel ideas like go-go Nelnet, Coupang, and Harvard diversified, which I had never heard of.
1:26.5	So how do you guys come up with these ideas?
1:29.0	Where do you source your investment ideas?
1:32.0	So a lot of it is kind of around then personally on social media, primarily X, Twitter,
1:37.9	built up kind of a network of people that I respect and I like the way they think around investing and so I tend to see a lot of their blog post, financial writers, stuff like that and we can get a lot of individual stock write-ups that way. The other place I read Value Investors Club quite a lot and
1:57.8	there are some really high quality technical write-ups in there which are difficult sometimes to understand at first but there's some really high-quality
2:04.7	ideas so I read that as well and then yeah it's just basically kind of a universe of blogs,
	...

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