Learn How To Pick High Quality Value Stocks From The Pros
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 22 April 2022
⏱️ 66 minutes
🧾️ Download transcript
Summary
This week we interview Eric Schoenstein about picking high quality value stocks in a volatile environment. The nature of the stock market has changed recently and most people have not noticed.
Eric explains the tools necessary to not only survive in this market but thrive. Its a good time to brush up on your value stock investing.
For more information, visit the show notes at https://moneytreepodcast.com/quality-value-stocks-eric-schoenstein
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.7 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:11.1 | Hello, Smart Money Tree podcast listeners. |
| 0:13.4 | Welcome to this week's show. |
| 0:14.6 | My name's Kirk Chisholm and I will be your host. |
| 0:17.3 | So today we're talking with Eric Schoenstein. |
| 0:19.8 | How you doing today, Eric? |
| 0:20.9 | I'm doing well. Kirk, how are you? |
| 0:22.6 | I'm doing great. Well, this is an exciting time, and I'm glad to having the show. |
| 0:26.3 | So Eric is a managing director and chief investment officer and portfolio manager at Jensen Investment Management. |
| 0:32.9 | I'd love to hear about your background, Eric, and how you kind of got into this field. |
| 0:36.8 | That's a great place to |
| 0:37.9 | start. It's actually probably not your usual route for being an investment professional. I actually |
| 0:43.3 | started my career as a CPA and worked for one of the large international accounting firms |
| 0:49.0 | about 30 some years ago and did that for, oh, a little over 13 years and was a senior audit |
| 0:57.2 | manager at the time I left. We decided I want to change careers and change, but it certainly |
| 1:02.6 | changed where I was and came upon Jensen Investment Management through some mutual |
| 1:08.8 | acquaintances. And I think one of the interesting things about what, |
| 1:12.3 | you know, I'd learned as I was thinking about this position was as an audit professional, |
| 1:17.9 | you're researching companies, you're looking at businesses, you're looking at how they're doing. |
| 1:22.7 | And ultimately, you're trying to determine, are they going concern? Will they be able to continue in business? |
| 1:29.7 | Are the financial statements fair and accurate? You're kind of looking both at how they've done, |
... |
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