• IFB353: Mastering Investment Checklists - A Deep Dive with American Express

  • Sep 5 2024
  • Length: 1 hr
  • Podcast

IFB353: Mastering Investment Checklists - A Deep Dive with American Express

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  • Summary

  • Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 - 0:50] Introduction Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists in investing. [0:51 - 2:28] Importance of Checklists Discussion on the significance of checklists in investing, emphasizing their role in avoiding mistakes and ensuring comprehensive analysis. [2:29 - 9:15] American Express Case Study The hosts demonstrate how to apply a value checklist to American Express, showcasing its practical use in evaluating a company. [9:16 - 12:18] Secular Trends and Tailwinds Explanation of how secular trends can impact investment decisions and the importance of identifying tailwinds for easier growth. [12:19 - 19:17] Financial Analysis Overview of key financial metrics to consider, such as revenue growth and profit margins, and their role in the checklist. [19:18 - 28:37] Competition and Moats Discussion on analyzing competition and identifying a company's competitive advantage or moat, with examples from American Express. [28:38 - 40:02] Risks and Management Examination of potential risks and the importance of evaluating management quality and decision-making. [40:03 - 53:48] Valuation and Conclusion Insights into the importance of valuation in investment decisions and a wrap-up of the checklist's benefits, encouraging listeners to apply these strategies. 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! Nerdwallet.com/learnmore Find great investments at Value Spotlight Have questions? Send them to newsletter@einvestingforbeginners.com Start learning how to value companies here: DCF Demystified Link SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices
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