In this episode of Stock Spotlight, host Michael dives into a powerful secret weapon in every savvy investor's arsenal: the investment checklist. He walks you through his comprehensive 33-question framework designed to help him separate the market's gems from the duds.
Listeners will explore 9 categories of company research, including fundamentals, industry, management and valuation. Michael explains how to leverage quality scores and top-quartile benchmarks to make data-driven decisions that could supercharge your portfolio.
Whether you're a seasoned investor or just starting out, this episode provides actionable insights and practical tools to enhance your investment strategy.
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00:00 Intro
00:58 Investment Checklist Overview
02:37 Fundamentals
04:03 Management
04:55 Industry
06:00 Efficiency
07:14 Momentum
08:36 Growth
09:03 Valuation
09:55 Capital Allocation
10:30 Solvency and Liquidity
12:52 Outro
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Intro Music: Andrey Rossi – Seize the Day
Outro Music: Ra – Prospect
*Music provided by Uppbeat Premium
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Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast
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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.
