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Stocks-in-Depth
Bill Baker, CFA
39 episodes
1 week ago
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden. Our financial models attempt to shed light on trends underneath opaque segment reporting. Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA. We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics. In our search for the best companies and investment opportunities, we often challenge the consensus view. StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.
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Investing
Business
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All content for Stocks-in-Depth is the property of Bill Baker, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden. Our financial models attempt to shed light on trends underneath opaque segment reporting. Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA. We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics. In our search for the best companies and investment opportunities, we often challenge the consensus view. StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.
Show more...
Investing
Business
Episodes (20/39)
Stocks-in-Depth
SID 0039 Mitel (MITL) - Part 1
6 years ago
1 hour 3 minutes 51 seconds

Stocks-in-Depth
SID 0038 Realty Income Part II
6 years ago
1 hour 18 minutes 23 seconds

Stocks-in-Depth
SID 0037 Realty Income (O) - Part 1
6 years ago
41 minutes 49 seconds

Stocks-in-Depth
SID 0036 Knowles (KN) Part III
7 years ago
48 minutes 15 seconds

Stocks-in-Depth
SID 0035 Knowles - Part 2
8 years ago
1 hour 23 minutes 12 seconds

Stocks-in-Depth
SID 0034 Knowles (KN) - Part 1
8 years ago
1 hour 32 minutes 7 seconds

Stocks-in-Depth
SID 0033 Free Trade Doesn't Work - Part 4
8 years ago
55 minutes 32 seconds

Stocks-in-Depth
SID 0032 Free Trade Doesn't Work - Part 3
8 years ago
41 minutes 53 seconds

Stocks-in-Depth
SID 0031 Free Trade Doesn't Work - Part 2
8 years ago
1 hour 14 minutes 54 seconds

Stocks-in-Depth
SID 0030 Free Trade Doesn't Work - Part 1
8 years ago
39 minutes 10 seconds

Stocks-in-Depth
SID 0029 Generac (GNRC) Part 4
8 years ago
44 minutes 14 seconds

Stocks-in-Depth
SID 0028 Generac (GNRC) Part 3
8 years ago
1 hour 22 minutes 59 seconds

Stocks-in-Depth
SID 0027 Generac - Part 2
9 years ago
1 hour 3 minutes 7 seconds

Stocks-in-Depth
SID 0026 Generac - Part 1
9 years ago
1 hour 13 minutes 16 seconds

Stocks-in-Depth
SID 0025 Central Garden & Pet - Part 3
9 years ago
1 hour 50 minutes 47 seconds

Stocks-in-Depth
SID 0024 Central Garden & Pet (CENT) - Part 2
9 years ago
1 hour 11 minutes 24 seconds

Stocks-in-Depth
SID 0023 Central Garden & Pet - Part 1
9 years ago
1 hour 25 minutes 3 seconds

Stocks-in-Depth
SID 0022 Columbia Sportswear (COLM)
9 years ago
1 hour 9 minutes 33 seconds

Stocks-in-Depth
SID 0021 Power Integrations (POWI) - Part 2
9 years ago
38 minutes 17 seconds

Stocks-in-Depth
SID 0020 Power Integrations - Part 1
9 years ago
1 hour 12 minutes 9 seconds

Stocks-in-Depth
Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden. Our financial models attempt to shed light on trends underneath opaque segment reporting. Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA. We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics. In our search for the best companies and investment opportunities, we often challenge the consensus view. StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.