Nov 27 2024 38 mins 123
As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies.
A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details?
Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy.
In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process.
For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide: https://bit.ly/3LOexg2
Topics Discussed:
- Buffett selling stock
- Treasury bonds and P/E ratios
- Boeing woes
- Rule of 72
- Terumo
- OTC companies
Resources Discussed:
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