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00:00 – Introduction
02:02 – Screening for ideas
03:09 – Understanding the business
05:51 – Understanding the finances
09:50 – Understanding the strategy
13:00 – Stock Valuation
15:44 – Review and finalize notes
17:11 – Conclusion
Resources (no current affiliation):
– Free Screener: https://finviz.com/screener.ashx
– Free Data Terminals (some with watchlists/screeners)
– https://www.tikr.com/
– https://app.koyfin.com/
– https://wallmine.com/ (an old sponsor)
– Free Watchlist: https://www.bloomberg.com/markets/watchlist
If you’d like to support the channel, you can do so at https://www.patreon.com/ThePlainBagel 🙂
DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice – Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
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