The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38) - a podcast by Brandon Beylo

from 2020-08-14T10:31:28

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***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***


Brian Feroldi is an investor and writer for the Motley Fool. His main interests involve the healthcare and technology industries. His goal is to buy the highest quality companies he can find, then hold on to let compounding do its thing. We spend an hour discussing his start in investing, biggest mistakes, and the checklist he uses to analyze every investment idea. 


Here's the time-stamp: 



  • [0:47] Brian's Intro To Investing

  • [4:43] Writing For The Motley Fool

  • [6:36] Personal Finance & Investment Strategy

  • [10:45] Brian's Biggest Losing Trade ($KMI)

  • [16:34] Creating The Stock System Checklist

  • [22:19] Look For 70s and 80s

  • [25:50] How Brian Analyzes Management

  • [29:32] Adding Glassdoor.com To Research Process

  • [32:01] Mercado Libre $MELI Checklist

  • [49:02] Running $MELI Through The Gauntlet

  • [54:05] Brian's Favorite New Ideas

  • [58:00] Closing Questions


If you want to learn more about Brian, check out the links below: 






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