Owen's 5-step investing checklist (invest like a pro!)
Have you ever wanted to be your own Sherlock Holmes and start investigating companies?
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a DIY investment analyst.
Today's episode introduces you to Rask's 5-part investing checklist that will help you get started researching Australian and global companies. Kate and Owen chat about how to research a company, the importance of having a moat, finding growing industries and whether valuation should make or break your investment case.
If you've listened to our earlier share investing episodes, dive straight into the checklist at around 8:20.
Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.
Episode transcript now available via the show notes page.
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At the time of publishing, Owen owns shares in APPL, FB & PPH. Kate owns shares in AMZN & DIS. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.