Value Hive Podcast

The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38)


Listen Later

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.

***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: 

    • Brian's Motley Fool Articles
    • Investment Checklist
    • Brian's Twitter

    • ...more
      View all episodesView all episodes
      Download on the App Store

      Value Hive PodcastBy Brandon Beylo

      • 4.8
      • 4.8
      • 4.8
      • 4.8
      • 4.8

      4.8

      88 ratings


      More shows like Value Hive Podcast

      View all
      We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

      We Study Billionaires - The Investor’s Podcast Network

      3,374 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,067 Listeners

      Top Traders Unplugged by Niels Kaastrup-Larsen

      Top Traders Unplugged

      587 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      940 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      798 Listeners

      Chit Chat Stocks by Chit Chat Stocks

      Chit Chat Stocks

      195 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      361 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      303 Listeners

      Value Investing with Legends by Columbia Business School

      Value Investing with Legends

      211 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      87 Listeners

      The Grant Williams Podcast by Grant Williams

      The Grant Williams Podcast

      1,340 Listeners

      Yet Another Value Podcast by Andrew Walker

      Yet Another Value Podcast

      105 Listeners

      Business Breakdowns by Colossus | Investing & Business Podcasts

      Business Breakdowns

      349 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      271 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      158 Listeners