Ep 104. Owen’s 5-step investing checklist (invest like a pro!)

Episode transcript: click here

About this episode:

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 pro investment analyst.

Today’s episode introduces you to our 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 around 8:20.

Send your share investing questions to [email protected] with the subject line SHARES MONTH, and we’ll include them in our share analyst Q&A episode later this month.

Take our free financial education courses on Rask Education and join our FB community.

At the time of publishing, Owen owns shares in Apple, Facebook & Pushpay. Kate owns shares in Amazon & Disney. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Resources:

Rask Education money & finance courses

Please forgive me, I couldn’t help but plug our 5-star (and free) financial education courses in here. I’ve linked a few of my favourites below if you’re keen on taking control of your time and money.

  • LISTENER DISCOUNT: we are offering $100 off all of our premium investment memberships and courses  – use code ‘AFP‘ at checkout and click here to learn more.

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