490- Talking Terumo part 2
As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies. A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details? Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy. In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process. For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide: https://bit.ly/3LOexg2 Topics Discussed: Buffett selling stock Treasury bonds and P/E ratios Boeing woes Rule of 72 Terumo OTC companies Resources Discussed: All In podcast Rule #1 by Phil Town Invested by Danielle and Phil Town Learn more about your ad choices. Visit megaphone.fm/adchoices