filmov
tv
Eddy Elfenbein — Constructing a high-quality portfolio using fundamentals | Smarter Trading EP015
Показать описание
-----
Our guest today is Eddy Elfenbein. Eddy has been a leading writer in the financial community since starting the Crossing Wall Street website and CWS “Buy List” in 2005 and 2006, respectively. He often appears on CNBC and Bloomberg, where he shares his insights on the market and the economy.
In this episode we talk all about constructing a high quality stocks portfolio. This has nothing to do with technical analysis, Eddy walks us through how to find value by looking for companies with pricing power, consistency in earnings, strong operating margins, and clear competitive advantages.
Eddy breaks down the process he uses to craft the CWS buy list every year and shares his thoughts on a few of the companies currently on his “Buy List”.
If you’re someone looking to sharpen your fundamental analysis, this one's for you.
Please enjoy this episode with Eddy Elfenbein.
-----
EPISODE SHOW NOTES & BLOG POST
WHERE TO FIND EDDY
WHAT YOU'LL LEARN IN THIS EPISODE
0:00 Introduction
2:35 Fundamental Analysis: Middleby Corporation - MIDD
5:20 Crossing Wall Street Buy List methodology
9:15 How to think about selling stocks you own
13:00 AdvisorShares Focused Equity ETF - Ticker: CWS
16:00 Eddy’s background and how we came up in the industry
19:40 The process of constructing the ETF and building a portfolio
27:25 the edge in looking at smaller cap companies
32:20 Separating the numbers from the story, outlook, & intangible assets
38:00 The world's simplest valuation model
42:45 The role of the global macro environment on a stock picker
44:35 Tips for do-it-yourself traders building their own portfolio
50:35 Fundamental Analysis: Heico - HEICO
51:45 Fundamental Analysis: Miller - MLR
53:15 Resources for fundamental investors
55:30 Diversification is overrated & stop paying so much attention to the Fed
LEARN MORE & CONNECT WITH EVAN & TRADE RISK
THANK YOU FOR WATCHING!
#TradeRisk #SmarterTrading #TradingPodcast
0:59:06
Eddy Elfenbein — Constructing a high-quality portfolio using fundamentals | Smarter Trading EP015
0:02:32
Evaluating company fundamentals for long-term holds — Eddy Elfenbein | Smarter Trading Highlights
0:55:11
The 2022 Buy List w/ Eddy Elfenbein (TIP413)
0:58:11
Top 5 Stocks to BUY NOW in 2023! w/ Eddy Elfenbein (TIP518)
1:09:50
Eddy Elfenbein — On Crossing Wall Street | Episode 212
0:46:04
Talking About Everything Under the Sun with Eddy Elfenbein (Ep. 84)
0:03:06
Identifying the Disruptors | Eddy Elfenbein
0:00:38
Talking About Everything Under the Sun with Eddy Elfenbein: Rate Cut
0:07:04
Zero Commissions is a 'Huge Victory' for Individual Investors: Eddy Elfenbein
0:00:34
Talking About Everything Under the Sun with Eddy Elfenbein: Low Cost Index Funds
0:00:17
The stocks don't know you own them
0:16:53
Crossing Wall Street | Eddy Elfenbein with David Keller | Behind the Charts (07.06.20)
0:04:04
Eddy Elfenbein on Crossing Wall Street's Portfolio
0:01:12
Eddy Elfenbein on Asset Fund Management Fees
0:00:37
Don’t miss you chance to meet Eddy Elfenbein at the Future Proof Festival in Huntington Beach, CA.
1:00:45
Buy List: Eddy Elfenbein talks high quality businesses to Tobias Carlisle on The Acquirers Podcast
0:00:52
Bypassing the gatekeeprs
0:11:12
Eddy Elfenbein 2022 Stocks to Buy List ( Plus His Top PICK a Micro Cap - Miller Industries MLR )
0:00:35
Second guessing
0:01:01
Eddy Elfenbein’s 2022 Top Pick #Shorts
0:42:55
Podcast Interviews Season 2, EP 20: Eddy Elfenbein of Crossing Wall Street
0:04:09
How New Investors Can Beat Wall Street
0:18:04
Eddy Elfenbein, Editor of Crossing Wall Street - #PreMarket Prep for June 16, 2014
0:51:33
Lead-Lag Live: Investing At A Stock Market Bottom With Eddy Elfenbein
Комментарии