EI Personal Finance - Track Your Results One Quarter at a Time · Express Innovation

Episode 16 - Basic Research Revisited

·46 min

The episode opens with a return after some time away. June is described as moving fast, and the host says other obligations pulled attention away from the podcast. The portfolio update is encouraging. According to the host, results have rebounded quite nicely from the events of April 2. Next week’s plan is to post quarter-over-quarter, year-over-year, and long-term results inside the 30-minute drill. That drill is presented as the EI Personal Finance toolkit for quarterly review. The point is not flash. It is about seeing everything at a glance, pulling the results together, and spotting where change may be needed. From there the episode moves into basic research. The host argues that investors should look beyond headline numbers and read filings for details about unusual events. Investor calls matter because analyst questions often pull out the things that sit outside the core business. Examples include a company opening a plant, discontinuing a product line, or insiders buying or selling shares in size. Those details can point to strength, stress, or strategy shifts that standard results do not show on their own. The episode also points listeners toward common research tools such as stock screeners, Yahoo Finance, Morningstar, Finviz, and the research pages at a brokerage. Broker reports are useful for the snapshot they give on a company versus its competitors. The host keeps returning to familiar metrics such as PE, price to book, and cash flow. There is also a nod to deeper industry research from firms like McKinsey, Bain, and Gartner. The goal is not to become a professional analyst. It is to make better do-it-yourself decisions with enough information and enough discipline. That discipline means resisting emotional moves and using research as a steadying tool.

As heard by us

A practical guide to quarterly investing discipline, built around simple review habits and useful research sources.

The episode returns after a gap and stays centered on a simple quarterly review habit. It presents the 30-minute drill as a practical way to take stock of quarter-over-quarter, year-over-year, and long-term results at a glance, and it keeps the emphasis on discipline rather than…

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You want a calmer way to review holdings with a quarterly toolkit.

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