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

Episode 16 - Basic Research Revisited

·46 min·4 clips

We bought Meta at $115 when everyone hated it; the stock has since gone up six times.

Episode 16 starts with a reset. The host says June got away from him, other work crowded out the podcast, and the show is back after an on-and-off stretch. The pace is calm, with a practical money-coach feel. Before the research talk, he says they have rebounded nicely from April 2nd. Results are coming next week, with the next update framed around quarter-over-quarter, year-over-year, and long-term tracking inside the 30-minute drill. The toolkit is the backbone: get the numbers in one place, see what changed, and decide what deserves attention. From there, the episode settles into basic research. This is not Wall Street cosplay. It is the ordinary homework available to do-it-yourself investors. Filings come first, especially 10 Qs and 10 Ks, because they can show the detail behind events, unusual items, or strong spots buried in the results. Investor calls get a nod too. Analyst questions can pull out tail items or side issues that may matter later. The examples stay grounded: a plant opening, a discontinued product line, insider buying, or insider selling. Screeners make the work less messy, with Yahoo Finance, Morningstar, Finviz, bank trading platforms, and broker research reports treated as usable tools, not expert-only territory. Metrics still need context. PE, price to book, and cash flow can help compare a company with competitors, but the host keeps the target modest: more confidence, not prophecy. GE is the working example. Look up the holding, read what reports and analysts are saying, and notice events that could affect the stock. The close ties research back to EI Personal Finance: simple tools, scorecards, fee awareness, and a repeatable investing check-in.

As heard by us

A steady reminder that the useful parts of research are usually the plain ones.

Episode 16 reads like a practical reset for stock research. It keeps the bar low in a useful way: investors do not have to pretend they are Wall Street analysts, and the point is to look at filings, conference calls, screeners, broker research, and the odd detail that slips past…

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Why you'd press play

A cleaner way to check a holding before you trust quarterly filings, calls, and screeners.

Read the full recommendation in PlayNext →

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