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Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Confessions of a Former Investment Analyst
Manage episode 344728276 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode I interview Gareth Tingling, CFA, MBA, who is a Portfolio Manager at Foster & Associates.
Gareth's investment blog: https://www.wheelhouseresearch.com/
Discussion Points:
- Gareth's very interesting background (2:32)
- intro to buy & sell side analysts (9:53)
- early vs late sell side analysts, why the # of analysts is important (16:02)
- understanding analyst incentives, buy, hold, sell recommendations (24:21)
- key differences between buy & sell side analysts (28:20)
- examples of the buy & sell side (31:39)
- buy side: WALAR & TOMO (34:08)
- introduction to valuation (37:15)
- price to earnings multiples; earnings yield (40:35)
- Apple/AAPL (42:50)
- Equity risk premium, cost of equity, Beta (45:27)
- Trailing vs forward P/E ratios (51:35)
- historal P/E ratios (57:01)
- NVDA & understanding what you're investing in (58:23)
Reach out to me at beyondmdpodcast@gmail.com
LinkedIn: https://www.linkedin.com/in/yatin-chadha-29074b109/
Instagram: https://www.instagram.com/beyond.md/
71 episodes
Share
Manage episode 344728276 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode I interview Gareth Tingling, CFA, MBA, who is a Portfolio Manager at Foster & Associates.
Gareth's investment blog: https://www.wheelhouseresearch.com/
Discussion Points:
- Gareth's very interesting background (2:32)
- intro to buy & sell side analysts (9:53)
- early vs late sell side analysts, why the # of analysts is important (16:02)
- understanding analyst incentives, buy, hold, sell recommendations (24:21)
- key differences between buy & sell side analysts (28:20)
- examples of the buy & sell side (31:39)
- buy side: WALAR & TOMO (34:08)
- introduction to valuation (37:15)
- price to earnings multiples; earnings yield (40:35)
- Apple/AAPL (42:50)
- Equity risk premium, cost of equity, Beta (45:27)
- Trailing vs forward P/E ratios (51:35)
- historal P/E ratios (57:01)
- NVDA & understanding what you're investing in (58:23)
Reach out to me at beyondmdpodcast@gmail.com
LinkedIn: https://www.linkedin.com/in/yatin-chadha-29074b109/
Instagram: https://www.instagram.com/beyond.md/
71 episodes
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Similar to beyond MD with Dr. Yatin Chadha
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
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…
continue reading
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…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Get in-depth motivation, personal growth advice, and powerful life coaching from Brendon Burchard, the world's #1 high-performance coach. Brendon is the founder of GrowthDay and one of the most watched, followed, and quoted personal development trainers in history. A #1 New York Times bestselling author, his books include The Motivation Manifesto, High Performance Habits, and Life's Golden Ticket. Famed for his in-depth research and innovative curriculum for human behavior change, over 3 mil ...
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