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Confessions of a Former Investment Analyst
Manage episode 344728276 series 2786045
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/
80 episodes
Manage episode 344728276 series 2786045
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/
80 episodes
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