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Confessions of a Former Investment Analyst

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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/

  continue reading

80 episodes

Artwork
iconShare
 
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/

  continue reading

80 episodes

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