Expert Investor: Andrew Brown (pt. 2) - End-to-end Investing Process

Equity Mates Investing Podcast

Something we wanted to understand through this podcast is how expert investors find, evaluate and make decisions on stocks. End-to-end, what is their process? Andrew Brown, Executive Director of East 72 Holdings and first repeat podcast guest, agreed to spend some time walking through his process for a company he recently invested in. If you want to understand how expert investors think and understand what they look for, then this episode is for you. [If you haven't listened to Part 1 of our interview with Andrew Brown (episode 52 here), we'd suggest checking that out first] In this episode you will learn: • How Andrew identified Cabcharge as a potential investment. • Andrew's research process to study the company. • Why Andrew drove Uber for 3 months, and what he discovered. • How Andrew identified and valued 'non-core' assets the business owned. • The questions Andrew took to the Cabcharge auditor at their Annual General Meeting. • How Andrew then looked at Cabcharge's balance sheet and valued the business. • What happened with Cabcharge between our first interview and now. • Andrew's approach to managing his investments and staying on top of information once he's made a trade. Stocks and Resources Discussed: • Cabcharge (ASX: CAB)

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