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Back to Basics: Avoiding Financial Statement Yellow Flags

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Manage episode 424501573 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 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 podcast episode, Andrew and Dave discuss "yellow flags" in investing, such as leadership changes, negative events, financial concerns, and slowing revenue growth. They use real-world examples like PayPal, Microsoft, and Square to illustrate the impact on company trajectory and emphasize the importance of observing these indicators for informed decisions.

00:00 Yellow flags could lead to deeper issues.

04:53 Management's job is to allocate capital effectively.

07:39 Gross margins signal company strength and advantage.

12:52 Management's choices, companies as serial acquirers.

15:11 Google's history of strategic acquisitions discussed briefly.

19:28 Competitors pulling ahead, be vigilant and proactive.

23:22 Concern about trend in grocery store performance.

25:53 Changing company mindset and culture takes time.

27:32 Change takes time, need patience for success.

32:01 Management avoiding tough questions raises significant concerns.

34:32 Honesty and accountability build trust with stakeholders.

39:08 Consider impact of employee incentives on shareholders.

41:31 Leaders' diverse backgrounds impact business success profoundly.

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Start your free online visit today at Hims.com/INVESTING

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

502 episodes

Artwork
iconShare
 
Manage episode 424501573 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 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 podcast episode, Andrew and Dave discuss "yellow flags" in investing, such as leadership changes, negative events, financial concerns, and slowing revenue growth. They use real-world examples like PayPal, Microsoft, and Square to illustrate the impact on company trajectory and emphasize the importance of observing these indicators for informed decisions.

00:00 Yellow flags could lead to deeper issues.

04:53 Management's job is to allocate capital effectively.

07:39 Gross margins signal company strength and advantage.

12:52 Management's choices, companies as serial acquirers.

15:11 Google's history of strategic acquisitions discussed briefly.

19:28 Competitors pulling ahead, be vigilant and proactive.

23:22 Concern about trend in grocery store performance.

25:53 Changing company mindset and culture takes time.

27:32 Change takes time, need patience for success.

32:01 Management avoiding tough questions raises significant concerns.

34:32 Honesty and accountability build trust with stakeholders.

39:08 Consider impact of employee incentives on shareholders.

41:31 Leaders' diverse backgrounds impact business success profoundly.

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Start your free online visit today at Hims.com/INVESTING

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

502 episodes

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