In this video I share a handful of criteria I take into consideration before investing in a stock. They include the size of a stock's discount, leverage, insider buying, ownership data, and my level of confidence.
These are not strict "buy rules," but rather variables I weight heavily when performing analysis. For example, I invest in plenty of stocks that don't exhibit insider buying.
The Roaring Kitty channel revolves around educational live streams where I share my daily routine of tracking stocks and performing investment research.
My investment style involves continually tracking thousands of stocks using a variety of widely available tools. When opportunity strikes - as it occasionally does in markets comprised of biased humans - I’m prepared to pounce and capitalize on the situation. I'm probably best classified as a fundamentals-focused deep value investor, though I find I'm increasingly leaning on technical analysis for screening, timing, and tracking stocks. In the years ahead I look forward to honing my portfolio management approach by acquiring bolt-on skillsets and further developing my approach to risk management.
Some of the tools I use: Google Chrome, Chrome extensions & search engines, Google Sheets / Google Apps Script / StackOverflow, StockCharts, insider buying via OpenInsider, stock ownership via WhaleWisdom, SEC filings via sec.gov, SeekingAlpha, Twitter, Quandl / Sharadar, and bond prices via FINRA.
The Roaring Kitty channel and live streams are for educational purposes only. I share my approach to investing in an effort to set you on the right path to building out your own investment process. I don't provide personal investment advice or stock recommendations during the stream. Please understand that my style of investing is extremely aggressive and I take on a substantial amount of risk. It's likely my approach would not be suitable for you. If you're seeking personalized advice, I encourage you to sit down with a financial professional who can review your personal situation, financial background, risk tolerance, etc. Check out the Roaring Kitty disclaimer video for more information: • Roaring Kitty - Discla...
12 июл 2020
