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 [email protected]: https://www.linkedin.com/in/yatin-chadha-29074b109/Instagram: https://www.instagram.com/beyond.md/
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