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Owen’s 5-Step Investing Checklist (Invest Like A Pro!)

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Have you ever wanted to be your own Sherlock Holmes and start investigating companies?

Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst.

Today’s episode introduces you to our 5-part investing checklist that will help you get started researching Australian and global companies. Kate and Owen chat about how to research a company, the importance of having a moat, finding growing industries and whether valuation should make or break your investment case.

If you’ve listened to our earlier share investing episodes, dive straight into the checklist around 8:20.

Send your share investing questions to [email protected] with the subject line SHARES MONTH, and we’ll include them in our share analyst Q&A episode later this month.

At the time of publishing, Owen owns shares in Apple, Facebook & Pushpay. Kate owns shares in Amazon & Disney. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Podcast resources

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Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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