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📈 Share investing checklist (ASX & US companies)

In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask run you through a high level version of our share investing checklist that you can use while researching both Australian and US companies.

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Welcome to Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.

Over the next few weeks, we’ll start with the basics, discuss building an ethical portfolio, tackle an analysis on a company you’ve probably heard about – Xero Limited (ASX: XRO) – and we’ll finish the month with a share investing specific Q&A along with a special (and brand new) hypothetical portfolio.

Stay tuned for all eight parts of Shares Month in May/June 2022 as the Rask Australia team walk you through how to analyse your own companies (from scratch) and ways you can make investing in great companies easy as 1-2-3 (4-5).

In today’s episode, we’re going to run you through a high-level version of our share investing checklist that you can use while researching companies. This includes looking at what a company does, who runs it, competitive advantages, whether it’s in a growing industry and looking at its valuation.

Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask team will be on standby to answer your questions. So… SEND THEM IN! Email us at [email protected] and use the subject line “SHARES MONTH”. We’ll prioritise your questions to be answered in our Q&A episode.

Podcast resources

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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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