375 TIP. Creating an Investing Checklist

Videos
Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:40 – What is Financial Wellness
0:03:46 – How Brian Feroldi Came Up With His Own Mission Statement
0:07:14 – Brian Feroldi’s Opinion On Debt And Does He Believe In Manageable debt
0:12:01 – Investment Checklist For Buying by Brian Feroldi
0:21:26 – How Much Investors Should Weigh Valuation Into Their Investment Decisions
0:25:11 – Position Sizing
0:28:27 – How Brian Feroldi Think Of The Optionality Of A Company
0:31:05 – How Much Weight Does Brian Felodi Put Into Who’s Running The Company
0:35:00 – Brian Feroldi’s 11 Criteria For Selling A Stock
0:41:24 – How Much Should Your Emergency Fund Be
0:47:06 – Which Company Has Scored The Highest On Brian Felodi’s Recent Research

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