Investment research and picking growth companies

Episode notes

The theme of this week’s podcast is company research. Getting hold of good research isn’t always easy, but maybe this week’s resource recommendation will help. Then again, finding research is only half the battle. Understanding it, and knowing its limitations, is even more important.

Allan’s thought for the week

This week Allan considers the limits of doing your own research. There are limits to what we can know and what we can understand. Sometimes all you can do is go with your gut or take a punt on advice from other folks who know more than you do.

For those interested in the philosophical podcast that inspired Allan’s musings, you can find Julian Baggini’s Microphilosophy podcast here. Take a look at his How To Think Like A Philosopher series.

Resource of the week

One of the things that professional investors have access too when they are making decisions is detailed and well researched analyst reports.
These used to be really difficult for private investors to obtain, but that’s changed in recent years. This week’s resource is one of those places that makes them available to folks like us as well.

Research Tree: The home of professional equity research

Article of the week

This week’s article recommendation is a reminder to reflect on whether an investment opportunity offers future long term growth or whether it is merely a short term thing.

The vinyl revival switches to CDs and DVDs thanks to Gen Z’s 1990s obsession

Podcast of the week

Research suggests that just 4% of companies will be responsible for all the long term growth on the stock market. Tom Slater, the manager of Scottish Mortgage investment trust, looks to identify and invest in those companies. In this week’s podcast recommendation he discusses how he goes about it.

Merryn Talks Money , Why Playing the Long Game Still Matters with Scottish Mortgage’s Tom Slater

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Music and sound effects

Bossa Antigua Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
http://creativecommons.org/licenses/by/3.0/

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