As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies.

A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details?

Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy.

In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process.

For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide: https://bit.ly/3LOexg2

Topics Discussed:

Buffett selling stock
Treasury bonds and P/E ratios
Boeing woes
Rule of 72
Terumo
OTC companies

Resources Discussed:

All In podcast
Rule #1 by Phil Town
Invested by Danielle and Phil Town

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