Brian Feroldi's Stock Investing Checklist: A Step By Step Guide
Рет қаралды 45,061
3 жыл бұрынHow to use Brian Feroldi's stock investing checklist. In this video, Brian Feroldi and Brian Stoffel take Home Depot ($HD) through Brian Feroldi's stock investing checklist one step at a time. They explain what each step means, why it matters, how to score it, and where you can find the information.
► Want a copy of Brian Feroldi's checklist? gum.co/zWXye
►Start investing: m1finance.8bxp97.net/0Jje5Y
🎥 My KZfaq setup & equipment: www.brianferoldi.com/youtube/
Connect with Brian Feroldi:
► Twitter: / brianferoldi
► SubStack: brianferoldi.substack.com
► Instagram: / long.term.mindset
Connect With Brian Stoffel:
► Twitter: / brian_stoffel_
DISCLAIMER:
This channel is for education purposes only and is not affiliated with any financial institution. Brian Feroldi is not registered to provide investment advice and as such does not provide recommendations. Those looking for investment advice should seek out a registered professional. Brian Feroldi is not responsible for investment actions taken by viewers.
*Some of the links and other products that appear on this video are from companies for which Brian Feroldi will earn an affiliate commission or referral bonus. Brian Feroldi is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date.
@BrianFeroldiYT 2 жыл бұрын
Thanks for watching! Join 25,000+ readers of my free newsletter: mindset.brianferoldi.com/
@InvestingEducation 3 жыл бұрын
Two of the smartest and more disciplined investors i know
@jalenwashington1 Жыл бұрын
Have a baseline knowledge of a lot of the things covered in this video. Really appreciate breaking things down and keeping it understandable for many. Look forward to digging deeper into more companies. Great video.
@fightinggravity91 2 жыл бұрын
Your content is next level Brian! Both of you do an amazing job! No hype, talking about what investing is really about. Very refreshing. Binge watching all your content.
@BrianFeroldiYT 2 жыл бұрын
Glad you enjoy it!
@RRo31n Жыл бұрын
What an amazing video, thank you so much this is incredible helpfull🙏 The file it self is also very useful, I learned alot 🙏
@agonaliu7445 2 жыл бұрын
Feels good knowing there are people like you out there that genuinely want to help other people make it.
@BrianFeroldiYT 2 жыл бұрын
We are both on a mission -- and we mean it!
@MoMo-00 3 жыл бұрын
Just referred a friend to your channel. Explained to him the value that I get from the both of you. And I especially recommended your mindset videos (like this one).
@BrianFeroldiYT 3 жыл бұрын
Awesome, thank you!
@disruptorsbyjulianelsasser 8 ай бұрын
Great work and thanks a lot! I personally added a seperate sheet on timing to factor in things like momentum & valuations.
@bryanmonkhouse5800 3 жыл бұрын
Terrific framework. Pilots have checklists for a reason. I have been spending the last few days applying the principle , if not exactly the recipe to my portfolio, and boy have I learned a lot!. Biggest thing I noticed; if I love a company for one reason , say optionality, I tend to ignore the weaknesses, say excessive dilution.~ checklists remind us that everything matters, always. Yours in particular is carefully crafted. Been investing in individual stocks for 30 year and learned something good today.
@BrianFeroldiYT 3 жыл бұрын
Thanks Bryan Monkhouse! Glad you find it to be useful!
@playforfun637 Жыл бұрын
Hi Brian, great guide and thank you for the checklist. I want to ask you about the protfolio tab in that file, what is the use of it and how to? Again, many thanks for your content.
@npnemade Жыл бұрын
thanks for the video. Very well made, informative without any fluff.
@Miguaelable 3 жыл бұрын
I'm so blessed to have you guys as mentors!!!
@BrianFeroldiYT 3 жыл бұрын
Glad you found us!
@teddrechsel1611 10 ай бұрын
Took me a while to get through this video, but only because I took detailed notes and did my own analysis of Shopify at the same time. I'll continue to use this as I begin my investing journey outside of my 401K, Roth, etc. Great stuff! Thank you.
@shubtrip 3 жыл бұрын
Thanks for a great video. Tremendous learning in a hour on how to evaluate to find high growth, low risk companies. Very clear and powerful thoughts. Will continue learning!
@BrianFeroldiYT 3 жыл бұрын
Glad it was helpful!
@laurynasnavakauskas9724 Жыл бұрын
A very valuable walk-through, thanks for putting it up.
@saithanh9712 2 жыл бұрын
Great stuff from both of you! May I ask how you do when the criteria has 4 scores: from 0 to 3 (i.e. 0-1-2-3) but only 3 levels (low-average-high)? Thanks!
@lowwenleong2744 2 жыл бұрын
thank you ! hope you can make a video about stock dilution risk and customer acquisition costs
@BrianFeroldiYT 2 жыл бұрын
Good ideas!
@hirenshah1278 3 жыл бұрын
Excellent video Brian 2x , I showed video to my wife she is learning fundamental analysis and your explanation of framework and process was very helpful. I will buy your Google sheet .Thank you for sharing 👍
@stoffelbrian 3 жыл бұрын
That's great!
@bharmarsameer 2 жыл бұрын
Thanks a lot Brian! This is really an awesome walkthrough :)
@BrianFeroldiYT 2 жыл бұрын
Glad you enjoyed it!
@user-nv7ue8tv1m 9 ай бұрын
Thanks for the Checklist I first thought you'd have to pay an awfull lot, but turns out you dont have to pay anything, for me as a 17 year old student thats very very helpfull so thank you very much.
@Jens640 2 ай бұрын
Amazing Checklist. Do you regularly revisit the principles and categories and maybe update the checklist in an iterative manner?
@ChristianSoschner Жыл бұрын
Fantastic content. Thanks for sharing and helping other people learn investing.
@45414 3 жыл бұрын
If you don't subscribe to Brian Feroldi's email list, do it ASAP. Great daily reminders that are valuable for investing and most other aspects of life. Do it now! (not Brian's dad)
@BrianFeroldiYT 3 жыл бұрын
brianferoldi.substack.com :)
@RobTheBarb 3 жыл бұрын
I sincerely thank you for making this kind of information available. Keep teaching us how to fish
@BrianFeroldiYT 3 жыл бұрын
That's part of our mission!
@MoMo-00 3 жыл бұрын
@@BrianFeroldiYT well, what's your mission statement? (I need to determine if it's easy, inspiring and optionable)
@MoMo-00 3 жыл бұрын
I found it: to spread financial wellness!
@trijensen 11 ай бұрын
Amazing! Thank you both.
@zigzaggsting 2 жыл бұрын
Awesome guys great information have you had a good look into nano dimension
@yb4636 3 жыл бұрын
The wealth of information from you guys are priceless!!
@BrianFeroldiYT 3 жыл бұрын
Thanks YB!
@David-jv7ot 2 жыл бұрын
loving your work boys phenomenal stuff and even after years of investing you have made me rethink my approach
@BrianFeroldiYT 2 жыл бұрын
Glad to get the wheels turning!
@jesperjeppesen1013 2 жыл бұрын
Thanks for making us better investors. Love your content!
@BrianFeroldiYT 2 жыл бұрын
I appreciate that, Jesper Jeppesen!
@ULCERE13 3 жыл бұрын
Best content i have seen about investing in a while 💎
@stoffelbrian 3 жыл бұрын
Thanks!
@mafroper 2 жыл бұрын
Hi Brian(s), many thanks for shooting this vid, so much insight into how to assess a stock before investing. Quick question and forgive the ignorance upfront! Is there a video in your arsenal similar to this but aimed only at "growth" stocks, or stocks that are in the early stages?
@BrianFeroldiYT 2 жыл бұрын
Thanks Michael! No, we don't have one on that yet
@investorcentral4246 3 жыл бұрын
Thanks for all the insight into the process. Are there things you are thinking about adding to the framework? Likewise, are there things you had, but have since removed?
@stoffelbrian 3 жыл бұрын
Mine has continually been cut down. Over and over and over again. Right now, I'm pretty happy with the eight the AF framework has. Brian's is longer, but (obviously) covers a lot more too
@investorcentral4246 3 жыл бұрын
@@stoffelbrian Understood. Thanks
@florisengelmann 3 жыл бұрын
Incredibly useful information. Thanks, B&B!
@BrianFeroldiYT 3 жыл бұрын
Glad it was helpful!
@9to5freedomseeker2 3 жыл бұрын
Awesome video. You guys rock! Thank you.
@BrianFeroldiYT 3 жыл бұрын
Thanks for watching!
@jayneparker8331 3 жыл бұрын
Great video I learnt a lot. I intend to go through my portfolio as well as utilise it for new investments. How often do you recommend to revisit the scores for a company that you have invested in?
@BrianFeroldiYT 3 жыл бұрын
Depends -- annually likely makes sense
@cedricok8703 3 жыл бұрын
Great two Brians!! Cheers from Brazil, french investor. Obs : Brian Feroldi, i got your name when i listened your sensational speech on The Investor's Podcast Network, you can beat the market.
@BrianFeroldiYT 3 жыл бұрын
Thanks for listening!
@arashsatterman9917 11 ай бұрын
Hi Brian! Many thanks for a really good video. I have just started my journey in valuing companies so I can get a better picture of where the company is going, as well as in the what phase. For this I need tools that give me real values. Where can I pick up your spreadsheet?
@BrianFeroldiYT 11 ай бұрын
There's a link in the video description -- but you can use this: brianferoldi.com/checklist
@ebroz6024 2 жыл бұрын
loved the video. Is there a similar one breaking down Brian Stoffel's Anti-fragile framework? thanks guys!
@BrianFeroldiYT 2 жыл бұрын
It's old, but yes! kzfaq.info/get/bejne/eN55g5WezsCveJc.html
@chrisresendez3213 3 жыл бұрын
Love these videos, Brian!
@BrianFeroldiYT 3 жыл бұрын
Glad to hear it!
@BrianFeroldiYT 3 жыл бұрын
Thanks for watching! Download the checklist here: gum.co/zWXye
@kurtelia2212 3 жыл бұрын
Just tried downloading it, and the "I want this" button on gumroad doesn't work.
@mkabrha4968 3 жыл бұрын
The same for me also
@AndyMarr29 2 жыл бұрын
@@kurtelia2212 I had the same experience. Looks like you need to enter a $ value in the box above the button. Suggestion is to enter $19 or more.
@scottcromb9030 3 жыл бұрын
Brain^2 thanks so much for this insightful video. I have a degree in finance and feel like I learnt more about stock analysis in this video. I have a question in regards to organic growth runway. I note that you said you dont want to see revenue growing from acquisitions, but in your check you simply looked a revenue growth. How do you know that the increase in revenue wasnt due to an acquisition that year ? Thanks in advance gents really appreciate your work.
@BrianFeroldiYT 3 жыл бұрын
Thanks Scott! That's where studying the business & business model comes into the picture. Sometimes organic vs. inorganic is broken out, other times its not.
@zachhildebrandref 3 жыл бұрын
Thank you enjoyed this alot.
@BrianFeroldiYT 3 жыл бұрын
Our pleasure!
@Oyimsbaba 3 жыл бұрын
This is helpful, thank you.
@BrianFeroldiYT 3 жыл бұрын
Glad it was helpful!
@razvanimal8690 2 жыл бұрын
Legend has it the only dislike on this video came from Bob Nardelli
@BrianFeroldiYT 2 жыл бұрын
ha!
@juanpabloverdier3356 3 жыл бұрын
Once again: thank you both!
@stoffelbrian 3 жыл бұрын
You're welcome!
@BrianFeroldiYT 2 жыл бұрын
Glad you found it helpful!
@kamugishathierry7653 2 жыл бұрын
how can one access to the check list? I can't. Maybe something is wrong.
@blake3200 Жыл бұрын
Could you do a video on cardlytics?
@harshcancerian 2 жыл бұрын
Hello Brian x2. Just went and downloaded your checklist. Hope I made you smile. How often do you update various resource links that you have in there? Reason I ask is if I download a local copy, wont have the latest updates that you might add from time to time. I know you've set it for free so I can go and download it for free next time however trying to understand how frequently I should be doing that? Many Thanks and have a lot of respect for what you are doing.
@BrianFeroldiYT 2 жыл бұрын
Thanks Harsh Upreti! We DON"T publish the scores if that's what you are referring to. However, there are some links in there to investing resources. Those might change occasionally. To your point, its free to download, so you can always download it every 6 months to keep up with the changes!
@mrsecretary400 3 жыл бұрын
Yesss! Thanks a lot Brian! :)
@BrianFeroldiYT 3 жыл бұрын
Sure thing!
@kwoniljung9366 3 жыл бұрын
thanks, learned alot!
@BrianFeroldiYT 3 жыл бұрын
Glad it was helpful!
@GaryKarr 3 жыл бұрын
Thank you so much for walking through this line by line. I followed along for the entire hour or so while doing my own score for $AXON, which netted out at 94. Does that seem high? Anyway, thank you so much for doing it.
@BrianFeroldiYT 3 жыл бұрын
Yup, that's high! But the score is subjective. As long as your are consistent, that's what matters!
@GaryKarr 3 жыл бұрын
@@BrianFeroldiYT I may be too optimistic about its moat, but seems to me that the deals they strike w/ authorities are difficult to switch away from. First-mover, founder-led, great mission statement ... I'm a bit rosy.
@Footballeditz3210 3 жыл бұрын
Brian, I downloaded the spreadsheet, very useful, thanks. I found that the first 5 Moat related rows should be averaged (sum d11:d15)*15/70, if you would like to obtain a maximum score of 100, but it doesn't appear that way in the SS. Is this an error or a misinterpretation from my side? Thanks again, I think you do a great job educating all to make us better investors
@BrianFeroldiYT 3 жыл бұрын
Hi German! No -- the MAX moat score is 20 (15 for an individual moat number and 5 for if its widening). Otherwise, the moat would be on the only metric that mattered.
@Footballeditz3210 3 жыл бұрын
@@BrianFeroldiYT OK, so, if this is true, in the HD example you gave them 15 out of 15 even though you consider they have no network effect, don't benefit from switching cost, etc.) Is this right? Thanks
@marcobianchi1458 2 жыл бұрын
it seems to me that all your criteria, except one (returns on capital) keep track of the price on the stock and whether it is overvalued. I would assume that AAPL would score very high but for some people, it might be overpriced. Shouldn't you add more value vs price criteria in your score?
@berketok7059 2 жыл бұрын
Amazing video! Very inspiring.. Do you have any alternatives for YCharts?
@BrianFeroldiYT 2 жыл бұрын
Stockrow.com is the best I can think of
@berketok7059 2 жыл бұрын
@@BrianFeroldiYT Thanks a lot!
@michael8201 2 жыл бұрын
This is awesome
@kobe81 3 жыл бұрын
Golden nuggets here... thank you Brian! (I happen to know your work because your twitter was routinely shared by a popular Chinese youtuber with approx. 58k followers in his investment channel) A trivial question from a beginner like me...For a growth company, is all cash and no debt a good thing? (financial resilience)
@BrianFeroldiYT 3 жыл бұрын
Didn't know that! And yes, that's my preference for a growth company!
@kobe81 3 жыл бұрын
@@BrianFeroldiYT Good to know! Sometimes I see some companies have enough cash to pay off their debt but they seem to leave like that (U). I mean having some percentage of debt for expanding their business while having some more cash at hand to deal with contingencies or whatever, wouldn't this be a good strategy for a growth company? Yes, your tweets have been frequently used as a sort of "soul massage", to comfort or inspire people...maybe you did not know this but I think you have a high reputation in that channel (for example: kzfaq.info/get/bejne/kNOJpq6ov7evZY0.html )
@r4759 3 жыл бұрын
For a hypothetical "magical" company, can a moat score possibly be 75 or is there a max cap for moat section of the checklist?
@BrianFeroldiYT 3 жыл бұрын
Max score on moat is 20.
@VuongNguyen-og4sw 2 жыл бұрын
Sir, what is your top holding portfolio looks like? If you wouldm't mind sharing
@BrianFeroldiYT 2 жыл бұрын
Will probably relase a video at year end
@VuongNguyen-og4sw 2 жыл бұрын
@@BrianFeroldiYT thank you sir, so Im doing research on these tickers which I will be holding for long terms, however I’d love to see a video about them if you guys ever had time, they are “ GENI, CTRM( only 1 employee), PSFE”. Thank you a lot for your efforts
@michaelmilian4336 3 жыл бұрын
I look at CEO and leadership, current and projected growth rate, current market cap, projected industry cap, and X factor that gives this company and edge over others.
@BrianFeroldiYT 3 жыл бұрын
Good points Michael!
@abhipatil4844 2 жыл бұрын
Too good Brian
@BrianFeroldiYT 2 жыл бұрын
Thank you, Abhi Patil!
@SoftCrunch917 3 жыл бұрын
Amazing! Make this the channel intro video!
@stoffelbrian 3 жыл бұрын
Great idea!
@BrianFeroldiYT 3 жыл бұрын
I will!
@Propertystockbusiness 2 жыл бұрын
bookmark: 36:54
@andyong558 2 жыл бұрын
Can we have Brian Stoffel's checklist step-by-step guide too! Thank you!
@BrianFeroldiYT 2 жыл бұрын
kzfaq.info/get/bejne/eN55g5WezsCveJc.html
@andyong558 2 жыл бұрын
@@BrianFeroldiYT how did i miss that! Thanks Brian!
@tdan89 3 жыл бұрын
Like without even watching. I know it will be awesome 🤓🤓
@BrianFeroldiYT 3 жыл бұрын
:)
@RakeshTheKumar 3 жыл бұрын
I tried filling it up for TTD and had to constantly fight the bias in rating it higher for subjective fields since I really like the company. How do you stay neutral when you're filling it up for a company that you really like?
@BrianFeroldiYT 3 жыл бұрын
If you aren't brutally honest & fair, the checklist will bias you towards stocks you WANT to own, not those you SHOULD own
@RakeshTheKumar 3 жыл бұрын
@@BrianFeroldiYT That's true. Few points here and there and the end score may change. May be I should read several bear cases before filling up the checklist 🙈
@Xyz19781i 3 жыл бұрын
amazing channel
@Xyz19781i 3 жыл бұрын
in fact exceptional
@BrianFeroldiYT 3 жыл бұрын
Appreciate that Joyanta!
@Miguaelable 3 жыл бұрын
Checklist $CLOV video? But this will do thanks for the amazing content 💪
@BrianFeroldiYT 3 жыл бұрын
Recording later today!
@Miguaelable 3 жыл бұрын
@@BrianFeroldiYT sounds like power thank you 💪
@srenhedegaardnielsen8738 3 жыл бұрын
Can you create a TIKR account without an invite code?
@BrianFeroldiYT 3 жыл бұрын
tikr.com/brian
@rebbemfulify 3 жыл бұрын
What does GDP mean in Organic growth rate category?
@juanpabloverdier3356 3 жыл бұрын
Same doubt here! My guess is Gross Domestic Product but I dont think I am right.
@BrianFeroldiYT 3 жыл бұрын
Gross Domestic Product
@RussAbbott1 2 жыл бұрын
I'd give HD a negative score on Brand value. It is widely known to sell junky products -- even brand-name products from other companies. They tell the other companies to give them their worst quality products at the lowest possible price. Or, at least that's their reputation. Since AWS didn't exist before 2007 (or so), would you really have given Amazon a high score for optionality at that point?
@bizzt96 3 жыл бұрын
Sorry but I can't agree with "debt eliminates options" statement. Debt sometimes is much better than cash for capex. Over all I really appreciate your knowledge.
@BrianFeroldiYT 3 жыл бұрын
To each, his own! I don't like debt of any kind.
@1433443 3 жыл бұрын
At what point do you factor the value of the company?
@stoffelbrian 3 жыл бұрын
Here's a link to how I think about it: twitter.com/Brian_Stoffel_/status/1404805300121657357
@1433443 3 жыл бұрын
@@stoffelbrian Thank you Brian !
@1433443 3 жыл бұрын
Brian does this still apply to companies like Shopify who are now trading at 50 P/S
@stoffelbrian 3 жыл бұрын
@@1433443 All I can say is, I'm not selling a single share of SHOP I own *unless* it becomes too big in my port.
@MoMo-00 3 жыл бұрын
@@stoffelbrian can someone copy/paste it here. Twitter is blocked for me ony browser...
@KoshilanKoshTV 3 жыл бұрын
Can you do SKLZ company :)
@BrianFeroldiYT 3 жыл бұрын
On our list!
@r4759 3 жыл бұрын
What does SFS stand for?
@BrianFeroldiYT 3 жыл бұрын
Stocks from Scratch
@r4759 3 жыл бұрын
@@BrianFeroldiYT of course! How did I miss that lol
@r4759 3 жыл бұрын
@@BrianFeroldiYT BTW amazing content! I have watched every single video! I have started using both checklists and learning ton!!! THANK YOU TO BOTH!
@petermaag9622 2 ай бұрын
Big headphones. Big.
@karlulriksson3070 3 жыл бұрын
Where's my cookie?
@yb4636 3 жыл бұрын
Elon Musk is not the founder of Tesla btw!
@BrianFeroldiYT 3 жыл бұрын
Technically, you are correct. But, for all intense and purposes, he's the founder.
@21stcenturypirate18 2 жыл бұрын
Loved the round-through, albeit long-winded, but not long-winded enough. I get that this is a basic run-through of concepts, but there are so many technical, not to mention idiotic cultural misconceptions and dichotomies in here, that if you're not a DOW or S&P500 investor of US trading established companies functioning MAINLY in the US, stay away from this like the plague! There's so much US subjective non-quantitative views/opinions here that it would scare any rookie emerging market investor to their core, and for absolutely no reason. ps. in China alone, there are over 3500 languages, and if you combine Cantonese, and Mandarin, they provide a pretty good marketbase for an established, innovative company, that isn't from the US of A that only provides a service in English. P.S. who the fuck grows by Organic measures? This isn't the 1950's! Frankly, I have so many question marks, there are too many to mention, we'd go on for weeks if you were to answer them all. Classic US BCG undergraduate shit stuff just to please the one or other US SME 10+ CEOs, but most likely just to drive youtube/Twitter clicks for Reddit or Piratebay retail investors I bet. lol But hey, call me a Fool if you like...
@jakobpalek569 Жыл бұрын
When assessing the balance sheet, it is useful to consider the ability to repay the debt. Instead of simply looking at cash and debt, relate it to EBITDA. HD has below 2.0x, which is very solid, and committed publicly to maintain this level.
@BrianFeroldiYT Жыл бұрын
Yes. Details like that can matter. Balance sheet analysis depends on the stage of growth the company is in. HD is mature, so cash vs. debt isn't as meaningful now as when it was a growth stock.
@jakobpalek569 Жыл бұрын
@@BrianFeroldiYT thank you! I love your structured approach. Would love to have a checklist tailored for value companies as well. Anyways, keep on doing great videos!
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