📈 Share investing checklist (ASX & US companies)

Welcome to Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst. 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 is, competitive advantages, whether it’s in a growing industry and looking at it’s valuation. 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 (ASX: XRO), and we’ll finish the month with a share investing specific Q&A and 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). Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask Australia 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. Episode transcript now available via the show notes page. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th of May 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices