How I Research Stocks - Step-by-Step Fundamental Analysis

In this episode of The Plain Bagel, Richard Coffin provides a behind-the-scenes look at his investment research process as an investment analyst. He emphasizes that this is not a recommendation for everyone to pick stocks, as it requires passion and can be strenuous. Richard outlines his step-by-step approach, which includes screening for ideas, understanding the business and its finances, evaluating the company's strategy, and conducting a valuation. He also stresses the importance of reviewing and finalizing notes for future reference and monitoring stocks on a watch list for potential buying opportunities. The episode is sponsored by Morning Brew, a daily newsletter that provides business, finance, and technology news.