How do you build confidence in picking individual stocks?
When Jess saw that fund manager Victoria Harris had added Eli Lilly to her fund, she did a double take. It was the same stock Jess had recently sold after feeling overwhelmed and unsure of her stock-picking skills. She knew she had to ask Vic about it.
This longer than usual conversation gives Jess time to explore Vic’s journey: from her early career in funds management, to building The Curve with her co-founder Soph, a media company helping people learn about finance and investing, and now coming full circle by launching their own fund, The Curve Investments. The Curve has grown into a global community of 150,000, with more than 3 million podcast downloads.
Then Vic walks Jess through the research and questions she uses before investing in a company. It’s a very practical look at how a fund manager approaches a stock - a process anyone can use to research any company and build confidence in their own decisions.
Chapters:
00:00:00 Stock Picking Confidence
00:09:02 Overcoming Investing Fears
00:16:53 The Triple F Strategy
00:23:28 Finding Stock Opportunities
00:32:39 Financials and Valuations
00:41:33 When to Buy and Sell
00:49:30 Building Confidence
Links mentioned in this episode:
Check out more from Vic on her podcast: The Curve Apple podcasts and Spotify. Or, find her on instagram here.
Jess Gets Investing (Jess’ original Get Started Investing series) now has its own home on Spotify, Apple Podcasts to make it easier to find! Or check it out on YouTube here
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us submit here
🤳 Follow Jess’ investing journey on Instagram at getstartedinvesting_
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
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Thanks to MLC for sponsoring this series and helping keep our content free.
If you’re the type of person who spends weekends comparing ETF’s, keeps an eye on crypto, and never misses an episode of Equity Mates, here’s one investment you may be overlooking – your super.
MLC knows it might not seem as exciting as picking your next investment, but thanks to tax advantages and decades of compound growth, it could end up being one of the hardest working investments you own. See how your super could be working harder with MLC at mlc.com.au
Disclaimer: Products issued by NULIS Nominees (Australia) Ltd as trustee of MLC Super Fund. General information only. Read the PDS & TMD available at mlc.com.au and consider if it’s right for you.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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