Analysing a Company’s Management | Stock Analysis 101

[@richardb7726]

I like the quote, ‘always invest in the type of business an idiot could run, because eventually one will’

[@HamishHodder]

Love that one from Buffett

[@nelsonlee9751]

Integrity and skills are very important part of management. Great video Hamish

[@HamishHodder]

Thanks Nelson!

[@vvolfflovv]

So glad you made this crucial video :) This has been the hardest part of the equation for me and gave me some great red flags to look for. When I was listening to a Fed Ex conference call last week, I really got the sense that the management felt like they didn't want to be bothered hearing their shareholders concerns and decided to hold off on investing my hard earned money.

[@HamishHodder]

It's very off putting when a management doesn't care about the owners who essentially put them in those positions.

[@scottscriticalmass]

I've always had a high opinion of FDX management, so surprised to hear that. I might need to give that a listen. Hmmm...

[@vvolfflovv]

@@scottscriticalmass it's only one piece of a larger puzzle but that was the sense that I got from their q&a

[@ingridgarcia3543]

Very important the analysis of debt. I think it can give for an individual video.

[@aleksandergrabovaj1637]

Hey @Hamish Hooder, is there anything else new you've learned in these past three years that might be worthy remaking this video? Thanks for sharing all this good content!

[@davidjohnevans182]

Good value Hamish.explanes his topic in simple well explained pointers to business analysis systems Highly recommend his video Knocked it out of the paek

[@davidjohnevans182]

Park not peak ( sorry for my indescrection 😀

[@borsenchannel8945]

As always a great and above all informative video. You manage to solve my previous difficulties in analyzing stocks. Thanks for that

[@nenditajaswal]

this video helped me with my university interview. thanks a lot!

[@gedankentanken1759]

Yes analysis components would be great. Could you analyze chipotle Mexican grill ?

[@marcusarphaxad9980]

This video was quite informative. Thank you for your efforts :)

[@HamishHodder]

Thanks for watching Marcus :)

[@cashflowyield]

Very good video, found it helpful. Thank you Hamish!

[@mota7712]

Hi are you planning to do any videos about how to calculate the rate at which a company burns its cash flow. Expecially when investing in companies that are at early stage and they are not have profits yet. Thanks I am learning lots from your videos 😊

[@ZafarAhmed-tr8bq]

How to i get value investing class from colombia business school

[@9540495404]

Thanks for taking the time putting the videos together. Your assume

[@6Firebird]

Good stuff as always. Interesting that Phil Town released a video in the last few days talking about managment. What is also noticed at the debt managment part: Who came up with this system? For 12 month we are doing assets/debt so we want a high number, for long turn we are doing debt/equity, so now we want a low number... Sure you get used to it, but why not do both the same way? You could also easily compare how much short term risk are they taking this year compared to their long term risk?

[@SriHari-lo6ox]

Super and informative video ,nice to watch

[@alexinvests]

Great info. Thanks for the video!

[@jaroncorleone]

A lot of value here thanks

[@edankon4858]

Very helpful video! thanks vry much~

[@geoffphillips5872]

Management ratings is long overdue,

[@brainstormer2520]

Perhaps, another area of poor management is poor acquisitions. If acquisitions are made into new areas, it could mean that the core business is deteriorating.

[@gauravthadanii]

Not necessarily, it can also mean that they just want to acquire the competition. look at google or meta.

[@gavinli2443]

Great video as usual

[@AussieMoneyMan]

Great video Hamish. Great topic.

[@HamishHodder]

Thanks :)

[@burrellinvestments5952]

hey I can't find the video where you told us a website we could look up any public company balance sheets... What was that website again?

[@HamishHodder]

Quickfs.net

[@burrellinvestments5952]

@@HamishHodder thanks man!

[@ashutoshagarwal9267]

Hey hamish. I like your video. M from INDIA. really appreciate how you explain the topic. Is there any method also for valuation other than discounting ?

[@Northstar2000]

There is a few, 10 cap method, earning power value, payback time using relative value metrics like peg, pe, pb, PS etc

[@ashutoshagarwal9267]

Gemeplay whether we should use any of the above method for valuation ? Under what circumstances

[@gauravthadanii]

DCFf is probably the most realistic approach tho.

[@deakin210]

Hi Hamish Really appreciate your work. Just wondering if you know any good websites to get the info to analyze company's? I know you use companys annual reports but this is a bit time consuming for me. I also saw in another comment you recommended quickfs, but my understanding is it's only for US companys. Do you know of any that do US and Aus companies? Thanks a lot

[@HamishHodder]

I don't know of any free australian sites that offer 10 years of data. I usually go to Commsec for Australian data or I just manually find the data in annual reports on the company website.

[@geoffphillips5872]

Society gives primary, secondary & tertiary students academic achievements via percentage marks & A,B,C etc. Why not the management personnel, especially of listed companies, based on their past performances and also with any prior management/board positions in other companies? Standard @ Poors have some of this datum, along with other ratings agencies.

[@Northstar2000]

Bro, your content is good, but you should totally change your name to Hamish Hodler for the memes also keep saying moat and I will subscribe

[@AkshayKumar-yn3lj]

I cant believe how you managed to explain such a complicated topic so easily and make it sound simple. Thanks a bunch dude. Also take care man, the wound on your eye looks nasty.

[@HamishHodder]

Glad you found it useful! It's a birthmark :)

[@nthomp00]

Phil Town Jr. / Warren Buffett Jr. 😂

[@Jake65Kelly]

Another great vid Hamish. Please be mindful that some CEOs are women

[@HamishHodder]

Thanks!

[@Northstar2000]

Why do these jokers like to talk in EBITDA multiples all the time, instead of FCF