FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management, and Finding The Next Multibagger
Hosted by Lee Cleasby
FYR075 | Ed Croft, Stock Picking, Stockopedia, Portfolio Management, and Finding The Next Multibagger
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Ed Croft is the co-founder and CEO of Stockopedia whose goal is to help private investors beat the market. Ed began his career with Goldman Sachs as a wealth manager before leaving to manage his family funds leading launch of Stockopedia in 2012.
Key topics:
What is a multibagger.
What creates a multibagger.
How you can find companies with these long-term qualities today.
Portfolio and risk management.
Why Ed is optimistic about the UK stock market.
Why Ed’s investing style has gone full circle back to being more of a stock picker.
What Ed learned going through a 60% drawdown during the financial crisis.
Ed shares in great detail the metrics that drive long-term compounding in companies, including how you can find those companies today.
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Timestamps:
1:30 How Ed got started as an investor and his journey so far.
4:00 Ed sharing what is a multibagger.
5:30 Why Ed and the Stockopeda team decided to carry out the research into stocks that multibag.
7:45 What surprised Ed the most?
9:00 The financial characteristics that drive long-term compounding companies.
11:35 The qualitative aspects that drive long-term compounding companies.
15:40 Discussing Ed’s investing style and approach
21:00 Ed sharing his experience of a 60% drawdown and discussing drawdowns in general.
25:20 Ed sharing his market timing strategy.
29:00 Ed sharing how you use this knowledge to find stocks that can multibag today.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
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Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.