As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies.A good starting point is using Google to gather basic insights—stock charts and financial summaries provide a broad overview. From there, explore their reports to assess transparency: are they forthcoming with information, or does it seem like they’re withholding details?Finally, conduct a deep analysis to determine whether the company aligns with your values and investment philosophy.In this follow-up to the previous episode's discussion, Phil and Danielle return to Terumo to talk through a recent application of their research process.For help to find the right business to start your own deep dive, don’t miss your free copy of the “3 Circles” Exercise Guide:  https://bit.ly/3LOexg2Topics Discussed:<ul>
<li><a href="https://www.kiplinger.com/investing/stocks/why-is-warren-buffett-selling-so-much-stock">Buffett selling stock</a></li>
<li>Treasury bonds and P/E ratios</li>
<li><a href="https://www.ceotodaymagazine.com/2024/10/the-25b-boeing-problem/">Boeing woes</a></li>
<li><a href="https://www.ruleoneinvesting.com/invest/gifts/op/rule-of-72-investing-cheat-sheet.html">Rule of 72</a></li>
<li><a href="https://www.terumo.com/">Terumo</a></li>
<li><a href="https://www.investopedia.com/terms/o/otc.asp">OTC companies</a></li>
<li></li>
</ul>Resources Discussed:<ul>
<li><a href="https://allin.com/">All In podcast</a></li>
<li><a href="https://www.amazon.com/gp/product/0307336840/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0307336840&linkCode=as2&tag=rule1invest-20&linkId=R5VDRB7FM4HOHYLO">Rule #1 by Phil Town</a></li>
<li><a href="https://www.amazon.com/Invested-Warren-Buffett-Charlie-Emotions/dp/0062672649">Invested by Danielle and Phil Town</a></li>
</ul> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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