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This video is sponsored by Morning Brew - use the following link to sign up for their awesome newsletter: https://morningbrewdaily.com/theplain... 00:00 - Introduction 02:02 - Screening for ideas 03:09 - Understanding the business 05:51 - Understanding the finances 09:50 - Understanding the strategy 13:00 - Stock Valuation 15:44 - Review and finalize notes 17:11 - Conclusion Resources (no current affiliation): Free Screener: https://finviz.com/screener.ashx Free Data Terminals (some with watchlists/screeners) https://www.tikr.com/ https://app.koyfin.com/ https://wallmine.com/ (an old sponsor) Free Watchlist: https://www.bloomberg.com/markets/wat... If you'd like to support the channel, you can do so at / theplainbagel :) DISCLAIMER: This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).