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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (52553)10/21/2013 8:30:06 AM
From: Dale Baker   of 78764
 
Some simple rules....listen to what management is most confident about and doublecheck if the facts back that up.....find out what the company's biggest weaknesses are and see if management address them candidly either in their own presentation (extra credit for that) or when the analysts raise them in Q&A....

I agree that your time is better spent reading transcripts than listening. You can skim a CC in 10-15 miinutes while listening can take an hour in some cases.
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