Want to create an interactive transcript for this episode?
Podcast: Australian Investors Podcast
Episode: Burgers, valuations & M&A ft. Chloe Stokes, CFA
Description: Chloe Stokes, CFA is an investment analyst at Forager Funds Management, focused on international companies.Chloe joins Owen Rask on The Australian Investors Podcast to talk about her investment process, how to find an edge as an investor, why valuation is key, the inside of mid-tier M&A deals and more.In this podcast, Chloe tells us:
What a typical day in M&A looks like
Why DCF valuations are done on every stock the Forager team finds
How Chloe builds a thesis and gets a variant perception
The 50-page investment...