Episode Details
Back to Episodes209 - Can You Predict a Company's Future Earnings?
Description
In Episode 209 of the Diary of a UK Stock Investor Podcast this week:-
- (00:00) Show Start
- (01:00) My Investing Diary
- (12:00) Letters From Our Listeners
- (22:02) The Financials Can't Tell You What's Coming
- (28:40) Danny DeVito on Value Investing
- (31:45) UnitedHealth Group versus Games Workshop
- (38:45) Buffett, Munger and Phil Town on Looking Beyond the Numbers
This week, I explore whether we can really predict a company's future earnings and why relying on historical financials alone can be dangerous. Using UnitedHealth Group and Games Workshop, I look at why understanding a company's competitive advantage may give us a better chance of judging whether its past success can contine into the future.
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The Diary of a UK Stock Investor Podcast is a diary-style, educational podcast documenting Chris's long-term journey as a UK retail investor, with the personal goal of one day becoming a Stocks & Shares ISA millionaire.
Each episode reflects on the realities of long-term investing, including lessons learned, mindset, decision-making, and progress along the journey. The show also features listener correspondence, discussion of general market news from UK and US stocks, and educational explanations of investing concepts drawn from real-world experience.
From time to time, episodes may explore publicly available company financial statements to help listeners better understand how to read financial data and what different figures mean in practice. These discussions are for educational purposes only and are not intended to influence investment decisions.
The podcast does not provide investment advice, personal recommendations, or guidance on what to buy or sell. Chris does not disclose specific investment transactions or encourage listeners to follow any particular strategy. Any views shared are personal reflections only and may change over time.
All content is provided for general information and educational purposes and does not take into account individual financial circumstances. Investing involves risk, and listeners should always do their own research or seek advice from a Financial Conduct Authority authorised financial adviser before making investment decisions.
New episodes are released EVERY Thursday!
Contact the show at
chris@chrischillingworth.com