MTI028: Evaluate Management and Earnings Calls with Andrea Travilian

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Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management and listening to earnings calls.

Topics covered include:

  • The importance of diversification and asset allocation (“buckets”)
  • How to evaluate management and why it is important
  • How anyone can listen to earnings calls and the benefits of doing this
  • A common problem many business owners face yet might not even think about
  • Panel discussion about having a “mad money account” and more

Resources

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

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