How to Analyze a Company: Fundamentals, Risk, and Long-Term Thinking

Everyone talks about investing — but how do you actually research a company before putting money at risk?

In this episode of The WealthWise Show, I walk you through how I personally research and evaluate companies, from a long-term, fundamentals-driven perspective. This is not about hype, hot tips, or trying to time the market. It’s about understanding businesses, managing risk, and making informed decisions.

We cover:

• Where I start when analyzing a company
• How I look at financial statements and business fundamentals
• Why cash flow, debt, and margins matter
• How management quality and business models factor into decisions
• The role of risk, valuation, and long-term trends
• Why not every good company is a good investment
• And how research fits into a diversified portfolio

This episode is designed to help listeners better understand how professional research thinking works, whether you invest on your own or work with an advisor. My goal is to give you clarity, not complexity — and to help you think more critically about the companies behind the investments you own.

🎧 If you’ve ever wondered what actually goes into real investment research, this episode pulls back the curtain.

The WealthWise Show is for educational purposes only and does not constitute investment, legal, or tax advice. Benowitz Wealth Management is a Registered Investment Adviser registered with the State of Florida. Advisory services are offered only to clients or prospective clients where the firm is properly registered or exempt from registration. Investing involves risk, including the possible loss of principal. Any examples discussed are for illustrative purposes only and do not represent actual investments or recommendations. Past performance is not indicative of future results. Listeners should consult with a qualified financial professional before making any investment decisions.