
No matter what your background - CFA, CPA, engineer, doctor - even the most seasoned investors can be overwhelmed by the sheer amount of information out there designed to “help” you make informed decisions about where to put your money. As a result, sometimes you might suffer from analysis paralysis. Feverishly researching every nook and cranny of a company’s financials, digesting the latest news, understanding insider insights - how do you know when enough information is truly enough? What if you miss a vital clue to a killer buying opportunity, or worse - a hot mess waiting to happen?
“There is a fine line between knowing enough and trying to know everything about a company before making an investment decision.” So says William Block, President and CIO of W.G. Investment Research LLC, an independent equity research and analysis firm, and the brains behind “Going Long With W.G.,” his Marketplace service here on Seeking Alpha that focuses on long-term opportunities and short-term actionable insights. Known as W.G. Investment Research here on SA, William is a veteran long investor - he’s also a CPA with decades of financial industry experience. We asked him if he felt his financial expertise was a help or a hindrance when it came to making investment decisions. Turns out, it’s a little bit of both. William joined the Roundtable to talk about his long investing approach and experiences, five stocks he believes have tremendous upside, and the best piece of investing advice he ever received.
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