Financial Frameworks: Better Decisions by Building on What You Know, Fundamentals & Value Investing
by Dr. Michael G. Lehan
May 5, 2024 12:30 am
Environmental, Societal and Governance (ESG) business practices are increasingly an important part of many investors criteria for buying stock. Dr. Lehan looks at four alternative ways to assess ESG, reviews their details in this and three previous podcasts, then recommends a vetting method that does not require a lot of time while being comprehensive. All four podcasts focus on the greenhouse gas element of ESG for simplicity and time sake. However, the process could be applied to other ESG issues. Dr. Lehan believes that some ESG metrics will grow and become stronger in this developing field, while others will fade and not be used over time. Understanding what and how to measure should be insightful in selecting successful investments. This podcast is intended to assist in that process. This podcast provides a perspective regarding the development of the ESG arena that investors should keep in mind while focusing on their purposes and their particular investment strengths while the specifics, intent, and application of ESG criteria evolve in the coming years. It is sort of keeping track of the buoys, cans and other channel markers on our ESG investing voyage.
Recent Episodes
Financial Frameworks Podcast 37: Value Investing - A Practical Approach to Figuring Out Moats
6 months agoFinancial Frameworks Podcast 36: Value Investing Hard Task 4 - Passing on A Stock That is Close
8 months agoFinancial Frameworks Podcast 35: Value Investing - Committing to the Decision
8 months agoFinancial Frameworks Podcast 34: Trusting Your Judgement and Avoiding Overconfidence
11 months agoFinancial Frameworks Podcast 33: Value Investing Hard Parts, Let’s Start with Margin of Safety
11 months agoFinancial Frameworks: Learning About Learning and Applying it to Value Investing
1 year agoFinancial Frameworks Podcast 31: Value Investing Using Bruce Greenwald Growth Concepts
1 year agoFinancial Frameworks Podcast 30: Margin of Safety in Valuing a Company, Saving & Investing and Loss Aversion
1 year agoFinancial Frameworks Podcast 29: Translating Margin of Safety from Concept to Tool
2 years agoFinancial Frameworks Podcast 28: Value Investing Building on What You Know - Estimating Future Value, Introducing Margin of Safety, and the Value of Strategy
2 years ago