Part 5/9:
One of the most significant takeaways from Coffin’s insights is the emphasis on thorough research. He positions himself as a fundamentally-focused investor, highlighting the difficulty of translating this research into actionable investment decisions. Fundamental analysis combines both qualitative and quantitative assessments, where understanding a company’s business model, products, and competitive landscapes are paramount.
Taking a typical stock research process, Coffin outlines that performing due diligence on a company can involve a commitment of time, often requiring several days to a week, depending on the complexity of the sector involved.