# How to Research Stocks and Build a Portfolio Page: https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/how-to-research-stocks-and-build-a-portfolio Text version: https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/how-to-research-stocks-and-build-a-portfolio.md Podcast: [The Important Part: Investing with Liz Thomas](https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939) Published: 2026-07-29T07:00:00+00:00 Episode link: https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/SFL8899095183.mp3 Audio file: https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/SFL8899095183.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-important-part-investing-with-liz-thomas-4491939/episodes/how-to-research-stocks-and-build-a-portfolio Duration seconds: 2602 ## Resource Picking individual stocks has never been easier. Figuring out how to evaluate them is another story. Stephanie Link, Chief Investment Strategist, Head of Investment Solutions, and Equity Portfolio Manager at Hightower Advisors, joins Liz Thomas to explain her approach to researching stocks and constructing a portfolio amid a noisy and sometimes volatile market. Link discusses how investors can begin evaluating opportunities and how dollar-cost averaging may fit into a longer-term strategy. She also explains how she distinguishes long-term potential from short-term momentum, with an emphasis on company quality and understanding the underlying business rather than reacting to headlines. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-important-part-investing-with-liz-thomas-4491939/episodes/how-to-research-stocks-and-build-a-portfolio/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/how-to-research-stocks-and-build-a-portfolio.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.