Sid Choraria's Playbook for Finding Quality Stocks in a Bull Market episode artwork

EPISODE · Jul 17, 2026 · 10 MIN

Sid Choraria's Playbook for Finding Quality Stocks in a Bull Market

from Schwab Network · host Schwab Network

Sid Choraria explains why investors should focus on recurring cash flow rather than adjusted earnings, warning that accounting changes can make results appear stronger than they really are. He also examines how AI could pressure the competitive advantages of companies like Accenture (ACN), Cognizant (CTSH), and Adobe (ADBE), and discusses why even top performers such as Nvidia (NVDA) can see their stocks fall when growth expectations are already priced in.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

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Sid Choraria's Playbook for Finding Quality Stocks in a Bull Market

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