top of page
checlist cover.PNG

Checklist for Investing and Analyzing Stocks

Avoid mistakes, determine when to buy and sale, identify great businesses, and more

*Price has and will increase over time, and may no longer be for sale in the future.

Video Explaining

Overview

This spreadsheet is a the checklist I have used and created over the last few years.

 

It contains information I have learned and read from other great investors. 

Includes Over100 Checklist Items: 

Things to Avoid x 8

Before Buying x 5

When to Sell x 4

Before Selling x2

Rational Capital Allocation, CEO / Management Effectiveness and Incentives x 17

Characteristics of Growth x 5

Advantages of Scale x 4
 
Characteristics for Long Runway x 10

Other Great Business Qualities x 10

Mental Models  x 19

Psychology of Human Misjudgment (Charlie Munger) x 25

​​

Checklist items are a collection from Shareholder Letters, Partnership Letters, Podcast Interviews, YouTube Speeches, YouTube Interviews, Letters, and More from: Carl Icahn, Peter Lynch, Mohnish Pabrai, Warren Buffett, Charlie Munger Li Lu, Seth Karman, Robert Wilson, Joel Greenblatt, Ben Graham, Phil Fisher and More.
 

Pricing

The current price reflects where I am comfortable sharing the information I have collected over many years.

 

In the future, I may increase the price, or simply stop selling to keep my notes private.

Checklist for Investing and Analyzing Stocks

Avoid mistakes, determine when to buy and sale, identify great businesses, and more

*Price has and will increase over time, and may no longer be for sale in the future.

Checklist for Investing in Stocks and Businesses

Looking for help, or a second set of eyes before purchasing a stock or business? 

bottom of page