Love this investment checklist that @sb9721p showed me 5 years ago.
Monstrously useful. https://t.co/Hm21YBUSFl
added by alex and · updated 4mo ago
Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl
Thomas and added
break down the process into five areas: 1. Growth: How fast has the company grown, what are the sources of its growth, and how sustainable is that growth likely to be? 2. Profitability: What kind of a return does the company generate on the capital it invests? 3. Financial health: How solid is the firm’s financial footing? 4. Risks/bear case: What
... See morefrom The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market by Pat Dorsey
I'm excited to share with you a classic Maboussin report that explores the 10 common attributes he has identified great investors share. I find it very funny that the report was published by Credit Suisse a few years ago 🤣. Whether you're new to investing or a Henry Kravis protegé , these attributes can help guide your thinking
... See morefrom Infopunk #3 – Poker Pros, Great Investors and Software Conglomerates by Juan Orbea
Juan Orbea added
- Successful investing isall about identifying businesses with growing earnings and good capitalallocation at sensible valuations, and firmly holding on to them as long asthey exhibit these characteristics.
from Five biggest takeaways from Warren Buffett and Charlie Munger’s Berkshire Hathaway annual meet by Guatam Baid
Daniel Bakalarz added
due diligence process in which we attempt to uncover everything we can to make sure this investment will be a good one.
from Venture Capital Strategy: How to Think Like a Venture Capitalist by Patrick Vernon
- A framework for evaluating opportunities in digital health
Here are some of the diligence questions I have collected over the years, that I share with my students. They are broken down into categories of risk: Market, Execution, and Product.
Market risk
At a high-level, does this address a real problem in healthcare (cost, quality, access)
Is there a ... See moreSerim Tarcan added
How to evaluate investment opportunities in digital health space
Create a Checklist. When you face a tough decision, you want to be able to think clearly about what you might inadvertently overlook. That’s where a decision checklist can be beneficial.
from Think Twice: Harnessing the Power of Counterintuition by Michael J. Mauboussin
Reflections on the Ten Attributes of Great Investors
24 highlights
Daniel Bakalarz added