Love this investment checklist that @sb9721p showed me 5 years ago.
Monstrously useful. https://t.co/Hm21YBUSFl
Saved by alex and
Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful. https://t.co/Hm21YBUSFl
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 morePat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
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 moreJuan Orbea • Infopunk #3 – Poker Pros, Great Investors and Software Conglomerates
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.
Guatam Baid • Five biggest takeaways from Warren Buffett and Charlie Munger’s Berkshire Hathaway annual meet
due diligence process in which we attempt to uncover everything we can to make sure this investment will be a good one.
Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
He especially assesses a company’s management well beyond conventional number crunching—in particular, the degree to which they are “able, trustworthy, and owner-oriented.” For example, how do they deploy cash? Do they allocate it intelligently on behalf of the owners or do they overcompensate themselves or pursue ego-oriented growth for growth’s s
... See moreCharles T. Munger • Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger
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 more
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 more
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.