Creating an Investing Checklist
Learn from the investing legends with this ultimate checklist of questions for creating an investing strategy. This blog provides all the details you need to know.
Brian Feroldi (🧠,📈)
I demystify finance | Author, Investor, Teacher | Tweets about money & investing | 55,000+ investors read my free Long Term Mindset newsletter
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Buffett. Lynch. Munger. Fischer.
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023
All of these investing legends use checklists.
I spent hours studying their criteria.
Here’s the ultimate list of questions for creating an investing checklist (all yours for free): pic.twitter.com/7jcqXHKjcD -
Business Basics pic.twitter.com/vSS7aHZttL
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Product / Service pic.twitter.com/CXoZ18yo0C
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Moat pic.twitter.com/87lBLiJZWc
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Potential pic.twitter.com/rSTYOmAt0q
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Customers pic.twitter.com/AU5YSBnMxB
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Financials 1 pic.twitter.com/HmzK3m73sl
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Financials 2 - Balance Sheet pic.twitter.com/Yw3FxnFQmj
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Financials 3 - Income Statement pic.twitter.com/n99S8NM70F
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Financials 4 - Cash Flow Statement pic.twitter.com/VXoqVjDPKs
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Financials 5 - Returns on Capital pic.twitter.com/3YojBqF9W3
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Management 1 - Skin in the game pic.twitter.com/jjwVDnZHnI
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Management 2 - Soul in the game pic.twitter.com/VNyHYPCsqg
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Management 3 - Operations pic.twitter.com/ZThM7fs4Hi
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Risks pic.twitter.com/rYU21nv3Y4
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Wall Street pic.twitter.com/ynrqZ1TW8P
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Valuation pic.twitter.com/qLESgiTXFe
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Here's the investing checklist that Warren Buffett uses: pic.twitter.com/rA9pTIGcN6
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023 -
Investing checklists are amazing.
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023
Want a free copy of the one I use?
Grat it here for free:https://t.co/spP91nIbpT -
These threads take me a few hours to create.
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 21, 2023
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