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 (π§ ,π)
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 (π§ ,π) (@BrianFeroldi) June 21, 2023
All of these investing legends use checklists.
I spent hours studying their criteria.
Hereβs the ultimate list of questions for creating an investing checklist (all yours for free): pic.twitter.com/7jcqXHKjcD -
Business Basics pic.twitter.com/vSS7aHZttL
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Product / Service pic.twitter.com/CXoZ18yo0C
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Moat pic.twitter.com/87lBLiJZWc
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Potential pic.twitter.com/rSTYOmAt0q
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Customers pic.twitter.com/AU5YSBnMxB
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Financials 1 pic.twitter.com/HmzK3m73sl
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Financials 2 - Balance Sheet pic.twitter.com/Yw3FxnFQmj
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Financials 3 - Income Statement pic.twitter.com/n99S8NM70F
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Financials 4 - Cash Flow Statement pic.twitter.com/VXoqVjDPKs
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Financials 5 - Returns on Capital pic.twitter.com/3YojBqF9W3
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Management 1 - Skin in the game pic.twitter.com/jjwVDnZHnI
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Management 2 - Soul in the game pic.twitter.com/VNyHYPCsqg
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Management 3 - Operations pic.twitter.com/ZThM7fs4Hi
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Risks pic.twitter.com/rYU21nv3Y4
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Wall Street pic.twitter.com/ynrqZ1TW8P
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Valuation pic.twitter.com/qLESgiTXFe
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Here's the investing checklist that Warren Buffett uses: pic.twitter.com/rA9pTIGcN6
— Brian Feroldi (π§ ,π) (@BrianFeroldi) June 21, 2023 -
Investing checklists are amazing.
— Brian Feroldi (π§ ,π) (@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 (π§ ,π) (@BrianFeroldi) June 21, 2023
If you enjoyed it, follow me @brianferoldi
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