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

“Checklist” routines for critical factors help - assuming I am competent enough to decide what factors are critical and that I can evaluate them

due diligence process in which we attempt to uncover everything we can to make sure this investment will be a good one.

No solitary measure or pair of measures should govern a decision to buy a stock. You need to probe a whole raft of numbers and facts, searching for confirmation or contradiction.

Successful investing is built on five core principles: 1. Doing your homework 2. Finding companies with strong competitive advantages (or economic moats) 3. Having a margin of safety 4. Holding for the long term 5. Knowing when to sell

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