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
- Questions To Ask: What does this business do? Why do people buy this business and not the other business? How do you make money? How did this start? How did you get here?
- Lesson: “And so it’s just asking really simple questions, like why is the
Drew Waterstreet • Special Situations in Private Markets | Jeremy Giffon on Invest Like the Best with Patrick O'Shaughnessy • Podcast Notes
Investment Principles.pdf
drive.google.com
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
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