I recently became aware that Mohnish Pabrai is an advocate of an investment checklist to reduce analysis error.
I've always wanted to do something like this. Specifically, I wanted to create a list of my key takeaways from the best books I've read, i.e, Margin of Safety, Security Analysis, etc...
I was wonder if anyone on here has one that they are willing to share. Or if anyone is interested in creating one as a community.
-KB
| +34 | What happens if you flame out of HF? | 6 | 8h |
| +23 | Middle-aged breaking into HF? | 7 | 2d |
| +12 | How do people lie their pnl? | 2 | 5d |
| +10 | MSc advice for fixed income / macro HF path | 2 | 2h |
| +9 | Bayesian Bets | 1 | 3d |
| +8 | IB analyst struggling with pod interviews? | 11 | 2h |
| +8 | delete | 3 | 2d |
| +4 | PM titles at Citadel | 6 | 2d |
| +3 | FT HF Recruiting | 3 | 2d |
| +2 | CIO sleeping with 24yr old analyst | 13 | 14h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
I mean mine isn't as much an "investment checklist" as it is trading rules that I follow. I mean I generally have one that is like
That might not be particularly enlightening or uncommon but It is just a basic framework for some trades I do. I try to follow that closely no matter what the trade (with some variations depending on the instrument/oppurtunity) mainly because I think that discipline and process is key with trading (another thing that took me awhile to learn as In real life I don't plan anything).
Sorry, I realized after I posted this that you were looking for an analysis checklist, but I think some of the things I mentioned still apply.
good example here:
http://www.mebanefaber.com/2011/01/20/hedge-fund-analyst-checklist/
Ea aut eum molestiae dignissimos laudantium. Consequatur aut perspiciatis quia molestiae voluptatum blanditiis quasi. Accusantium facilis facilis quo voluptatibus ut. Accusamus ut hic iure voluptatibus ipsam. Voluptates nulla hic hic cum.
Commodi sed natus consequatur et. Modi in omnis vel molestiae.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...