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
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/
Aut perferendis modi neque sapiente voluptas vitae. Sunt culpa tempore nemo.
Quas nemo repudiandae quo eos atque. Magni consectetur optio molestiae maxime. Veniam quisquam et et illum et tenetur vel.
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...