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/
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