1/ I'm a huge fan of checklists

I use them every day to help me find great investments

Want to create your own investment checklist?

Here are some great resources to help you get started

⬇️
2/ Here's my free public spreadsheet that details my current checklist https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing
Checklist stocks!

Portfolio Ticker,Buy Now?,Shares I Own,Price Now,Buy at Price,$ Amount I Have,$ Amount I Want,Feroldi Quality Score,Anti- fragile score,Reccuring Revenue?,Net Income Profitable?,Free Cash Flow...

https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing
3/ Here's my detailed board post about how to use the checklist

https://boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx?sort=whole#32973109
4/ Here's a detailed thread on Michael Shern's EXCELLENT investment checklist https://twitter.com/BrianFeroldi/status/1279222069402746880?s=20
5/ Here's a thread on how I created my checklist https://twitter.com/BrianFeroldi/status/1336317136181071875?s=20
6/ Here's a thread on a free personal finance checklist that I made https://twitter.com/BrianFeroldi/status/1333044127794163713?s=20
7/ Great books

The Checklist Manifesto by Atul Gawande

The Investment Checklist by Michael Shearn
8/ Tim Beyer's innovation checklist https://www.fool.com/investing/2019/03/19/revealed-the-key-metric-showing-apple-has-lost-its.aspx
Revealed: The Key Metric Showing Apple Has Lost Its Innovative Edge @themotleyfool #stocks $AAPL

Is it better to be an innovator or a tastemaker? The answer might surprise you.

https://www.fool.com/investing/2019/03/19/revealed-the-key-metric-showing-apple-has-lost-its.aspx
9/ @SeifelCapital great checklist https://www.seifelcapital.com/scm-investment-research-process/
SCM Investment Research Process - Seifel Capital Management

There is no excerpt because this is a protected post.

https://www.seifelcapital.com/scm-investment-research-process/
10/ Common Stock Checklist by Phil Fisher https://www.oldschoolvalue.com/investing-strategy/common-stock-checklist/
Common Stock Checklist from Phil Fisher | Old School Value

Phil Fisher is the father of growth investing and he provided a common stock checklist filled with 15 points.

https://www.oldschoolvalue.com/investing-strategy/common-stock-checklist/
11/ If this was helpful, I publish free financial graphics daily

Interested? https://brianferoldi.substack.com/ 
You can follow @BrianFeroldi.
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