A Ready Reckoner for discipline in equity investing
Handy list that I refer and update regularly. Now open to everyone.
Handy list that I refer and update regularly. Now open to everyone.
A list that has evolved over the years. I refer it everytime before buying or selling any stock. Protects me from unforced errors.
Brand/ Scale/ Distribution/ Resources/ Customer Service/ Product Quality… or is it something else?… something more permanent !
It’s your most reliable stock picking guide, the best valuation tool and also the simplest risk mitigation strategy. All in one. Nothing else comes close.
Valuations, growth rates, cash flows, business opportunity, management… nothing may really work, if we don’t know the character
All of us understand it’s importance and relevance but still not able to practice it… at least not consistently… why?
A question that has always confused me… and I guess to you too !
Cutting through the noise and focusing on what is important is key to good investment decisions.
One of the greatest dilemmas in recent times.