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My Investing Checklist System


This is a quick 40-pager containing the six checklists that I use for the entire investing process.

I have added Introductions to each checklist and a Details section in which I elaborate on certain key points of each list.

The Six Checklists are:

  • An Investment Philosophy Checklist

  • A Search Process Checklist

  • A Company Analysis Checklist

  • An Investment Review Checklist

  • Two Psychology / Behavioral Checklists