Value Investing Checklist
Evaluate every investment against a rigorous set of criteria before committing capital. Warren Buffett's discipline of only swinging at fat pitches.
Steps
Understand the business: can you explain what it does in one sentence?
Check the moat: does it have a durable competitive advantage?
Read the financials: is it consistently profitable with low debt?
Assess management: are the leaders honest and competent?
Determine the price: is it trading below its intrinsic value?
Practitioners
Related Systemsin Money & Wealth
5/25 Rule
List your top 25 goals, circle the top 5, and avoid the other 20 at all costs. Warren Buffett's ruthless prioritization system for focus and wealth building.
Daily Financial Reading
Spend 5-6 hours every day reading financial reports, newspapers, and industry analysis. Warren Buffett's lifelong habit that compounds knowledge into investment edge.
Lean In
Proactively take on leadership roles, speak up in meetings, and advocate for yourself. Sheryl Sandberg's framework for career advancement and closing the ambition gap.
Annual letter writing
Write a candid yearly letter summarizing your results, mistakes, and thinking. Warren Buffett's annual shareholder letters force clarity of thought and build trust through radical transparency.