Your watchlist is an essential tool for your investment process. It is a list of companies that meet your criteria and includes both your current positions and potential future investments. This is where the real work begins – waiting, observing, and reading constantly to identify the right opportunities to invest. TABLE OF CONTENTS: What is… Continue reading
We have previously discussed various ways to generate investment ideas, including filtering and screening for stocks and developing hunting grounds. To sum up these areas, the phrase that best captures the core ideology behind the relentless search for investable ideas is “Turning over Rocks”. This phrase, coined by legendary investor Peter Lynch, is something I… Continue reading
Investors need to manually go beyond screening for ideas and the idea generation funnel. After this first step, they then need to form their “investment hunting grounds,” which are the pool of companies within their “Investable Universe“. TABLE OF CONTENTS: What are Investment Hunting Grounds? Not all publicly listed companies will be suitable for an… Continue reading
⚠️This is one of my longer blogs to help show how the investment strategy is formed in stages. Grab a coffee and buckle up. An investment strategy is a plan that helps investors allocate their financial resources in a well-thought-out and written-down manner to achieve their financial goals. It summarizes what you invest in after… Continue reading
An Index Investor follows an investment style that is based on a passively managed buy-and-hold strategy. This investment philosophy is built around the idea that the overall stock market is a great wealth creator long-term. Therefore, by investing in the market, you can gain from the benefit of these returns as opposed to selecting individual… Continue reading
Investors need to focus first on generating investment ideas at the start of their Investment Process. A reliable and consistent source of ideas can save a lot of time in their search for opportunities. It’s important for investors to build a system that allows them to evaluate investment ideas that meet their specific criteria and… Continue reading
Investors should follow a systematic approach to make informed decisions about where to allocate capital. To achieve this, they need to build an investment system that provides a structured and disciplined framework. One of the biggest issues investors face is the lack of a system. Therefore, if you want to be a serious active investor,… Continue reading
To build an Investment philosophy is to build a road map that guides your investment strategy and process. It is the framework that helps you make investment decisions, based on your beliefs and principles that correspond with your financial goals and tolerance to risk. A lot of investors lack clarity about the importance of a… Continue reading
Dividend investing is a type of investment strategy and philosophy that mainly concentrates on income-generating investments. A dividend investor believes that dividends have a significant role to play in the overall returns received by shareholders. This approach is based on the idea of being a part-owner of a company that is eligible to receive a… Continue reading
Quality Investing is an investment strategy and philosophy that aims to identify the best quality companies and hold them for the long term. A quality investor seeks to purchase financially healthy companies that have a strong track record of success, high earnings, and a market-leading position with a competitive edge. These high-quality companies often reflect… Continue reading
