Investment Checklist

Warren Buffett and Charlie Munger are well-known investors who have long emphasised the importance of careful analysis of the underlying business in the world of investing. Warren has stated that investors should be able to explain the reasons behind their investment decisions in a clear and concise manner, and that they should think carefully before committing their capital.

Charlie Munger, Buffett’s long-time partner and friend, has also emphasised the importance of checklists in the investment process. He has noted that a well-constructed checklist can help investors avoid costly mistakes and ensure that all relevant factors have been considered before deciding.

Do you use a checklist to help you with your investment process? Many investors find them useful to help avoid mistakes. I started to build one a few years ago and I compiled it into a short document.

You can get a link here.