What’s your stock buying checklist? Ex. Does it have a moat? What’s the culture? Rev accelerating?


Ex. You might have a requirement of revenue growth of 25% and have positive operating cash flow.

Below are just a few broad items from my current checklist. Now I'd love to know what you have on your checklist. Thank you!

Fundamental analysis

– Analyze income statement, balance sheet, and cash flow statement
– Understand the debt structure
– Analyze the key metrics, ratios

Technical analysis

– What's the trend? Up, down, trading range? Possible base or top?
– How's the volume?

Competition

– Does it have a moat or competitive advantage?
– Who are the obvious competitors?
– Who might be a less obvious competitor, especially outside the industry?


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