Thursday, July 7, 2011

Ben Graham Checklist of 10 Rules via the Graham Investor

Over at the Graham Investor I found a post questioning whether the 10 rules for selecting stocks that Benjamin Graham explained and tested later in his career are still relevant. I agree that some of these items are outdated due to changes in corporate policies related to things like dividend payouts. However, the checklist below still might serve as a good basis for making your own modifications to still capture the Ben Graham philosophy.

Related Links
Benjamin Graham's 10 Rules - Still Valid blog post at The Graham Investor

Ben Graham Checklist of 10 Rules via the Graham Investor

UPDATE:
Jae Jun over at Oldschoolvalue contacted me via twitter (@investchecklist) and pointed out that he conducted a backtest of the items covered in Graham's 10 point checklist. For those of you interested in viewing the results of Jae Jun's test check out his two part series.

Part 1

Part 2

Friday, July 1, 2011

Checklist for Writing an Equity Research Report

Checklist for Writing an Equity Research Report