About me:
I am an individual investor that employs a value oriented investment strategy. I look for investments that trade at a large discount to my assessment of value. I spend a great deal of time scouring the list of 52-week lows and new chapter 11 filings. I also have a penchant for investing after events cause short term selling despite long-term prospects which remain fundamentally unchanged. Despite usually investing after a large drop in price, errors still occur.
I've learned that my own investing errors usually occur when I overlook the obvious. As an investor who believes that the concept of "Margin of Safety" is one of the best tools to minimize the frequency of mistakes as well as the magnitude of those mistakes, I believe investors have additional tools at their disposal which can help accomplish the same.
After reading Atul Gawande's book "The Checklist Manifesto" it became clear to me that the checklist is one such tool that can be used to avoid those costly errors. Shortly after reading the book, and hearing investors talk about how they used checklists to mitigate procedural risk, I became interested in designing my own investment related checklists.
I intend to use Investor Checklists to post my own investment checklists. I am sure that many of you also use checklists in your investing activities to avoid mistakes. If you have a checklist that you find particularly helpful to your investment process and would like to share it, please send it to investorchecklists[at]gmail[dot]com and I will post it to the blog.
Thanks for visiting the site.
