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I’m working on improving my own investing process and would love to learn how you do it.
I put together a few questions and would really appreciate any input.
* **Idea source:** Where do most of your ideas come from? (screeners / earnings / news / 13F / friends / financial gurus, etc.)
* **Vetting:** What are your top 3 checks before you buy? (financials, valuation, moat, management, competitive landscape, technical, catalysts, risk, etc.)
* **Struggle:** What part of the process is the most annoying or time-consuming? Do you use any tools or services to help with it?
* **Optional:** How long did it take you to build your process?