Do you save your investment theses / models to the cloud? Do you put your research into concrete writing? Or do you just feel a good vibe and then buy the stock, and then X years later wonder what you were thinking?
u/foira ·
Reddit — r/ValueInvesting
· February 20, 2026 at 18:53
· ⬆ 2 pts
· 💬 15 comments
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No qualifying author-owned investment thesis was confirmed in this post.
generic question
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Sorry I worded this kind of rudely, but it is something I wonder a lot about.
For the last (new) stock you added to your portfolio: did you put anything into writing re: your thesis on the business model, growth rate #s, valuation / multiple #s, etc.? Or do you just kind of read something online and then buy it?