Category Archives: Investment Policy

Checklist

Pre-flight 1. Do you fully understand the business and the risk involved? 2. Is this a low-risk, high-return operation? 3. What is the financial community’s appraisal of the business? 4. What is the financial community’s appraisal of the respective industry? 5. Does management provide sufficient public disclosure with respect to the company’s financials? 6. Is… Continue reading →

Policy Draft

“Be fearful when others are greedy, and be greedy when others are fearful” Buffett Core Principles –          Discipline and Patience –          Long-range Perspective –          Focused Portfolio –          Fundamental Analysis –          Margin of Safety –          Superior Returns   Portfolio Management Do not chase a stock.  Just take a strike or wait for… Continue reading →