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Brian Feroldi Profile picture
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13 Feb, 11 tweets, 3 min read
1/ I'm a huge fan of checklists

I use them every day to help me find great investments

Want to create your own investment checklist?

Here are some great resources to help you get started

⬇️
2/ Here's my free public spreadsheet that details my current checklist

docs.google.com/spreadsheets/d…
3/ Here's my detailed board post about how to use the checklist

boards.fool.com/brian39s-quali…
4/ Here's a detailed thread on Michael Shern's EXCELLENT investment checklist

5/ Here's a thread on how I created my checklist

6/ Here's a thread on a free personal finance checklist that I made

7/ Great books

The Checklist Manifesto by Atul Gawande

The Investment Checklist by Michael Shearn
8/ Tim Beyer's innovation checklist
fool.com/investing/2019…
9/ @SeifelCapital great checklist

seifelcapital.com/scm-investment…
10/ Common Stock Checklist by Phil Fisher

oldschoolvalue.com/investing-stra…
11/ If this was helpful, I publish free financial graphics daily

Interested? brianferoldi.substack.com

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More from @BrianFeroldi

Brian Feroldi Profile picture
15 Feb
My 🔟 Biggest Investing Mistakes 🧵
1⃣Only looking at the share price

I bought penny stocks at the start

My logic: 100 shares of $1 stock > 1 share of $100 stock

WRONG!

The price of 1 share is meaningless!

What matters is how great the company is!
2⃣Only looking at dividend yield

I bought stocks with 10%+ yields

My logic: 10% yield > 1% yield

WRONG!

The dividend got cut and the share price dropped -- a double-whammy!

A high yield is Wall Street's way of saying "this yield is not sustainable, watch out" Image
Read 12 tweets
Brian Feroldi Profile picture
14 Feb
1/ How to review quarterly earnings 🧵

A step by step guide using $DXCM as an example

⬇️
2/ The BIG question: Is the thesis on track❓

Other question:

❓Is revenue growing?
❓Are margins stable/expanding?
❓Profits?
❓Balance sheet?
❓New opportunities?
❓New threats?
3/ I open 4 browser tabs

Tab 1 - Current company earnings report / shareholder letter

Tab 2 - Previous company earnings report / shareholder letter (check guidance)

Tab 3 - Analyst estimates

Tab 4 - Call Transcript Image
Read 19 tweets
Brian Feroldi Profile picture
5 Feb
1/ Best free investing/money resources:

Data:
#1 - Company's Investor Relations Page

cmlviz.com
finance.yahoo.com
marketscreener.com
macrotrends.net
wallmine.com
sec.gov
stockrow.com

More👇
2/

Screener:
#1 - Finviz.com

zacks.com/screening/stoc…

IPO:
iposcoop.com/last-100-ipos/
nasdaq.com/market-activit…
marketwatch.com/tools/ipo-cale…
stockanalysis.com/ipos/calendar/
3/

Articles:
fool.com

Finding other good investors/analysts

#1 by far - caps.fool.com/Index.aspx

tipranks.com
Read 9 tweets
Brian Feroldi Profile picture
4 Feb
1/ Every now and then I read an article or paper that is SO good that I save it for future reference

It could be about investing, happiness, or life

Here's are links to my top 24 favorites 👇
2/ @morganhousel article on cash deployment strategy for when the market crashes

fool.com/investing/gene…
3/ 7 life lesson from @jonmorrow

A guy who can't move

it's incredible

unstoppable.me/life-lessons/?…
Read 25 tweets
Brian Feroldi Profile picture
3 Feb
1/ An ode to @JeffBezos

Jeff is stepping down from CEO and moving on to Executive Chairman

He's one of the greatest owner/operators of all time

$10,000 invested in $AMZN at IPO is currently worth

$17.3 million!

Here's a list of my favorite Bezos facts and quotes 👇
2/ "We don’t celebrate a 10% increase in the stock price like

we celebrate excellent customer experience.

We aren’t 10% smarter when that happens

and conversely

aren’t 10% dumber when the stock goes the other way."
3/ Bezos invested $250,000 in Google in 1998

That's worth several BILLION dollars today
Read 25 tweets
Brian Feroldi Profile picture
2 Feb
If your first exposure to the stock market was $GME,

please know that I lost a lot of money when I first started "investing."

I bought penny stocks and tried to strike it rich FAST.

Spoiler: I didn't

The problem wasn't the stock market,

the problem was me.
The only thing I focused on was share price

I didn't know ANYTHING about the company or investing

I got my teeth kicked in.

I learn the hard way that investing isn't easy

Slowly, I got better

Those early losses shape how I invest today

But boy did it feel awful at the time
Thankfully, I didn't know ANYTHING about options at the time

If I did, I can nearly guarantee I would have been interested in them

Which mould have made the lessons much, much more painful
Read 4 tweets

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