I’ve ranked 300+ stocks using my investing checklist

These 10 stocks got the highest score:
Caveats:

1: Some of these scores are 2+ years old and are outdated
2: My scoring system is subjecting - you could rank these same stocks and get different numbers
3: My checklist favors some industries (software, healthcare) more than others (banks, insurers)
10: Atlasssian - $TEAM

Score: 83

What: Productivity software

Founder-led, cash-generating, wide moat, great culture
9: Datadog - $DDOG

Score: 83

What: IT monitoring and analytics software

Founder-led, growing fast, optionality, widening moat
8: Autodesk - $ADSK

Score: 83

What: Construction/Engineering software

Double-digit growth, generates gobs of cash, great culture, opportunity galore
7: Crowdstrike - $CRWD

Score: 84

What: Cybersecurity software

Founder-led, widening moat, great culture, optionality
6: Blackline - $BL

Score: 84

What: Real-time accounting software

Widening moat, great culture, FCF, big TAM
5: Paycom Software - $PAYC

Score: 86

What: Human capital management software

Founder-led, great at execution, highly profitable
4: Adobe Systems - $ADBE

Score: 86

What: Digital media creation software

Growing fast, great CEO, profitable, great culture
3: Fiverr - $FVRR

Score: 86

What: Freelance marketplace

Founder-led, growing fast, profitable, huge opportunity
2: Alphabet - $GOOG

Score: 87

What: Search, video, software

Hugely profitable, optionality galore, great culture, great brand
1: Facebook - $FB

Score: 88

What: Facebook / Instagram / WhatsApp / Occulus

Founder-led, optionality, high growth, great culture, hugely profitable
Here's a table that shows how I think about the scores

Anything over 80 is fantastic
Did you notice that all 10 are “tech” companies?

That shows the bias in the design of my checklist

I'm OK with that but it does show that there is room to improve my checklist
Important:

Just because a company scores well on my checklist doesn’t mean it will automatically beat the market

Stock picking is a game of odds!

I believe that buying high-scoring companies INCREASES my odds of success, but doesn’t guarantee it
Want a copy of my investing checklist?

@brian_stoffel_ and I give it away using a pay-what-you-want model (including free)

gumroad.com/l/zWXye
Need help filling the checklist in?

Here’s a deep dive video on how to use it using $HD as an example:

Enjoy this thread?

Follow me @brianferoldi

Want to create your own checklist?

This thread can help

Summary:

10: $TEAM - 83
9: $DDOG - 83
8: $ADSK - 83
7: $CRWD - 84
6: $BL - 84
5: $PAYC - 86
4: $ADBE - 86
3: $FVRR -86
2: $GOOG - 87
1: $FB - 88

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More from @BrianFeroldi

29 Jun
The stock market is the greatest wealth-creation machine of all time but we don't teach anything about it in school.

That's wrong.
I made a presentation about investing/stocks that I teach at my kid's elementary school

Then I do a fun multi-year stock-picking game

If you want to borrow my slides, here you go!

I start the kids with $10,000 fake dollars

These picks are from 2 years ago

Pretty good results!

(I deleted the names)
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29 Jun
As requested, we are turning my youtube videos into a podcast

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Please heart the image below that you like best 👇
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28 Jun
Today is @elonmusk’s 50th birthday

To celebrate, here are 20 great Elon Musk quotes on business, mental models, and life:
1/ On doing it despite the odds:

“When something is important enough, you do it even if the odds are not in your favor.”
2/ On the willingness to change:

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23 Jun
I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:
The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012
1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!
Read 18 tweets
19 Jun
I asked, “What are your favorite hacks for saving money?”

I received 816 replies

Here are 20 great ways to save more (that actually work):
1/ @bala_matangi says start with you WHY

Then focus on the HOW

Then, make it EASY

Great advice!

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📗Book Update📗

Copyediting is almost done🥳

Up next is picking the book's subtitle

This is where I need YOUR HELP

Here are the 5 choices:👇
The book title is "Why Does The Stock Market Go Up?"

It's aimed at people who are starting with NO knowledge stock market knowledge at all

If you are a seasoned investor, please pick the subtitle that would have appealed to you when you were a novice
Option 1:

Why Does The Stock Market Go Up?

Everything You Should Have Been Taught About The Stock Market In School, But Weren’t
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