Philip Ordway created this 148-Page PDF.
Providing both a PROCESS and FRAMEWORK for optimizing how we think about investing...
Chock full of Principles, Strategies, Insights, and Practical Checklists gleaned from legendary investors and thought leaders like Munger, Buffett, Klarman, Akre, Zell, Schilit, Dreman, Grantham, O'Glove and Montier.
A few of my personal favorites:
• “Becoming a Portfolio Manager Who Hits .400” (Buffett)
• Joel Greenblatt’s Four Investing Mistakes To Avoid
• Why Smart People Make Big Money Mistakes (Belsky And Gilovich)
• Richard Chandler Corporation’s Principles of Good Corporate Governance
• “Tenets of the Warren Buffett Way”
• Tom Gayner’s Four “North Stars” of investing
• David Dreman’s “Contrarian Investment Rules”
• Don Keough’s “Ten Commandments for Business Failure”
• Major areas for forensic analysis (O’Glove)
• Seven Major Shenanigans (Schilit)
• Jim Chanos’s value traps
• Chuck Akre’s criteria of outstanding investments
• Jeremy Grantham’s “Investment Advice [for individual investors] from Your Uncle Polonius”
• Sir John Templeton’s “16 Rules for Investment Success”
• Four sources of economic moats (all of which much be durable and be hard to replicate) (Sellers)
• Seven traits shared by great investors (Sellers)
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