343- The Investment Checklist Pyramid

When it comes to finding the right investments for your portfolio, there are a few steps you should take in order to make sure you’re making the best decision.

These steps include understanding the business you’re interested in adding to your portfolio, finding a rational, trusted partner to bounce ideas off of, and completing each level of the 3-step investing research pyramid.

This week, Phil and Danielle Town break down all points of research you should consider and explain the 3-step investing research pyramid, which includes Charlie Munger’s 4-Step Investing Checklist, Bill Ackman’s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist.

To help you complete your investing research pyramid in the most effective way possible, download the must-have investing checklist for FREE here: https://bit.ly/303Fs2U 

Topics discussed in this podcast:

• Investing Research
• Investing Checklist
• Charlie Munger
• Bill Ackman
• How to invest
• Investing for Beginners
• The First Step to Successful Investing

Additional resources discussed in this podcast:

• Charlie Munger’s 4 Point Checklist
• Bill Ackman’s 8 Point Checklist
• Rule #1 Investing Checklist

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