343- The Investment Checklist Pyramid

Published: Nov. 16, 2021, 1 p.m.

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\u2019re making the best decision.\nThese steps include understanding the business you\u2019re 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.\nThis 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\u2019s 4-Step Investing Checklist, Bill Ackman\u2019s 8 Principles to Successful Investing, and the Rule #1 Investing Checklist.\nTo 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\xa0\nTopics discussed in this podcast:\n\nInvesting Research\n\nInvesting Checklist\n\nCharlie Munger\n\nBill Ackman\n\nHow to invest\n\nInvesting for Beginners\n\nThe First Step to Successful Investing\n\n\nAdditional resources discussed in this podcast:\n\nCharlie Munger\u2019s 4 Point Checklist\n\nBill Ackman\u2019s 8 Point Checklist\n\nRule #1 Investing Checklist\n\n\nLearn more about your ad choices. Visit megaphone.fm/adchoices