Why A Checklist Is An Investor's Best Friend [Part One]

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Rupert Hargreaves
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Whenever Mohnish Pabrai discovers a potential investment opportunity he sets out, just as all other investors do, to study the company and assess the potential risk and reward.

As part of this assessment, Pabrai uses a checklist with more than 100 criteria to assess the opportunity on offer. This method was born in the aviation industry and covered in depth by Atul Gawande in his book, Checklist Manifesto.

The Checklist Manifesto

Transferable checklist

Checklist Manifesto doesn't really have anything to do with investing. The book is an essential primer on complexity...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk