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Checklists

What is This?

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"How can smart people so often be wrong? They don't do what I'm telling you to do: use a checklist to be sure you get all the main models and use them together in a multimodular way".
Charlie Munger
Charlie Munger

Good investors have a general framework for what kinds of investments they want to make. Great investors have a checklist to make sure they don't forget anything. That may sound overly simplistic but the smartest people recognize that they won't always think of everything and they need a process to keep them in check.

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"Firefighters have to check their gear and make sure pumps are in working order. Pilots have to do systems checks every time they fly. Surgeons have to make sure their instruments are sanitized and neatly laid out before surgery. But when it comes to knowledge work, we act as if preventative maintenance isn’t required." (Tiago Forte)

Checklist Collection

Joel Greenblatt's Checklist
Charlie Munger's Checklist
Bruce Berkowitz's Checklist
Warren Buffett's Checklist
David Einhorn's Checklist
Lou Simpson's Checklist
Bill Ackman's Checklist
Tom Murphy's Checklist
Michael Porter's Checklist
Baillie Gifford's Checklist
Joe Koster's Checklist
Michael Shearn's Checklist
Phil Fischer's Checklist
Ryan Reeves' Checklist
Richard Chu's Checklist
Motley Fool Checklist

Others

Permanent Cap's Valuation Checklist
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Confluence.vc Diligence Questions
10th Man Investment Checklist
Credit Suisse 10-K Checklist
Value Walk: Investing Principles & Checklist

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