Wol
Private Investor, Other
- Joined 18 Jan 2013
- 424 comments
- 1 post
Biography
Serious private investor, always keen to learn.
Investment strategy
Overall objective - to buy and hold companies with long term competitive advantages and strong economic moats. Target is to beat the market by 10%+ p.a.
1. Sources of investing ideas (companies to research) - Twitter, Daily RNS's, Small Cap Value Report, Stock Ranks, Guru Screens
2. Analysis against momentum criteria - Sharepad charts and total return figures
3. Analysis against financial criteria using Stockopedia Stock Reports - financial health, quality, growth prospects, value (but happy to pay up for good companies)
4. Check for safety - Small Cap Value report again
5. Monitor regularly - results, news, share price momentum