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.
- Sources of investing ideas (companies to research) - Twitter, Daily RNS's, Small Cap Value Report, Stock Ranks, Guru Screens
- Analysis against momentum criteria - Sharepad charts and total return figures
- Analysis against financial criteria using Stockopedia Stock Reports - financial health, quality, growth prospects, value (but happy to pay up for good companies)
- Check for safety - Small Cap Value report again
- Monitor regularly - results, news, share price momentum