You may remember reading the above post and enjoying the 6 posts since. Well this post is an extension on that. Last week i ran a poll to see if these were truly preferred to deep dives, and the results were slightly in my favour.
But they were close so I am proposing an amendment to my cycle and an incorporation of Deep dives as a result. The idea is to do a one pager once a fortnight and a deep dive every 2 months.
As an small active investor it is paramount that you turn over rocks, but depth of research is no doubt very important as well. Incorporating the 2 into my research process should line me up for success over time.
You will notice a cross next to the week ended today… I will have a one page stock pitch out later today to meet the quota. At the start of next month the first deep dive will be out, so look forward to that.
Thank you for reading
Tristan