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👋
This is my actual investing system. Not a theory, not a course — the exact checklist I run before every buy, and the live watchlist of what I'm looking at next. I update it as my views change.
Made by @vojtsei.
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👇🏻 Before I Buy
- [ ] Business: Do I understand exactly how it makes money?
- [ ] Growth: Is revenue growth coming from something durable?
- [ ] Margins: Are margins stable/improving
- [ ] Cash flow: Does accounting profit turn into real cash?
- [ ] Moat: Why can’t competitors copy this?
- [ ] Catalyst: What specifically could make earnings materially higher?
- [ ] Valuation: What expectations are already priced in?
- [ ] Balance sheet: Can the company survive a bad cycle?
- [ ] Bear case: What would permanently break my thesis?
- [ ] Price: What price am I actually willing to pay?
- [ ] Position size: How much capital am I willing to risk if I’m wrong?
👀 My Watchlist
Stocks I'm watching but don't own yet. Open any row for my full write-up. Every one of them still has to pass the checklist before I buy.
Prices updated weekly — last update 24 September 2026.
Watchlist