Do You Use A GARP Checklist?

Readers of this blog will know I’m a big fan of using investor checklists. This is after reading Atul Gawande’s book, The Checklist Manifesto.¬† In it he describes several professional environments in which checklists are used to create strongly positive outcomes. Diverse applications include: building skyscrapers, flying commercial airliners safely, running a top restaurant or …

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6 Useful Categories of Stocks

When searching for GARP and ten-bagger opportunities, it’s worth using a mental framework to categorize any stock into. This is something Lynch described in his book One Up On Wall Street. A couple of considerations before categorizing your stocks: Small companies can make bigger moves than larger companies, all else being equal. For a large …

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What’s Your Focus?

This post is the first after taking a one month break from writing to subscribers. The time off has been helpful to consider where this blog has been and where to take it going forwards. Historically, articles have been about reaching financial freedom through saving, general value investing strategies and philosophy, interspersed with occasional posts …

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5 Reasons You Should Keep Cash

One of the biggest advantages of being a small private investor over professional investors, such as investment and mutual funds, is flexibility. A professional fund, often called institutional money, is usually set up according to a mandate. This may specify the investment style it will focus on, size, geography, sector, stage and other factors. Overarching …

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Your Top 5 Most Valuable Possessions

What are the top 5 most valuable possessions in your world? Thinking about this question can reveal some fascinating insights about how soon and simply you could move towards financial freedom. Specifically, what things do you spend money on today that are the most valued things you have. I’m not talking about staples or basic …

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25 Top GARP stocks (Growth At Reasonable Price)

In the last post, Using Growth and Value for stock selection, I described using a Growth At Reasonable Price (GARP) approach to assist stock selection. GARP was popularized by Peter Lynch who ran Fidelity Magellan fund from 1977 to 1990. He achieved returns over the period of 29% CAGR, or a 28x return on initial …

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