investment checklists
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2022 by Gautam Baid · across every show →
Everything said about investment checklists, oldest first
Feb 7, 2022 neutral
Baid: Checklists must differ between commodity cyclicals and secular growth stocks
“The primary checklist items you look at when evaluating deep value cyclicals or commodities is very different from the primary checklist items you look at when you're evaluating high quality secular growth stocks, where the quality of business and the quality …”