How to Find Stocks That Will Make You Money
Gary Mishuris, CFA
![Gary Mishuris, CFA]()
Gary Mishuris, CFA
Managing Partner, CIO at Silver Ring Value Partners | Helping long-term investors safely compound capital
How do you find stocks that are promising ideas for investment? A great idea generation process should:
- Cover a broad universe in a reasonable amount of time
- Make sure that you are focusing on the most promising opportunities
- Avoid being over-reliant on a single kind of opportunity and risking systematically missing out on other attractive investment candidates
To find stocks that might be attractive investment opportunities, I use a 3-stage funnel:
- Stage 1: Include any stock that could be a fit based on my criteria
- Stage 2: Quickly exclude any stock from Stage 1 that fails any of my must-have requirements
- Stage 3: Prioritize the remaining stocks based on quality, valuation and complexity of the investment thesis
So what are the sources of ideas? I use four independent idea generation streams that complement one another:
- Value Screening
- High Quality Company Watch-List
- Special Situations
- Like-Minded Investors
Check out this video where I cover my idea generation process in-depth:
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