Investing basics1958
Common Stocks and Uncommon Profits
Philip A. Fisher
Focuses on evaluating business quality, management, growth advantages, and scuttlebutt research before long-term ownership.
Mental models
Model 1
Use this model to understand the business before the ticker.
Model 2
Use this model to separate market price from economic value.
Model 3
Use this model to test the thesis against evidence.
Model 4
Use this model to build a process before committing capital.