Value investing1934
Security Analysis
Benjamin Graham and David Dodd
A deep foundation for security analysis, asset valuation, bonds, stocks, and the margin-of-safety principle.
Checklist
Do I have a rule to estimate value instead of forecasting short-term price?
Do I have a rule to demand a margin of safety?
Do I have a rule to prioritize avoiding permanent loss?
Do I have a rule to wait for price and quality to align?
Write down what would invalidate the thesis.
Set a review date before acting.