Dear fellow readers - welcome to (most probably) the most ANTICIPATED post of my 5-part series on what I’ve now called: “Lessons I’ve Learnt - Systems I’ve Built” tell all, exclusive to my sub-stack subscribers.
It brings me great pleasure to kick off “Part 03 - Filtering for Opportunities”, or what I like to call finding high probability winners. I work mostly on the ASX; however, you could technically apply this logic to any market.
Also keep up with me on X at ASXPEASANT as I do provide general updates on matter in relation to the health of the economy, stock opinions and an honest perspective on markets.
The Contents:
To keep things consistent in this series - I will kick it off like I always do by recapping where we are up to in my overall investing framework. In this part, we are now well and truly out of the broad-brush thesis and into the details.
Investing Rationale
The Investment Principles
Filtering for Opportunities (This Post)
Putting Companies to the Test
Final Selection and Portfolio Weighting
Ok so let’s get into it!
How do I find high probability winners?
First and foremost, there are several sources of objective / bulk screeners for stocks, so you can use which ever platform you like to filter through information.