Using this forum to create a library of individual’s investment framework.
What is the your screening framework, research framework (categorising stocks), portfolio construction framework, allocation framework, buying/selling framework?
For eg, my screening framework involves looking for a company with gross margins > 50%. This shows company has room for improving EBITDA margins by achieving efficiencies and is not totally dependent on raw material’s prices to sustain margins.
You need not put all at once. If you have a solid framework even for either of the things, please share.