A Simple check before you invest

Before You Buy a Stock, Ask These 8 Questions

A company can have a great story and still be a bad investment.

This free one page checklist gives you eight questions to work through before deciding whether a stock is worth buying.

Slow down the decision: A rising price, headline, social media post, or AI recommendation can bring a stock to your attention. The key is not letting the excitement push you to buy before doing the research.

Create a system: Work through the same eight questions each time you research a company, so your decision is based on a process rather than instinct or excitement.

Here's What the checklist does for you:

Inside, you’ll find eight questions designed to help you decide whether a stock is worth buying.

Here's what you'll work through:

Know what you’re buying: Understand how the company makes money, where its growth could come from, and what may give it an advantage.
Decide whether the price makes sense: Compare the stock’s valuation with its history, competitors, and expected growth without trying to calculate one perfect price.
Turn your research into a clear case: Pull your answers together into a short investment thesis explaining why the stock may be worth owning.
Challenge your thinking: Identify the risks, what could prove you wrong, and whether the stock fits your portfolio. Two optional AI prompts can help uncover assumptions or research gaps you may have missed.

A Better Investing Process starts Before you Buy

Get the free one page checklist and use it whenever you’re researching a stock. Save it on your phone, print it, or keep it open before buying a stock.

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