OGC's Investing Framework
Since I started this Substack, many of you have asked how I think about investing: how I find ideas, how I underwrite companies, and how I decide when the odds are asymmetric.
I put this guide together to answer that properly.
Inside, I break down the entire framework I use to evaluate public-market opportunities: from business quality and valuation to risk management, position sizing, and the traits I have seen across some of my best investments. The guide also contains a checklist to apply on each of your stock picks.
The full content page is as follows:
If you are trying to become a more thoughtful stock picker, this is the guide I wish I had earlier.
You can purchase the framework securely through the link below. To celebrate the launch of this guide, you can use the discount code EARLY30 to get 30% off your purchase, for a limited time only.
Once payment is complete, I will send the PDF to the email address used at checkout within 24 hours.
