I’m building something and want to learn from folks who take their investing seriously, somewhere between casual retail and full-time professional. Think self-directed investors managing meaningful personal capital, running real DCFs, reading 10-Ks and 8-Ks cover to cover, maintaining watchlists with actual theses behind them.
I’d love to hear about your workflow: - How do you source and filter ideas? - Where does your research live (notes, spreadsheets, etc.)? - What’s the most painful or time-consuming part of your process? - What tools have you tried and ditched, and why?
Not selling anything, not pitching a product. Just trying to understand how you guys actually work.