How to find investment ideas

How do you find investment ideas? When meeting with other investors, and potential clients, that is the most common question asked. Every institutional investor has a very fancy slide with which to explain their process, because that is what the researchers demand of them. My experience has been that reality is usually far from the simplicity represented on that slide. Good stock pickers have a multi-faceted and wide ranging, often somewhat random way of sniffing out prospective areas in which to spend their time. And that's all idea generation is. You need to strike the right balance between being exposed to hundreds or thousands of potential ideas, and in-depth analysis of the most highly prospective targets that result from that higher level search. A good idea generation process is one that regularly lands you in particularly prospective ponds. In this post (VIEW LINK)


Steve Johnson
Founder & Chief Investment Officer
Forager

Steve began Forager Funds in 2009, and now manages approximately $400m across two funds. The Forager Australian Shares Fund and Forager International Shares Fund are both unlisted and are available to investors with daily applications and...

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