BroadWarren Buffett
Think like a business ownerUnderstand how a business earns money, why its advantage might last and how much cash remains after maintaining its competitive position.
Meet the investor Try the playbookLEGENDARY INVESTORSLearn from the greats.
Learn from the greats.
Build your own playbook.
A wall of investing minds. Discover how they think, what shaped their approach and how to put the lessons to work.
Investor insight
Brian Shannon
Brian Shannon worked at Wall Street firms including Lehman Brothers before building his independent trading education business.
Try the calculators and worked investor examples →
15 approaches to explore
Broad
GrowthPeter Lynch
Find the business behind the familiar nameTurn a familiar business into a researched investment idea. Record evidence as well as uncertainties.
Meet the investor Try the playbook
BroadRay Dalio
Diversify the risks, not just the namesExplore how a portfolio could respond to economic surprises and shared risks.
Meet the investor Try the playbook
ResourcesMichael Gentile
Look for overlooked value and a funded catalystLook at project scale, infrastructure, room to grow and the price paid. Check what a strategic investor actually received in the deal.
Meet the investor Try the playbook
ResourcesRick Rule
Ask the questions a pitch leaves outStart with what could be lost. Assess the team, the next useful milestone and whether funding can get the company there.
Meet the investor Try the playbook
ResourcesEric Sprott
Connect the metal to the economicsExamine the deposit, metal-price assumptions and potential margins. Ask how much of that opportunity reaches each share.
Meet the investor Try the playbook
ResourcesDoug Casey
Put the speculation through eight testsUse the eight Ps to examine the people, property, financing, share structure and events that could change the investment case.
Meet the investor Try the playbook
TechnologyBill Gurley
Find out what the revenue is worthLook beyond revenue growth. Assess repeat business, customer loyalty, margins and dependencies before deciding what sales are worth.
Meet the investor Try the playbook
BiosciencesPeter Kolchinsky / RA Capital
Put the science in its competitive contextPlace a treatment in its clinical and competitive context. Identify the patient need, evidence and funding required for the next important result.
Meet the investor Try the playbook
BroadHoward Marks
Start with what the price already assumesConsider several outcomes, the expectations reflected in the price and losses you could not tolerate even when the average looks attractive.
Meet the investor Try the playbook
Technical analysisBrian Shannon
Read the chart at more than one scaleRead the same company at different magnifications. Identify the larger trend, the decision timeframe and the details that support or challenge your plan.
Meet the investor Try the playbook
GrowthWilliam J. O’Neil
Combine business growth with market strengthA starting worksheet informed by public CAN SLIM education associated with How to Make Money in Stocks: connect business growth, leadership and the wider market.
Meet the investor Try the playbook
Technical analysisNicolas Darvas
Give a price breakout a defined boundaryUse a clearly marked price box as a research reference. Inspired by the publicly described range approach associated with How I Made $2,000,000 in the Stock Market.
Meet the investor Try the playbook
Technical analysisAlexander Elder
Bring psychology, method and risk togetherA manual research checklist informed by Elder’s public Triple Screen materials, connected to Trading for a Living and Come Into My Trading Room.
Meet the investor Try the playbook
Macro & GoldJim Rickards
Stress-test the monetary backdropExamine monetary and geopolitical scenarios, gold's proposed role, and what happens if the forecast is wrong.
Meet the investor Try the playbookAn independent educational collection of investors, traders and market thinkers. Selection is editorial, not a performance ranking. Playbooks are our research prompts based on public sources, without investor endorsement.