He doesn’t know it, but this fellow is doing process driven trading, and I thought I should try to filter through the words to identify his process:

• Stage 1 – Search Sources
• • Use Screens
  • Read Blogs
  • Company Competitors
  • A to Z by country or by industry
• Once a company is selected, look at:
• Stage 2 – First Filter – Valuation Ratios (30 seconds)
• • EV/EBIT
  • P/Tangible Assets
  • P/Sales
  • P/Book
  • FCF
• Stage 3 – Second Filter – Industry (30 seconds)
• • Avoid Real Estate
  • Avoid Metals Miners
  • Avoid Financials
  • Avoid Capital Goods Makers
• Stage 4 – Third Filter – Self-Description (2 minutes)
• • Look for words like  ”niche”, “specialized”
  • Look for non-capital intensive
  • Look for one of a kind
  • Look for makers of cheap and repeat purchased things
  • Look for distributors
  • Look for stable revenues
  • Look for businesses you understand
• Stage 5 – More Data (2 minutes)
• • ...