Deal metadata
Investment thesis
Write this while calm and rational.
Failure recognition & exit triggers
Write this while calm and rational.
Forced pause
Answer with a cool head before you proceed to the checklist.
If the stock declines 10%, 20%, 30% or 50% after I buy/add, would I rationally want to own more?
Yes
No
Signature
Sign after printing.
Risk checklist (Buy/Add)
Answer every item: Yes or No. A strong buy case should have a very high share of Yes answers.
Checklist YES answers
0
Checklist items
0
Current recommendation
—
Recommendation
Complete the checklist to see the recommendation.
Decision
Capture GO / NO GO for future dataset, including missed opportunities.
Not ready — complete required fields and checklist.
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