Building Your Own Process
Watching whales is most useful as one part of a repeatable research routine. Here is a simple weekly and quarterly process for using public filings, tracking results and learning from them.
A simple routine
| When | Task |
|---|---|
| Weekly | Scan notable insider purchases and new activist stakes |
| Mid-Feb., May, Aug. and Nov. | Review 13Fs from a short list of managers you respect |
| Each idea | Run your checklist: business, valuation, chart, risks |
| Monthly | Review your idea log against a benchmark |
Adapt the schedule to your time and style.
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