I’ve been trying to get better at reviewing my stock decisions.
One habit that has helped is writing down the “invalidating condition” before the outcome happens.
Not just “why I like this stock,” but:
* what would prove this thesis wrong?
* what risk am I probably underestimating?
* what data would make me change my mind?
* when should I review this again?
I realized that if I only write down the bullish case, it becomes too easy to rationalize the decision later.
Curious how others here structure their investment notes or reviews. Do you use a spreadsheet, Notion, broker notes, or something else?