{"id":15,"date":"2026-05-29T17:07:45","date_gmt":"2026-05-29T17:07:45","guid":{"rendered":"https:\/\/investorgreats.com\/?page_id=15"},"modified":"2026-05-29T17:12:03","modified_gmt":"2026-05-29T17:12:03","slug":"how-i-invest","status":"publish","type":"page","link":"https:\/\/investorgreats.com\/?page_id=15","title":{"rendered":"How I Invest"},"content":{"rendered":"\n

\"\ud83d\udd0d\" How I Invest?<\/p>\n\n\n\n

My holding period is usually 1-5 years.\u00a0I\u00a0like the part about researching great companies and prefer not holding shares for decades. In the end,\u00a0I\u00a0need to know when to hold\u2019em and when to fold\u2019em. As most companies in the stock market will not go on decade long bullruns like Apple and Microsoft.\u00a0I\u00a0want to find great companies today, not hoping my stocks becomes great in the next five years. Makes sense?<\/p>\n\n\n\n

The majority of my investment philosophy is rooted in the teachings of Philip Arthur Fisher<\/a>.<\/p>\n\n\n\n

\n\n\n\n

\"\ud83d\udd0d\" My Evaluation Formula:<\/h3>\n\n\n\n

1. Market Size<\/strong>
Is the addressable market large enough (in dollars) to allow for major growth? A company operating in a billion-dollar industry has more room to scale than one in a niche market.<\/p>\n\n\n\n

2. Who\u2019s Behind the Business?<\/strong>
Look at the backgrounds of founders and top executives. Have they studied at top institutions like Stanford or MIT? What does their work history say about their capabilities?<\/p>\n\n\n\n

3. Intelligence & Track Record<\/strong>
Rather than guessing IQ, assess their intellectual credibility: Have they built successful ventures before? Published research? Solved complex challenges?<\/p>\n\n\n\n

4. Key Clients<\/strong>
Are the company\u2019s clients legitimate, known entities? If not, beware of shell companies \u2014 a common red flag in pump-and-dump schemes.<\/p>\n\n\n\n

5. Innovation & Product Value<\/strong>
Is the business offering truly new, valuable solutions, or just recycling existing ideas with new branding? Look for uniqueness that can scale.<\/p>\n\n\n\n

6. Competitive Landscape<\/strong>
Who are their competitors, and what are they doing better \u2014 or worse?<\/p>\n\n\n\n

7. Employee Satisfaction<\/strong>
Glassdoor.com reviews can reveal toxic cultures or inspiring leadership. Pay attention to how employees describe the CEO.<\/p>\n\n\n\n

8. Industry Focus<\/strong>
I focus solely on scalable tech. Retail chains are harder to predict; tech has the potential to scale explosively.<\/p>\n\n\n\n

9. CEO Temperament<\/strong>
Look for thoughtful, humble, creative leaders \u2014 not flashy salespeople. Warmth and long-term thinking go further than polish.<\/p>\n\n\n\n

10. Vision & Metrics<\/strong>
Do they have clear, measurable goals (e.g., 15% annual growth)? Watch for overly ambitious or vague claims.<\/p>\n\n\n\n

\n\n\n\n

\"\ud83c\udfaf\" Top Takeaways<\/h3>\n\n\n\n

The two most critical factors:
1. Leadership quality<\/strong>
2. Product innovation<\/strong><\/p>\n\n\n\n

Test the product yourself if possible \u2014 that alone can tell you a lot.<\/p>\n\n\n\n

This formula is tailored to micro, small, and midcap IPOs, where smart analysis can help you find the next big success story.<\/p>\n\n\n\n

\n\n\n\n

Ready to start investing?<\/strong>
Check out our list of Top Stock Brokers<\/a> and begin your journey with early-stage stock market investing.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

 How I Invest? My holding period is usually 1-5 years.\u00a0I\u00a0like the part about researching great companies and prefer not holding shares for […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-15","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/pages\/15","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/investorgreats.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15"}],"version-history":[{"count":5,"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/pages\/15\/revisions"}],"predecessor-version":[{"id":24,"href":"https:\/\/investorgreats.com\/index.php?rest_route=\/wp\/v2\/pages\/15\/revisions\/24"}],"wp:attachment":[{"href":"https:\/\/investorgreats.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}