Forms and Worksheets To Assist
In Your Decision Making Process

Calibration Worksheet

This Excel worksheet is a way to accumulate and compare data from different sources, which aids in making your own personal judgments on the SSG.  Individual cells are commented to assist in entering information.  The sources in the header are only suggested sources, and should be changed to the sources that you use. 

SWOT Analysis Template

The SWOT (Strengths, Weakness, Opportunity, Threats) is a methodology used to focus on the important issues that will affect a company's value and future prospects.  This is to assist in thinking about the company prospects in a non-emotional manner, focusing on the known facts.

First Cut

Developed by Better Investing to list and document the important aspects of making a stock buying decision prior to purchase.  The template is located on the Better Investing web site.

BI Stock Watcher Guide

An Excel Spreadsheet to track stocks on a quarterly reporting basis.

BI Club  Stock Watcher

Class Registration Form

Recordings and Videos

Introduction to Go To Meeting video.  A short seven minute video introducing the use of GoToMeeting.

 

 

 


 
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