[ Value+ ]

Mike King September 2025

Factor Investing

What are the factors?

https://www.youtube.com/watch?v=CfzGPe9XRek&t=2149s

Ranks for triage stocks

Sorted by Quality,

It looks very different

Let's all use the same tool

Stockopedia is a candidate

Not everyone has CI

Stock Doctor?

Others?

We need a triage process

  • No point in copying Team Invest process
  • Selection criteria
    • Rolling triage - choose next month's stocks
    • Stock of the day - something that's cheap

We need a SMART equivalent

  • Quicker process
  • Standard set of moats and risks
  • Need to vote in/out
  • Winners go to investment committee

We need an investment committee

  • Decides what's in/out
  • Steady portfolio
  • Emerging stocks portfolio

Factor Investing

By Mike King

Factor Investing

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