Growth Investing Process

[vijaybangar]

Hello you very wonderful and intelligent people that make up this forum. I truly hope everything is going well for you and you are having a lovely week.

I know many investors like to look at a few years worth of Annual Reports before investing in a stock. However, i have found that there is a huge amount of information that is not relevant in the Annual Report. I also suppose that reading more about a stock or company, will not make the investment safer.

I kindly wondered please for an investing process, would it be okay to look at articles, press releases and company statements about a company’s growth plans please? Then combine this with analysing the Cash Flow Statement to see how healthy the business is please? Such as Gregg’s in the UK there is lots of press releases about its strategies for opening new stores. I kindly please wanted to ask as an investment process would this be okay, this level of research would possibly take around 4 - 5 hours. If anyone kindly had any thoughts on this i would be forever grateful and thankful it would mean the world to me.

Sending you lots of good wishes and i truly hope you achieve massive success with your investing and have a wonderful life. With my every best wishes.

 

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[MJ DeMarco]

IMO, the best investing process is following what "smart money" is doing (billionaires, activities, sovereign wealth funds, Nancy Pelosi). You can do this by examing 13F filings or following a website who does.

AI DESCRIPTION ON 13F FILINGS

A 13F filing is a quarterly report that institutional investment managers must file with the U.S. Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings are mandated by Section 13(f) of the Securities Exchange Act of 1934 and are intended to increase transparency regarding the holdings of institutional investors, thereby boosting investor confidence in the U.S. securities markets[1][2][5].

### Who Must File Form 13F?

Institutional investment managers, such as banks, insurance companies, broker-dealers, and pension funds, are required to file Form 13F. These managers must have investment discretion over $100 million or more in Section 13(f) securities, which include exchange-traded stocks, equity options, warrants, shares of closed-end investment companies, and certain convertible debt securities[1][2][5].

### Filing Requirements

Form 13F must be filed within 45 days after the end of each calendar quarter. The report includes details such as the name of the institutional investment manager, the securities they hold, the number of shares, and the total market value of these shares as of the end of the quarter[2][3][5].

### Purpose and Use

The primary purpose of Form 13F is to provide transparency into the holdings of large institutional investors. This allows retail investors and other market participants to gain insights into the investment strategies of prominent investors and institutions. The filings can be accessed through the SEC's EDGAR database, offering a valuable resource for understanding market trends and investment strategies[5].

### Recent Amendments

Recent amendments to Form 13F, effective from January 2023, include requirements for electronic filing, additional identifiers, and simplified reporting conventions. These changes aim to streamline the reporting process and enhance the clarity of the information disclosed[1].

Citations:
[1] SEC.gov | Frequently Asked Questions About Form 13F
[2] https://www.investor.gov/introducti...rm-13f-reports-filed-institutional-investment
[3] https://www.sec.gov/files/form13f.pdf
[4] 7 Frequently Asked Questions (and Answers) About Form 13F
[5] Form 13F: What It Is, Filing Requirements, and How Investors Can Use It

For example, the Saudi Sovereign Wealth fund just bought a bunch of NU (fintech stock).

Warren Buffet bought a ton of Ulta (ULTA).

Smart money pays a fortune to do the research on these firms, industries, management, before allocating money into the investments.

Money doesn't lie when it comes to this stuff.

The money might not be right, but it doesn't lie.

 

[HoosierLife]

IMO, the best investing process is following what "smart money" is doing (billionaires, activities, sovereign wealth funds, Nancy Pelosi). You can do this by examing 13F filings or following a website who does.



For example, the Saudi Sovereign Wealth fund just bought a bunch of NU (fintech stock).

Warren Buffet bought a ton of Ulta (ULTA).

Smart money pays a fortune to do the research on these firms, industries, management, before allocating money into the investments.

Money doesn't lie when it comes to this stuff.

The money might not be right, but it doesn't lie.

Are you early enough if you're following 13F filings? You could be 3 months late to the party. I guess you're still at the right party.

And could you buy what they purchased most recently? Not sure how the quarterly filings work. But say the next one comes out on 9/1, does it show stuff they did in August?