We’ve included reason codes in each decision to help to calibrate your filters and learn over time which ones are working for you and which ones aren’t. We’ve included some default Reason Codes in the app, but here are more that you might find inspiring enough to add to your Journalytic.
Buy
- Antifragile
- Downside Protection
- Inc Certainty
- Long Term Buy
- Love the Business
- Price Drop
- Reversion to the Mean
Sell
- Business Compromised
- Fully Priced
- Management
- Outside Competence
- Risk Increased
- Trading Up
Pass
- Don’t Want to Study
- Dragging My Feet
- Evaluating Execution
- Low-margin Business
- Management Issues
- Position Too Big Already
- Timing Risk
- Too Expensive
- Too Much Leverage
- Too Much Tail Risk
Hold
- +200 SMA
- Almost Fully Valued
- Business On Watch
- Execution Hiccup
- Management Red Flag
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