Discipline


	*A Better Way to Pick Stocks.*

	*Make Decisions Faster,*

	*Make them more Profitable and*

	*Make them with Less Risk.*


	Discipline is THE Glue

	A strong discipline is the glue that holds together the Monopoly Method. A strong discipline is also the engine that will drive you to the right themes and monopolies—and it is the engine that helps you decide what scores to enter for our Process. Without an effective discipline, there is no Monopoly Method and no way to both replicate and measure your performance, which in the end is needed to help you learn and grow as an investor.

		Link to these sites to help your research

	Fundamental Data

	www.sec.gov/rules/final/33-7881.htm www.retailroadshow.com www.zintro.com www.whispernumbers.com www.wikinvest.com www.finance.yahoo.com www.moneycentral.msn.com www.briefing.com www.seekingalpha.com www.wstselfstudy.com

	Commodities Data

	www.futures-research.com www.greenmarkets.com www.agweb.com www.agriculture.com www.nass.usda.gov/Newsroom www.metalprices.com www.chinamining.com www.steelonthenet.com

	Technical Analysis

	www.dorseywright.com www.elliotwave.com www.tomdemark.com www.bigcharts.com www.stockcharts.com

There are a number of crucial sources of information about the state of a company’s business. Not all are of equal value, however. Testimony from a company’s customers, for example, is far more valuable than that of a Wall Street analyst.

A disciplined approach to information gathering will hit five major touch-points of any company’s business. Below, from left to right, in increasing order of importance, is the Discipline System of the Monopoly Method.


	THE DISCIPLINE SYSTEM

Level 1

Level 2

Level 3

Level 4

Level 5

Analyst

Company

Consultant

Channel

Customer/ Competitor

Brokerage Firm

Company Management

Industry Expert

Suppliers/ Distributors

Specific Customer/ Competitor

LEVEL 1 - ANALYST

While Wall Street’s influence over the direction of stocks has lessened over the years, they can still move prices, especially in the short-term. Learn more...

LEVEL 2 - COMPANY

Communication with prospective or current portfolio companies falls in two categories—one-way or two-way. Learn more...

LEVEL 3 - CONSULTANT/EXPERT NETWORKS

Consultants are similar to Wall Street analysts, but their customers are not just investors. Learn more...

LEVEL 4 - SUPPLY CHANNEL AND “FOOD CHAIN”

All investors are familiar with the experience of waking up one day to find a stock holding down significantly, without any apparent news out of the company itself. Learn more...

LEVEL 5 - CUSTOMER/COMPETITOR

The fifth level is the most important of all: the customers (competitors) that keep your portfolio holding in or out of business. Learn more...