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Investment X-Ray

technique
Last discussed Nov 7, 2026

A four-category framework for scoring investments on capital preservation, tax efficiency, yield/cash flow and growth, with each category scored out of 25.

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SS
Sharran Srivatsaa
mentioned
Used for: Evaluating investment pitches and deciding what questions to ask Praised: Simple heuristic, quick scoring, surfaces the right questions when being pitched vs: Contrasted with investing out of peer pressure or because money is burning a ...

"Here's a quick heuristic for how you actually analyze an investment. It's called the investment x-ray. There's four categories in which you analyze an investment. The first is capital preservation... Second is tax efficiency... The third is yield ..."

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