Investment Frameworks

“Investment Frameworks” is one of Kyle’s core reusable Roam pages — a growing, block-referenceable collection of formatted frameworks and checklists drawn from different investors. In Networked Conviction — Roam + Investing he describes it as one of the two list-type pages he uses most (alongside Investment Memo Template), living in his Investing 101 2.0 Sandbox. The point is reuse: “being able to block reference to common investment frameworks and use them over and over again helps me better understand them,” and to pull the relevant ones into a given company page during research. He invokes Charlie Munger for the underlying logic — “use a checklist to be sure you get all the main models and use them together in a multimodular way” — while stressing the checklist exists to counter psychological tendencies, not to reduce judgment to box-ticking.

The page pairs with Investment Memo Template as a clean division of labor: Investment Frameworks is the library of other investors’ checklists; the memo template is the structure you write a memo into. The Networked Conviction — Roam + Investing - Research notes flag splitting “investment memo” and “investment framework” templates apart and building a metadata page so relevant frameworks can be reviewed and pulled in per company.

Where this appears

• Networked Conviction — Roam + Investing — described as a core reusable Roam page; the block-referenceable collection of investors’ frameworks, with the Munger checklist rationale
• Investment Memo Template — paired counterpart; frameworks are the checklist library, the template is the memo structure
• Networked Conviction — Roam + Investing - Research — research notes on splitting framework vs. memo templates and building a metadata index of frameworks

See also: the Learning resource of the same name — Investment Frameworks (Learning) (different page; same title, lives in the learning/ collection at /learning/investment-frameworks).