The links below connect to lecture notes on An Investment Process. Think through how these notes can help you. I suggest glancing at them, then reading the books suggested in the first link. Once you have read the two books, come back to these notes. The second link (Gabelli) has a link in the document that will take you to a video of Greenwald’s lecture. Read, listen and then reread his lecture.
Let me know if the above is enlightening………..