What are your main criteria for an investment? What are the top attributes you look for in a company? What completely discourages you from making an investment?

Something I avoid: Names that everyone is talking about. For example, I wouldn't touch $NVDA right now, it's all the talk of the town. I'm also transitioning my portfolio to focus on boring names at the moment, given the current environment of extreme hype on some names, especially AI.

Some things I look for: Skilled & experienced management. Secular growth. Generally prefer less cyclical growth, as well, but willing to waive this for the right business, like $ANET.

What do you all think? What are your top red/green flags?