This chart taken from my book, illustrates my equity research framework comprised of 4 factors that drive margin of SAFEty for an investment in a
Category: Equity Research Process
The table below should give you some idea of the time it takes to execute different research activities required to analyze a given company. Depending
Equity Research is very time consuming, and in the case of sectors like Tech and Pharma, also requires industry knowledge, which most investment professionals do
A Value Stock is one that was vetted through the process of Equity Research to provide adequate Margin of Safety. The goal of equity research
This chart from my book dissects “Company Fundamentals” into “Business Model” and “Industry Dynamics”. While a generalist value investor would be capable of understanding the