Aramark

Building your investment thesis

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Analysis in progress

Fetching financial statements

5 years of income, balance sheet, and cash flow data

Reading SEC filings

Reading the latest earnings call

Gathering news and analyst views

Forming the core argument

Understanding how they make money

Analysing financial performance

Stress-testing the moat

Assessing the people running this

Mapping the road ahead

Building a valuation framework

Writing the final call

Scoring the investment