BSLRF

Building your investment thesis

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Analysis in progress

Pulling historical financials

Annual and quarterly income statements, balance sheet

Reading SEC filings

Analysing management commentary

Scanning recent news and research

Forming the core argument

Breaking down the core business

Auditing the numbers

Evaluating competitive advantages

Assessing the people running this

Sizing the opportunity ahead

Running valuation analysis

Weighing up the evidence

Tallying up the evidence