Canon
Building your investment thesis
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Analysis in progress
Pulling historical financials
Annual and quarterly income statements, balance sheet
Reading SEC filings
Pulling earnings call transcripts
Gathering news and analyst views
Sharpening the investment thesis
Understanding how they make money
Analysing financial performance
Stress-testing the moat
Assessing the people running this
Mapping the road ahead
Crunching the multiples
Writing the final call
Tallying up the evidence