Cardinal Health

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

Stress-testing the moat

Sizing up the leadership team

Evaluating the growth story

Crunching the multiples

Writing the final call

Building the quality scorecard