Exscientia

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

Gathering news and analyst views

Forming the core argument

Understanding how they make money

Tracing the financial trajectory

Evaluating competitive advantages

Assessing the people running this

Sizing the opportunity ahead

Building a valuation framework

Writing the final call

Scoring the investment