GLEN
Building your investment thesis
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Analysis in progress
Pulling historical financials
Annual and quarterly income statements, balance sheet
Reviewing 10-K disclosures
Pulling earnings call transcripts
Pulling analyst estimates
Distilling the big idea
Understanding how they make money
Analysing financial performance
Evaluating competitive advantages
Sizing up the leadership team
Sizing the opportunity ahead
Crunching the multiples
Weighing up the evidence
Scoring the investment