Interactive Brokers

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

Pulling analyst estimates

Distilling the big idea

Mapping the business model

Auditing the numbers

Evaluating competitive advantages

Reading management signals

Evaluating the growth story

Running valuation analysis

Weighing up the evidence

Building the quality scorecard