Klaviyo
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
Understanding how they make money
Analysing financial performance
Stress-testing the moat
Sizing up the leadership team
Evaluating the growth story
Crunching the multiples
Weighing up the evidence
Building the quality scorecard