Pagaya Technologies
Building your investment thesis
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Analysis in progress
Pulling historical financials
Annual and quarterly income statements, balance sheet
Parsing the annual report
Reading the latest earnings call
Gathering news and analyst views
Distilling the big idea
Understanding how they make money
Auditing the numbers
Stress-testing the moat
Reading management signals
Evaluating the growth story
Building a valuation framework
Weighing up the evidence
Building the quality scorecard