Relay Therapeutics
Building your investment thesis
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Analysis in progress
Pulling historical financials
Annual and quarterly income statements, balance sheet
Reading SEC filings
Reading the latest earnings call
Gathering news and analyst views
Distilling the big idea
Mapping the business model
Analysing financial performance
Stress-testing the moat
Assessing the people running this
Mapping the road ahead
Running valuation analysis
Forming the verdict
Building the quality scorecard