UBSFY

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

Scanning recent news and research

Distilling the big idea

Mapping the business model

Analysing financial performance

Evaluating competitive advantages

Assessing the people running this

Sizing the opportunity ahead

Crunching the multiples

Weighing up the evidence

Tallying up the evidence