Tag
#checklist
2 articles
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The Thesis Monitoring Checklist
A reusable checklist for monitoring an investment thesis: the drivers to watch, the guideposts to record, the cadence, the triggers, and the disclosures to never miss.
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How to Compare Two Companies Properly: A Checklist
A step-by-step method for comparing two listed companies: check comparability first, compare operations before valuation, and normalise the traps.
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