Tag
#primary-sources
2 articles
- Research Workflow
Building a Financial Model from Primary Sources
Build a model from the filings themselves: pull the reported statements, read the notes, rebuild the history, then drive it with segment and KPI assumptions.
- Research Workflow
How Hedge Funds Actually Research Companies
Hedge funds research companies by starting from primary sources, hunting for disconfirming evidence, and building a variant view. Here is the mindset.