Tag
#research-process
8 articles
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How to Read a Backtest Report
Read a backtest report in reverse order: setup and assumptions first, then risk and turnover, and the return figure last. Here is the sequence and the red flags.
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An IPO Analysis Framework: How to Read a DRHP Section by Section
A structured framework for analysing an Indian IPO from its DRHP: what each section contains, what to extract, and where the document is designed to be least informative.
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Scenario Analysis Explained: Building Coherent Futures, Not One Forecast
Scenario analysis replaces a single point forecast with a small set of internally consistent futures, each with its own assumptions, so you can see how a view breaks.
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Sensitivity Analysis Explained: Which Assumption Actually Moves the Answer
Sensitivity analysis changes one input at a time to see how much the output moves, revealing which assumptions carry a model and which barely matter at all.
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What-If Analysis in Financial Models: Structuring It So It Changes a Decision
What-if analysis tests how a model responds to changed assumptions. Done well it is decision useful, done badly it produces a wall of numbers nobody acts on.
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Why Backtest Results Don't Repeat in Live Investing
Backtest results rarely repeat live because of overfitting, regime change, crowding, and the costs a test omits. Here is what actually causes the gap and what to expect.
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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.
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How PMS Firms Research Indian Stocks
A professional PMS firm researches an Indian stock through a disciplined, multi-stage process: screen the universe, read filings, model drivers, verify on the ground, value, size, and monitor.
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