
Have you researched a company and want another pair of eyes on your thesis?
Send me your stock research before the session and I'll go through it with you.
I'll look at:
• Your understanding of the business
• Revenue and earnings assumptions
• Growth expectations
• Valuation
• Key risks and potential red flags
• What you may have missed
• Whether your overall investment thesis is logically consistent
The goal isn't for me to tell you whether to buy or sell the stock.
The goal is to help you become better at doing your own research.
I'll challenge your assumptions where I think they're worth challenging and share how I would approach the analysis.
Please share your research/thesis before the session so I can come prepared