Our Investing Framework
Evaluate Industry segments
What to avoid
What to prefer
Articulate the why
Understand risk
Evaluate Industry segments
Market Size
Profit pools
Industry structure
Long term unit economics
Secular or cyclical sector
Choose where to be
Current market context
Market breadth analysis
Choose the right sectors
Shortlist potential opportunities
Choose where to be
Sector rotation
Relative strength
Medium term triggers
Competitive landscape
Qualitative inputs
Coverage Universe
Due Diligence & Deep dive
Bottom up business research
Peer benchmarking
Corporate Governance
Identifying risks
Due Diligence & Deep dive
Financial Analysis
Technical Stage Analysis
Earnings sustainability
Core/Tactical pick
80+ point checklist
Channel checks
Valuation & Allocation
What to buy
At what price
Position sizing
Risk management
Exit criteria
Valuation & allocation
Views on potential earnings
Reverse DCF assessment
Absolute & relative valuation
Relative ranking of ideas
Proactive rebalancing
What is on offer
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Multicap equity approach
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Detailed research reports
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Quarterly earnings dashboard for 100+ businesses
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Quarterly Sector summary across 10+ sectors
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Monthly newsletter
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