4 Comments
User's avatar
Lorenzo's avatar

Thanks for sharing! It would be great to see how you approach a valuation from scratch—where you focus, what you look for in a 10-K, how you understand the business and its history, whether you read everything, and where you get your numbers (manually or using tools). Starting is always the tricky part, and I find that I often get lost in unhelpful details.

Adam Mead's avatar

A good subject for a few future posts!

Andrew Wagner's avatar

I always find it useful to take a quick look at what the company's competitors are doing. Sometimes they're all facing the same problems and sometimes it's a company specific issue.

Adam Mead's avatar

Good point. I'd put that in the first part of the deeper research category. Industry context is super important!