Discussion about this post

User's avatar
Paul Martin's avatar

i really really really love the way you breakdown the thesis by your 16 points of quality, thank you!

Expand full comment
Vishal Sarda's avatar

Loved the systematic way you analysed the stock using your 18-20 valuation parameters. My question is - while analysing any stock, should we not also look at close competitors across the same valuation parameters and also do a macro analysis of the industry as a whole?

Expand full comment
4 more comments...

No posts