A framework to analyse, understand and invest in businesses (Part 1 of 3)
gurusundaram.substack.com
What analysis would you do before deciding to invest in a company? Here’s a framework drawn from a compilation of ideas from different sources like investment notes, Twitter threads, podcasts, blog posts, and my experiences. Not all steps are necessary for all businesses, but going through this checklist will generally ensure you are well placed to make the investment decision.
A framework to analyse, understand and invest in businesses (Part 1 of 3)
A framework to analyse, understand and invest…
A framework to analyse, understand and invest in businesses (Part 1 of 3)
What analysis would you do before deciding to invest in a company? Here’s a framework drawn from a compilation of ideas from different sources like investment notes, Twitter threads, podcasts, blog posts, and my experiences. Not all steps are necessary for all businesses, but going through this checklist will generally ensure you are well placed to make the investment decision.