Thanks! I recreated parts of it, for some of the names that I was researching to buy. It sure gives me a much stronger structure to assess my thesis. I tried to also rate stocks on Valuation (Enterprise Val/ Revenues NTM) and Growth Potential (Next 3yr CAGR). Could you review and share your comments pls!
You've obviously pulled in a ton of info. I really like the dashboard look of the first page. The whole point is to organize the info in a way that lets you stay on top of your companies and quickly grab whatever info you need if a decision comes up. Looks to me like you nailed it.
I attended the summit and found your session to be the most practical and with real life examples. Great job done by you...Keep up the good work!!!
Thanks! I recreated parts of it, for some of the names that I was researching to buy. It sure gives me a much stronger structure to assess my thesis. I tried to also rate stocks on Valuation (Enterprise Val/ Revenues NTM) and Growth Potential (Next 3yr CAGR). Could you review and share your comments pls!
Link: https://docs.google.com/spreadsheets/d/1o5rzPB2PljLutt16xN_QLGQF04zC79dPMpReb15p550/edit?usp=sharing
Those look great!
You've obviously pulled in a ton of info. I really like the dashboard look of the first page. The whole point is to organize the info in a way that lets you stay on top of your companies and quickly grab whatever info you need if a decision comes up. Looks to me like you nailed it.