Equity Reports

Reading a business the way a buyer would.

Company analyses I write as practice. Every one follows the same six sections, so the thinking is comparable across names rather than shaped to fit the conclusion.

The structure

A fixed template is the point. It forces the same questions at every name, makes two reports directly comparable, and keeps me from writing a narrative backwards from a view I already hold. Nothing here carries a price target or a buy/sell call — the last section asks what would have to be true instead, which is the question that actually has to be answered before a deal or a position.

01

The Business

What it sells, to whom, and where the money actually comes from — segment by segment.

02

The Numbers

Revenue, margin, cash conversion and balance-sheet structure over several years, from the filings.

03

Value Drivers

The handful of variables that move the outcome, and the evidence for each.

04

Risks

What breaks the case — concentration, cyclicality, regulation, leverage, succession.

05

What Would Have to Be True

The conditions the current price appears to assume, stated plainly enough to be checked later.

06

Limitations

What the analysis does not cover and where it could be wrong. Always present, never trimmed.

Reports

0 published

The first reports are being written. This page goes live once there are enough of them to be worth reading side by side.

Disclaimer

These reports are written as an analytical exercise and as a record of my own thinking. They are not investment advice, not a recommendation to buy or sell any security, and not research prepared under any regulatory standard. They contain no price targets and no ratings.

Everything is based on publicly available information — annual reports, filings and company disclosures — as of the date the report was written, and is not updated afterwards. I may hold a position in a company I write about; where that is the case it is stated in that report's limitations section. Do your own work before acting on anything here.