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At TO look at NAV & Market Price
turns
10-12 pages long memo…
1- Start with thesis
2- Provide a summary of this company (1-3 pages)
3- Summarize for me the NAV, the math and what we did (1-3 pages)
4- Drivers to our thesis (1-3 pages) what is going to drive this up
and down..
.. Pick 3 and explain in depth
5- Close with the exact same thing we open with
6- Charts, graphs only if relevant
7-
End
Month o
Month o
D.
Detailed
Month 12
Things that drive it: half are idternal to company and half are external to the company… focus on the external … moving more into risk on mode, hold something that is less liquid
Looking at dividen yield: DY = Dividen aan basis/ Stock PX
Detailed
Month 12
What is tax selling? And how does that work into capital gains)
Too Tired? Too Anxious? Need More Time? We’ve got your back.