Our team does serious work on the names we own, summarized briefly here. Quantitative screening is great, but we see it as a first step, mostly to eliminate companies we won’t consider no matter the “value”.
We’re sharing an example of one research report below, to share the depth we take our analysis:
Chemed Research Report, June 2020
We’re happy to discuss in more detail the decision process and names we cover, just email us at [email protected] with any requests.
