Equity Research Reports

by | Sep 25, 2020 | Equity Research, Research Reports

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.

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