Course Module 113: Writing an Investment Thesis

Discover a checklist-based approach to equity analysis using a bottom-up strategy focused on the company's current wealth and the stock price's present value.

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Summary

• Discover QVI’s checklist-based approach to equity analysis using a bottom-up strategy focused on the company’s current wealth and the stock price’s present value.

• Using this investment thesis template, the 41 holdings of QVI combined portfolios have collectively outperformed the broader market by 6,037 basis poin…