|Weekly investment meeting, the main platform for the:
- Discussion of investment ideas
- Setting of research priorities
- Review of research findings
Key documents are produced for internal use in order to keep work focused and transparent:
The master list contains all investee companies plus an equal number of monitored companies. The master list also provides the earnings estimates for each company.
A stock note is produced for each company that is owned. It provides basic financial information and our valuation. The stock note also contains following sections: company description, investment case and review.
A stock journal is kept for each company that is followed.