Now that we are “experts” in our company’s operations, products, offerings, management, etc., we can now get into probably the most challenging piece: analyzing the financial statements. Now, I have to keep this section relatively brief as you could write an entire college textbook on this section. Given that, I will keep this quite high … Read more
Now that you have a greater sense for the industry your company operates in, it’s time to finally take that deep dive into the company itself you’ve been dying for. For the company analysis, we want to not even look at financials yet, that’s for the next step. The purpose of this step is to … Read more
Now that we’ve passed our first reflection point, it’s time to start digging in and doing some real due diligence on your company. Note, Steps 2 and 3 (industry and company analysis) should really be done in unison. What do I mean by that? You should start by briefly researching your company’s products/offerings just to … Read more
So, you’ve made it through Step 1, now it’s time to take a step back and think about that company you’ve been running through my gauntlet. Since Step 0 is more like general guidelines, we need to reflect back on Step 1. Did your company make the list of any of the blacklisted types of … Read more
Now that we’ve laid some groundwork, we now need to get into a rather controversial (to some) part of my method. There are certain companies that I will not touch, I won’t even consider them. Period. My analysis method is 100% not applicable to these companies. So, if any of these are your favorite company … Read more
Welcome along to the journey of learning how to analyze a microcap company! This step, a very important one, will be a listing of some key ground rules for the entire process. Many of these are my personal opinion and things I’ve picked up over the years that I’ve learned to follow. These aren’t hard … Read more
If you’re reading this, you’ve just started on my article series on how to analyze a microcap stock! This introduction article will provide you with a brief introduction to the series and give you a sense of my method for analyzing any microcap stock. I’ve broken my series into different steps, so we’ll go through … Read more
