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    The company sells products to both business and individual customers globally. It makes money through sales and has a recognizable brand. The CEO is the founder and has a majority stake in the company. While currently profitable, profits have been declining recently. The stock price appears expensive compared to competitors in the sector, though the company has a strong brand advantage. There are risks of further profit declines, but the brand strength provides a "moat". Overall it is not a clear buy at current prices given the valuation and profit trends.

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    The company sells products to both business and individual customers globally. It makes money through sales and has a recognizable brand. The CEO is the founder and has a majority stake in the company. While currently profitable, profits have been declining recently. The stock price appears expensive compared to competitors in the sector, though the company has a strong brand advantage. There are risks of further profit declines, but the brand strength provides a "moat". Overall it is not a clear buy at current prices given the valuation and profit trends.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    5 views10 pages

    Template

    Uploaded by

    pehelb09
    The company sells products to both business and individual customers globally. It makes money through sales and has a recognizable brand. The CEO is the founder and has a majority stake in the company. While currently profitable, profits have been declining recently. The stock price appears expensive compared to competitors in the sector, though the company has a strong brand advantage. There are risks of further profit declines, but the brand strength provides a "moat". Overall it is not a clear buy at current prices given the valuation and profit trends.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Company overview
    • What does the company do?
    • What are the business segments?
    • How do they make money?

    Refer company website (About Us)


    Refer 10K filing (under SEC filing) for very detailed overview if you wish
    Business Model – How do they make money?
    • What does it sell?
    • Who are the customers?
    • Is it US based, or is it global?
    • Your opinion on brand awareness and competitive advantage (moat)

    Refer company website – About us, or company presentation (under


    investor relations)
    Refer 10k for extra details if you wish
    Management
    • Who is the CEO? Is he the founder as well?
    • Any other notable executives? COO
    • How is the management rated? CEO review and company review
    (Look at glassdoor.com or indeed.com)
    • How much shares do they have in company (Look at proxy
    filings ..search for “beneficial ownership”)
    • If you get a chance to hear him/her speak in a recent youtube video
    (not more than 6 months old), then include your opinion about
    him/her
    Income Statement
    • Look at yahoo finance under “Financials” -> Income Statement
    • Are they profitable? Is it trending better or worse? Form an opinion
    Valuation
    • Get Key metrics from
    Yahoo Finance like the
    picture on the right
    • Have a view on
    whether current stock
    price is cheap or
    expensive (look at
    sector ETFs in
    Appendix to compare
    other companies in
    the sector)
    Competitors
    • Name 2-3 competitors
    • How do they compare? Do they have any advantage?
    The bull and bear case
    • Bull - Why do you think this could be a good investment?
    • Bear - What are the things people need to be careful about?
    Your Summary
    • Would you recommend investing in this? Why?
    • Poll the audience to see if they agree or disagree
    Appendix – Sector ETFs for comparison
    ETF Ticker Industry P/E P/S
    IYE Energy - 1.86
    IYF Financials 16.35 2.96
    IYJ Industrials 30.38 2.71
    IYC Consumer Discretionary 29.82 1.63
    IDU Utilities 22.85 2.63
    IYK Consumer Staples 24.15 2.33
    IYM Basic Materials 28.39 2.6
    IYH Healthcare 27.93 2.17
    IYW Technology 32.78 6.41
    IYZ Telecommunication 13.02 2.04
    IYR Real Estate 34.92 7.04

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