How long does it take you to initiate on a name/generate a thesis?
Interested to hear responses. Does it typically take a few days, week, months for you to generate a typical investment thesis on a new name? So the process of initially screening (or being assigned a company) all the way through building a model/forecast and pitching/writing up/coming up with your conclusion. I'm just about to start at a small fundamental long-only MF and looking to hear from others in the industry.
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