For a 100+ pages CIM and a tight time constraint of 30 - 60mins, how does one cut through all the BS, understand the business model and, extract only the relevant information to making an investment analysis?
What are good tips to share for budding analysts?
This gets easier over time and once you get to know a specific industry. You can start look at a few critical KPIs and figure out if the fundamentals are there and if the asset fits into your thesis.
I have no clue how generalists pick it up, guessing raw reps.
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