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Understanding Value Added Research: Key Factors in Stock Evaluation

This presentation, held on January 29, 2002, delves into the essentials of value added research (VAR) in stock evaluation. It evaluates critical components such as management reputation, product understanding, and sustainable competitive advantages. The presentation offers insights on financial assessments, including revenue and cash flow, along with strategies for effective research. Attendees learn to be creative, triangulate data, and adopt contrarian approaches to gain insights and identify potential investment opportunities.

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Understanding Value Added Research: Key Factors in Stock Evaluation

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  1. Tim Schenk tim@blueridgelp.com Amanda Richardson amanda@blueridgelp.com Value Added Research MII Presentation January 29, 2002

  2. What Makes a Stock • Management • Reputation, experience, history • Product • Understand the product and its use • Sustainable Competitive Advantage: The Moat • Buyers, suppliers, substitutes, new entrants • Financials • Revenue, cash flow, valuation MII Presentation January 29, 2002

  3. What is VAR • Value added research • Research to help you understand the company, its “moat”, and the future of the company • Look at the four components of a stock as places to do research and get “an edge” MII Presentation January 29, 2002

  4. How Do You Do It • Be creative • Triangulate • Take a contrarian approach • Don’t listen to noise • Talk to people • Look backward at the story • Good product vs. good business model MII Presentation January 29, 2002

  5. Examples Short OPMR and Long PZZA MII Presentation January 29, 2002

  6. Where To Get Ideas • A product you like • Somewhere friends work • A profit-proof business • Wall Street’s most loved and most hated • An interesting news story MII Presentation January 29, 2002

  7. Tim Schenk tim@blueridgelp.com Amanda Richardson amanda@blueridgelp.com Value Added Research MII Presentation January 29, 2002

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