Investing Criteria

Rational assessment of businesses.
company is a cash-generating, industry-dominating, wealth-creating powerhouse — what we call a Rule Maker.
Directions:
We’ve identified 11 general attributes of Rule-Making companies. Part 1 covers five qualitative aspects of a business. For each of these, the scoring is simple — 1 point if the attribute is met, 0 points if it’s not. Part 2 covers six financial criteria. Since these are more objective, each is worth 2 points if met, 0 points if not. Altogether, that’s 17 possible points. Got it? If so, pick a company to analyze and let’s get started!
*Note* Rule Maker analysis is primarily for companies with at least $1 Billion in annual sales.
Part 1: Evaluating the Biz — Answer honestly! It’s either 100% yes, or else no.
1) Dominant Brand — Is the company the standout category king within its industry?
2) Repeat Purchases — Do customers return for purchase at least once a month?
3) Convenience — Within its industry, is the company’s product/service accessibility and convenience the best?
4) Expanding Possibilities — Can you answer “yes” to the following two questions?
a) Do your friends know about and use the product/service?
b) Is worldwide expansion believable for their stuff?
5) Your Familiarity & Interest — Are you a user of the company’s products or at least very familiar with them?
Part 2: Company Financials — Fill in the cells outlined in blue. The spreadsheet will crunch the numbers.
*Important Note* — When evaluating quarterly (10-Q) results, use the year-to-date income statement data.
For example, if a company is 3/4 of the way through its fiscal year, use the full 9 months of info.
10Q Report
quote.fool.com

Similar Posts

  • Social Media Marketing

    https://victoromark.com/social-media-marketing/https://www.youtube.com/watch?time_continue=2&v=vbMQcjG_ILohttps://www.youtube.com/watch?v=owT_ILSMSt8https://www.youtube.com/watch?v=O1utFYvMiZIhttps://www.youtube.com/watch?v=bdx6DRflpyAhttps://www.youtube.com/watch?v=b-1aPptrBf0https://www.youtube.com/watch?v=GqlHbySigTkhttps://www.youtube.com/watch?v=Nsajb6JUYk8https://www.youtube.com/watch?v=ZmYYcuaMkYUhttps://www.youtube.com/watch?v=E1QqEttdaoUhttps://www.youtube.com/watch?v=UebQLXbTFushttps://www.youtube.com/watch?v=rwVBmnBvWK8https://www.youtube.com/watch?v=FtRli0fjwR0&amphttps://www.youtube.com/watch?v=xNJZHiZKvCI https://fpdl.vimeocdn.com/vimeo-prod-skyfire-std-us/01/4634/11/298170998/1136970361.mp4?token=1544147275-0x492cba16cad1e068b6ef850b069c92e6aade79df https://blog.maxbounty.com/2018/10/24/affiliate-marketing-angles-guide/ https://boulder.craigslist.org/web/6765424210.html Hey there, We are a mission-driven company delivering online relationship and self-development education. You are someone who can do anything technical within a business like this… – build landing pages– create funnels– hook up automations– track with Google Analytics– check every link is pointing where it should be– create and monitor…

  • Data Analyst

    Associate Data Analyst Job Description Job Title: Associate Data Analyst Location: Reston, VA Start Date: January 2019 About This Role: Comscore is seeking an Associate Data Analyst in Reston VA for the Custom Analytics team that will support the Financial Services vertical and organizational goals by providing industry knowledge and analytical thinking.Working as part of…