The Why engine
Every important conclusion should survive: why, why now, compared with what, supporting evidence, contradicting evidence, what changed, what could change, what would invalidate, how confident, when was the data updated.
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Every important conclusion should survive: why, why now, compared with what, supporting evidence, contradicting evidence, what changed, what could change, what would invalidate, how confident, when was the data updated.
Quality, growth, value, momentum, financial strength, earnings quality, governance, ownership, catalyst and risk are separate. Weights belong to you.
Satellite 5–20 trading days and Core 1–3 years are different targets. Do not use a satellite view as a core compounding thesis.
If an answer cannot be attacked, it is not decision-grade. Use the contrarian pass before you act anywhere else.