- Aggregate notes from McKinsey “Valuation” (topics on revenue growth and ROIC)
- Finish and aggregate notes on One Up on Wall Street
- reference how memories are formed
- Reference learning styles
- reference neural correlates of emotional states (mainly, update investing model is a via Maslow)
Monthly Archives: May 2016
Screen: Earnings Growth and Price Depression
Finding companies with strong earnings growth at depressed prices:
- track 5-10 year EPS CAGR
- pull price metric (% of 52 week or ev/EBIT)