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small cap
market cap <2Billions 300M> Yield
Earning / sales growth >2!
net pro"it margin >#!
cash "low >$0
insider ownership >10!
dail% trade >1M <2M
share price >$#
relati&e strengh >'0!
sales >00M
entreprise &al(e/EB)*+,
+i&idend
Focus on good
businesses
What kind of margins and
economic returns does the
company make in its
business? How can these
items be increased in the
future?
What kind of margins and
economic returns do the
company's competitors
make? If there are
differences, what are the
reasons for these
differences?
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Are there more or less
competitors in the
industry today than there
were three years ago? In
the future, will there be
more or less competitors?
How fast is the industry
growing, either in unit or
revenue terms? Can the
industry's growth rate be
epected to accelerate or
decelerate in the future?
Has anyone in the
industry been ac!uired
within the past year? If so,
who did the buying and
what was the purchase
price?
Focus on good
companies
Is the company gaining
market share faster than
its competitors? Why?
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How much money has the
company spent in the last
year to grow its business?
Is it the lowest"cost
operator in its industry?
#oes the company have a
technological advantage?
Is this advantage
sustainable or could it be
lost somehow to
competitors?
Can the company raise the
prices of its products? Is it
the firm that $sets$ prices
in the industry, or does it
react to the price changes
of its competitors?
What would a competitor
need to do in order to
steal business away from
the company?
Focus on good
management
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Are management's
interests aligned with
shareholders' interests?
How is management paid
or incentivi%ed?
What are the areas that
eecutives focus on day"
to"day? What are the
C&''s main
responsibilities and
interest areas?
Has management been
buying stock or selling
stock lately?
Where has management
invested the company's
free cash flow in the past
three years? How have
those decisions improved
the company? Will free
cash flows in the future be
directed to the same areas
or to different areas?
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What do competitors,
customers, and suppliers
say about the company's
management? #o they
have similar or conflicting
views of the company?
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di&idend %ield cap micro cap
<10! >! <300M
>$0
>10!
<#
>$0
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Sheet2
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