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Putting It All Together: A Complete Analysis

Let's walk through analyzing a stock page step by step, combining everything you've learned.

The 5-Minute Analysis Framework

Step 1: Header Check (30 seconds)

  • Confirm correct ticker and company
  • Note market cap (size)
  • Check sector/industry
  • Glance at price change (context only)

Step 2: Score Card Review (1 minute)

  • Check Final Score (above 60?)
  • Scan all four pillars
  • Note any scores below 50
  • Read the signal (BUY/HOLD/SELL)

Step 3: Sector Ranking (30 seconds)

  • Check rank within sector
  • Check rank within industry
  • Compare to sector average

Step 4: AI Thesis Skim (2 minutes)

  • Read Business & Moat summary
  • Check Valuation conclusion
  • Always read Risks section

Step 5: Decision Point (1 minute)

  • Worth deeper research?
  • Add to watchlist?
  • Pass and move on?

The Job Interview

Analyzing a stock is like interviewing a job candidate:

  1. Resume check (header, basic info)
  2. Skills assessment (scores)
  3. Reference check (rankings vs. peers)
  4. Deep conversation (AI thesis)
  5. Hiring decision (invest or pass)

You wouldn't hire based on resume alone. Same with stocks.

Example: Complete Analysis

Let's analyze a hypothetical stock:

Header

XYZ Corp (XYZ)                    Technology | Software
$85.42  ▲ +1.23 (+1.46%)         Market Cap: $45B

Quick take: Mid-large cap software company. Good size, liquid.

Score Card

Final Score: 74 - BUY
Valuation: 71 (Undervalued)
Quality: 82 (Excellent)
Growth: 68 (Good)
Health: 76 (Healthy)

Quick take: Strong across all pillars. Quality is standout. No red flags.

Sector Ranking

Technology Sector: #28 of 412 (Top 7%)
Software Industry: #8 of 85 (Top 10%)

Quick take: Among the best in both sector and industry.

AI Thesis Highlights

  • Business: Leading enterprise software with 90% recurring revenue
  • Moat: High switching costs, strong customer retention
  • Valuation: Trading at discount to peers despite better margins
  • Risks: Competition from larger players, economic sensitivity

Quick take: Quality business, reasonable price, manageable risks.

Decision

✅ Worth deeper research. Add to watchlist for further investigation.

Key Takeaways

  • Use a systematic approach for every stock
  • Don't skip any step—each provides unique insight
  • Look for consistency across all elements
  • Make a clear decision: research more, watchlist, or pass

Red Flag Patterns

Pattern 1: Score Mismatch

  • High Final Score but one pillar below 40
  • Action: Investigate the weak pillar

Pattern 2: Ranking Disconnect

  • High score but low sector rank
  • Action: Sector might be overvalued overall

Pattern 3: Thesis Contradiction

  • Scores look good but thesis highlights concerns
  • Action: Read thesis carefully, may be recent developments

Pattern 4: Too Good to Be True

  • All scores 80+, top rankings
  • Action: What's the catch? Dig deeper.

Green Flag Patterns

Pattern 1: Consistent Strength

  • All pillars 60+, no weak spots
  • Action: Strong candidate

Pattern 2: Quality at Value

  • High Quality (75+) with High Valuation (70+)
  • Action: Potential sweet spot

Pattern 3: Improving Trajectory

  • Scores improving over time
  • Action: Early recognition opportunity

Pattern 4: Overlooked Gem

  • High industry rank, lower sector visibility
  • Action: May be under-followed

The Checklist

Before investing, confirm:

  • Understand the business
  • Scores are acceptable (60+ preferred)
  • No major red flags in any pillar
  • Rankings support the thesis
  • Risks are understood and acceptable
  • Fits your portfolio strategy

After the Analysis

If Interested:

  1. Add to watchlist
  2. Do additional research (news, filings)
  3. Compare to 2-3 alternatives
  4. Decide on position size
  5. Determine entry strategy

If Passing:

  1. Note why you passed
  2. Set alert if conditions change
  3. Move to next candidate

If Unsure:

  1. What information would help?
  2. Set reminder to revisit
  3. Don't force a decision

Analysis Traps

  • Rushing through the process
  • Ignoring red flags because you like the company
  • Not reading the Risks section
  • Making decisions without completing all steps

Congratulations! You've completed Module 9. You now know how to read and analyze any stock page on ShareValue.ai.

Next Module: Using Leaderboards—finding opportunities efficiently.

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