Dan,Simple. Build an operating model from scratch. Do whatever due diligence it takes to get comfortable with the model. I like to look at least 3 years back and a couple years (3-5) forward to test assumptions.Not-as-Simple. Incorporate b/s items to better reflect potential capital raises/cash flow issues. Likely more critical for growing small caps that aren't profitable!Valuation will be driven off the model.Matthew(This is for a investing on a specific idea/thesis like rjf53 mentioned. This isn't how my large cap holdings were picked which uses top-down based factors.)
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