A helpful mental model when analysing a company

Long_Equity
01-17

Here’s a helpful mental model. When analysing a company, consider where its product/service fits in its customer’s income statement.

I personally target essential spending, ideally related to OPEX and maintenance CAPEX.

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There are more essential software categories or only Cybersec

Office software (eg Microsoft $Microsoft(MSFT)$ ), payroll (ADP $Automatic Data Processing Inc(ADP)$ ), accounting (Intuit $Intuit(INTU)$ ), work force management (ATOSS $Atossa Genetics(ATOS)$ ), enterprise (SAP $SAP SE(SAP)$ , Oracle $Oracle(ORCL)$).

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  • LEESIMON
    ·01-19
    🩷Good
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  • VivianChua
    ·01-17
    Nice 💚💚💚
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