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Value Added Research

Tim Schenk tim@blueridgelp.com Amanda Richardson amanda@blueridgelp.com. Value Added Research. What Makes a Stock. Management Reputation, experience, history Product Understand the product and its use Sustainable Competitive Advantage: The Moat

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Value Added Research

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  1. Tim Schenk tim@blueridgelp.com Amanda Richardson amanda@blueridgelp.com Value Added Research MII Presentation January 29, 2002

  2. What Makes a Stock • Management • Reputation, experience, history • Product • Understand the product and its use • Sustainable Competitive Advantage: The Moat • Buyers, suppliers, substitutes, new entrants • Financials • Revenue, cash flow, valuation MII Presentation January 29, 2002

  3. What is VAR • Value added research • Research to help you understand the company, its “moat”, and the future of the company • Look at the four components of a stock as places to do research and get “an edge” MII Presentation January 29, 2002

  4. How Do You Do It • Be creative • Triangulate • Take a contrarian approach • Don’t listen to noise • Talk to people • Look backward at the story • Good product vs. good business model MII Presentation January 29, 2002

  5. Examples Short OPMR and Long PZZA MII Presentation January 29, 2002

  6. Where To Get Ideas • A product you like • Somewhere friends work • A profit-proof business • Wall Street’s most loved and most hated • An interesting news story MII Presentation January 29, 2002

  7. Tim Schenk tim@blueridgelp.com Amanda Richardson amanda@blueridgelp.com Value Added Research MII Presentation January 29, 2002

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