Tear Sheets

The One Page Summary

 

Welcome to the Tear Sheets section—a gateway to concise, actionable equity research. Here, you’ll find one-page summaries of DCF-based analyses I’ve conducted across various industries, offering a snapshot of key financial metrics, valuation insights, and investment theses.

 

Designed for accessibility, these tear sheets distil complex investment research into a format that’s easy to digest, without compromising on depth. Each document mirrors the one-page summaries commonly included in professional equity research reports, making them an ideal starting point for deeper analysis or informed decision-making.

 

Whether you’re a seasoned investor or exploring opportunities, these tear sheets provide a quick and insightful overview of potential investment cases. Explore the precision and expertise behind every valuation.

      

     

Nintendo

Electronic Arts

Walt Disney Company

Amazon

Costco Wholesale

Warner Bros. Discovery

Netflix

Ubisoft

Walmart