Investment Case Study Portfolio

Create and configure a public GitHub repository with a clear name, description, license, and publication-safe settings.

Formulate a decision-oriented research question for a company, sector, or transaction case study.

Define the intended interview audience, deliverables, and completion criteria for a portfolio project.

Create a monorepo architecture with a portfolio index, shared tools and templates, and a self-contained folder for each company's sources, data, models, reports, and presentations.

Build a source register that records URLs, publication dates, access dates, claims supported, and reliability notes.

Evaluate whether a public source is sufficiently credible and current for an investment or consulting claim.

Use generative AI for research and drafting while preserving an auditable trail of sources, calculations, and human verification.