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.

Locate and interpret relevant information in annual reports, investor presentations, earnings materials, regulatory filings, and credit-rating reports.

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

Break a broad company or market question into answerable subquestions using a research tree.

Create a research plan that specifies required evidence, target sources, metrics, analytical methods, outputs, and stopping criteria.

Calculate and interpret percentage change, CAGR, margins, market share, concentration, and indexed growth without common denominator or period errors.

Benchmark companies using peer medians, quartiles, dispersion, and outlier analysis.

Distinguish verified observations, calculated estimates, interpretations, causal claims, and unsupported opinions in business research.

Choose an appropriate chart for a business question and encode scales, units, comparisons, labels, and sources accurately.