Field notes
Field notes
Practical notes on screening frames, watchlist hygiene, and the decisions behind keep-or-cut calls.
Short articles for investors and advisers who maintain equity lists — written from the desk, not from a marketing calendar.
Keep, deepen, or remove: writing classifications clients can use
Ambiguous language protects the writer and burdens the reader. Screening notes should force a usable call.
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When concentration hides inside tidy sector labels
Sector buckets can look balanced while a handful of names drive most of the active risk.
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Watchlist hygiene: why old ideas linger
Names stay on boards long after the original reason faded. A simple thesis refresh catches most of them.
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Building a screening frame before you open the filings
Agree the bar first. Otherwise every borderline equity becomes a negotiation about taste.
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