Please join us Wednesday October 25th at 12:30pm ET for a lunch-hour call to review the ten new ideas from our 3Q17 idea generation process.
We will discuss:
- Our process for generating new ideas
- Our best new ideas from 3Q17 (with varying levels of depth)
- Best ways for clients to use this material
As a reminder, our process generally involves moving tickers from first-pass ‘Idea Hunt’ to ‘Bench’ to ‘Best Ideas’.
Specifically, each quarter we create a go-shop list of ideas. We dig just deep enough to get the idea to an initial long or short thesis. From there we choose several ideas that deserve deep-dive attention and add them to our ‘Bench’ and ‘Best Ideas List’ as appropriate.
We look forward to discussing our findings with you on the call: Wednesday October 25th at 12:30pm.