18. Analysis Scorecards

The value and growth analysis scorecards follow the same steps as the corresponding analysis chapters. Use the scorecards to document your conclusions while you are analyzing a candidate. You’ll find both in this chapter, suitable for photocopying.

A single analysis step could involve multiple scorecard entries. For instance, Scorecard Step 4, Industry Analysis, includes two tests described in Chapter 7: Industry Growth and Industry Concentration.

The scorecards award points for desirable characteristics and subtract them for undesirable characteristics. Each test is worth a single point. But some tests can add or subtract a point, others can only add a point, and still others can only deduct a point. Some tests can disqualify ...

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