Saturday, September 15, 2007

Systematic Analysis: Comprehensive Analysis Summary

The penultimate step in our systematic analysis is our Comprehensive Analysis Summary.

We have looked at the potential investment from several different angles, and now it's time to put it all together in a summary that can be referred to when making the decision. As a formal write up, this comprehensive report should only include the most significant items from each of the areas. Rating each item of the report in order of significance can be useful. Use high numbers for the most significant and low numbers for insignificance. Include only those concerns ranked as most risky from each area in the report. Placing a red or green flag next to the most important item will draw attention to those parts immediately. This is intended as a summary of the analysis.

The report will then be forwarded to the decision maker and be used in the final step: The Financial Analysis Decision.

Previous posts in the series:
  • Systematic and Consistent Financial Analysis Decisions
  • Systematic Analysis: The Purpose Of The Financial Analysis
  • Systematic Analysis: The Corporate Overview
  • Systematic Analysis: Quantitative Analysis
  • Systematic Analysis: Indepth Accounting




  • I would like to remind you to visit the website of Gary Giroux, a very knowledgeable author in financial analysis: www.wiley.com/college/giroux.
    Much of the material in this series of blog entries contains wisdom borrowed from his book "Financial Analysis: A User Approach"



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