Toolkit
Four tools to print
Each tool covers part of the 6-step process — a desk-ready PDF, unlocked by email.
PDF · 1 page
The 5-minute quick test
Yes/No form for step 1 — decides whether a deeper analysis is worthwhile at all.
- Current report publicly accessible? Yes / No
- Continuous trading volume? Yes / No
- Stable market segment? Yes / No
- At least one full financial year? Yes / No
- Reachable IR contact? Yes / No
- Market cap so small that small orders move the price? Yes / No
PDF · 1 page
Stop-or-go & red-flag scan
The seven hard exclusion criteria from step 2 to check off.
- Going-concern qualification
- Unexplained auditor change
- Repeated capital increases without progress
- Ongoing investigation / lawsuit
- Announced delisting
- Frequent management changes
- Mismatch between market cap and business
PDF · 1 page
Financial traffic-light bands
Green/yellow/red table for the six metrics from step 3.
- Equity ratio
- Net debt / EBITDA
- Free-cash-flow margin
- EBIT margin
- Interest coverage
- Working-capital trend
PDF · 2 pages
Process checklist + terms
All six process steps plus a mini-glossary of the twelve most important terms.
Free · by email
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