Appendix B. Analysis Scorecards

The value and growth analyses 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, for ease of photocopying, at the end of the appendix.

A single analysis step could involve multiple scorecard tests. For instance, Scorecard Step 4, Industry Analysis, includes two tests described in the corresponding analysis chapter: Industry Growth, and Industry Concentration. The scorecard tests award points for desirable characteristics and vice versa. Each test is worth a single point, but some tests can add or subtract the point, while others can only add points, and still others can only deduct a point. ...

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