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The Large-Cap Portfolio, + Web site: Value Investing and the Hidden Opportunity in Big Company Stocks by Thomas Villalta

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CHAPTER 8

Identifying Large-Cap Stock Opportunities and Optimizing Research Processes

This chapter and the next will focus on how to identify and analyze large-capitalization stocks. While Chapter 9 will examine what I believe is the most important element of individual security analysis, short-term growth estimates, this chapter is more concerned with the “front” of the process. The front of the process is primarily focused on identifying candidates for further research and structuring an organization in order to avoid insidious behavioral errors.

At the start, we are most concerned with three factors:

1. Identifying opportunities and avoiding pitfalls

2. Maintaining a disciplined process

3. Winnowing a universe down to a smaller number

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