← All sixty
Free
triage
Free
The ten-minute first pass. What the business is, how it makes money, what changed and whether it is priced, five kill questions, a nine-item red flag sweep, and a verdict.
Reach for it when
- Any time a name arrives and you do not know if it deserves your weekend
- On a position you already own and have never re-examined
- Someone pitched you something
- Needs first
- A ticker. A filing helps and is not required.
- Leaves behind
- theses/<TICKER>/triage.md with Go, Not yet, or No, a confidence, and the single fact that would flip it.
- Takes about
- Ten minutes. If it takes an hour, that is the finding.
- Will not
- Give a price target or a buy view at this depth, and it says so.