← All sixty

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.

TriageStage 2 Ten minutes. If it takes an hour, that is the finding.

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.