@ccf and thanks for your mentions. so not that it comes across wrong, but i'm definitely also a friend of the numbers đ€ insofar i also analyze the companies in my portfolio very closely based on the financial releases. besides the quantitative analysis (meaning everything that is measurable) i still want to do a qualitative analysis as well. For me, this is above all really understanding the business model, moats, brands and patents. But of course the two also go hand in hand and can never be considered in isolation.
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@RealMichaelScott Was of course only meant as a joke ;-) With me, yes, only the order is reversed. Qualitative analysis then follows in part 2 :D
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