30frameworks
Quality
Showing 1–30 of 30
001→002→003→004→005→006→007→008→009→010→011→012→013→014→015→016→017→018→019→020→021→022→023→024→025→026→027→028→029→030→
The 2x4 Test (Does It Blow You Away?)
A great business hits you in the head with a 2x4 — usually because one input in the equation is free or anomalous.
The Competitor-Tell Question
Ask a company's leadership which competitor they'd invest in if not their own — and which they'd short.
Septic Territory Diligence Framework
Three public data sources let you model a septic market before spending a dollar on entry
Geography-First Acquisition Filter
Score market geography before evaluating any business-specific metrics in a service acquisition
Recurring Revenue Stability ScoreIn-depth
Quantify recurring vs. reoccurring revenue split before any acquisition decision
Front-Loaded vs. Ongoing Franchise Value FrameworkIn-depth
Reveal whether a franchise fee buys you a launch pad or a lasting competitive edge.
Zoning-First Acquisition Scouting
Identify rare compliant real estate first, then evaluate the business sitting on it
Working Capital Surplus Deal Structure
Negotiate acquisition working capital that exceeds your equity injection for a net-positive day-one cash position
Thin-Team Talent Continuity AssessmentIn-depth
Map every role in a small acquisition target to know exactly where human capital risk can crater your business
Supplier Veto Leverage in Distributor Acquisitions
Use third-party approval requirements to negotiate aggressively on price and structure when buying a distributorship
Normalized Floor SDE Method
Underwrite variable-revenue businesses to their stabilized earnings floor, not peak years
"What Are They Bringing to the Table?"
Before any partnership, acquisition, or brand deal, force both sides to name what they actually add — if you can't answer it for them, walk.
Trade-Transparency Manager Due DiligenceIn-depth
Uncover serial good decision-makers by watching how PMs trade—not just monthly snapshots.
The Visionary Credibility Audit
Judge high-conviction operators by their mechanisms, not their magnitude
ESG Accountability Test
Two clicks to verify a sustainability claim — if you need more, they don't mean it
Skeptic-Investor Anti-Fan-Club RuleIn-depth
If you can't articulate the major risks, you're in a fan club, not an investment.
Bottom-Up Valuation ModelIn-depth
Value a business line by line so forecast errors cancel instead of compound.
Novelty Scam PatternIn-depth
New technology + rapid change = fertile ground for old scams in new wrappers.
Fundamental Research SequenceIn-depth
Understand the business first, value it last.
DeFi Protocol Red Flag Detection ChecklistIn-depth
Spot self-referential collateral schemes in DeFi before they collapse and take your funds.
Fisher's Fifteen Points and Scuttlebutt Method
Find outstanding growth stocks by investigating what competitors, customers, and suppliers really think
The Provenance Authentication Framework
Verify the true origin of any claim, artifact, or idea by tracing evidence chains rather than trusting attribution
Due Diligence FrameworkIn-depth
Prepare your company like a Boy Scout before hitting the fundraising trail so that nothing slows down or kills your deal
The Law of Compulsive BehaviorIn-depth
Determine character strength by looking past reputation to deep behavioral patterns
Nothing Happens Without a Reason Framework
Understand the Underlying Reasons
Three-Stage Process Framework
Understand, Identify, Spark
10 Investing Rules
Guidelines for informed investing
Flammable Items Analysis
Identify potential risks
Owner Earnings Analysis
Evaluate businesses by their true earning power, not by Wall Street's reported numbers
The Seven Questions Framework
Validate your venture against seven critical dimensions before building