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Step 3 - A checklist of where to start

  • mattandbecpress
  • Mar 30, 2023
  • 1 min read


I finally have gotten around to starting step 3 today - way behind others in our group, but ahead of some others I'm sure (I jumped ahead to step 4 first, I am way more comfortable with spreadsheets than writing KCQ's).


I have been feeling a little overwhelmed and unsure of where to start, so broke it down into manageable steps:

  • Find Company

  • Find Annual Reports

  • Save Annual Reports

  • Read Latest Annual Report - Note down key concepts and questions - Identify areas difficult to understand - Areas that seem most important of critical - Key Challenges of the firm - How successful the firm is at overcoming the challenges - It's apparent strategy

  • Discuss with others

  • Are I happy with the firm or would I have preferred a different one?

  • Any Concerns

  • Find useful news articles, blogs and videos

  • Comment on other student's blogs

  • Discuss how discussing with others helped or didn't help.

  • Studiosity

  • 3 Favourite blogs


 
 
 

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