Knowledge Hub
In-depth articles on the 5D Framework, each dimension, and how to apply systematic analysis.
The 5D Framework
Five dimensions that turn a scattered pile of numbers into one comparable view of a company.
7 min read
Dimension one: Quality
Margins, returns on capital and balance-sheet strength — how good the business is at being a business.
6 min read
Dimension two: Peers
A company only looks cheap or expensive next to the companies it competes with.
5 min read
Dimension three: Valuation
What you pay for the earnings, sales, book value and cash the business produces.
6 min read
Dimension four: Analysts
Coverage, the spread of ratings, and the gap between price and the published target.
4 min read
Dimension five: Holdings
Who owns the company: institutions, insiders, and how much of the float is sold short.
4 min read
Applying systematic analysis
Turning the framework into a repeatable routine: screen, rank, shortlist, review.
8 min read