Basic valuation metrics trends: (Long term)
1) Revenue, GP, NP, GP and NP margins
2) Segments R, GP, NP and margins
3) Debt level, ROE, ROA, FCF
Quarter to quarter:
1) Inventory turnover
2) Receivables size(relative to revenue) and turnover
Business model:
1) Any sustainable moats (Leadership position/ brandname)
2) Key staff turnover and remuneration (Red flags, remuneration increase when profits is falling)
3) Industry your cycle of competence. Understanding the tracking of property prices, calculation of RNAV, etc
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