Hi guys,
I was wondering what is your approach to assessing a company from a qualitative standpoint short of calling the company directly, e.g. its industry, competitors, structural specifics of the business, its management, pricing power, cyclicality.
As an example, I was reading a Form 10 issued by Brunswick Corporation in regard of its fitness equipment division spinoff. The entire industry of commercial fitness equipment is estimated to be as small as 3 billions dolls, so there is not much information online regarding the industry specifics. Those researches that I stumbled upon cost north of 4000 USD, which I am obviously not going to pay.