We think of ourselves as business analysts first and begin with identifying the value proposition of the product or service being offered by the company.
Great products will ultimately lead to a great company, not visa-versa.
Great products or services are identified by their superior value proposition.
The strength of that value proposition is what determines the life cycle of the product, and therefore, the earnings growth potential of the company.
If identified early in their growth phases, these companies have the opportunity to substantially outperform expectations.