A few things you might not think about when researching companies:
- Look at the recruitment section and scan the job descriptions and location of positions.
- The CEO might be tweeting, or other staff, (especially in their research department), or subsidiaries of the company.
- Other investors’ tweets regarding the company and go back in time as far as possible.
- How well is it covered by analysts, which analysts?
- Patents, building/factory plots and other ‘things’ in application/development.
- Glassdoor review of current employees, with a pinch of salt of course.
- Follow specialist sites on ‘boring’ subjects like packaging, sensors, data centres, construction, plastic, etc.
- Be aware of where the bulk of the business is coming from, domestic or international, high-risk countries, single customer.
- Be aware of where the bulk of the risk is coming from, disruptive technology, waning fad, expiring patents, inept CEO.
- Who are their current and future competitors, and how easy is it to replicate the business (barriers to entry)?
- Look out for the word “challenging” in any past company reports or CEO’s comments, conference calls and question why.