Annual report consultation

ARC online discussion service

The Annual Report Consultation (ARC) is a one-on-one online annual report consultation service that focuses on a company's business model, products, and services, as published in the latest publicly available annual report of a listed company.

The first of the Four Golden Rules of Value Investing stipulates that investors learn to evaluate the company through products, services, and business models before considering share price valuation.

Buy this service

The Annual Report Consultation (ARC) topics discussed will be based on the DCC and FTV frameworks. The ARC is a one-hour, one-on-one discussion service with the author of the Maple Arbor - Progressive Value Investing book. The ARC discussion doesn't involve the company's financials in the annual report. The ARC discussion will be on the following topics:
  • Overview of business models.
  • Overview of products and services.
  • Brand trust and value.
Product name:
Annual Report Consultation (ARC)
Product SKU:
GWEDU-D2C2I7
Price*:
₹6,999.00 — Buy Now

*Price is exclusive of all taxes. GST is not applicable for orders outside India. International payments are accepted only through PayPal.

ARC how it works

The ARC helps investors understand the annual report in relation to the company's business models and consumers' potential acceptance of existing and future products and services. To learn more about the ARC approach, please refer to the DCC and FTV frameworks.

  1. The customer needs to provide the listed company name for the ARC consultation.
  2. Available online consultation time slots will be shared with the customer via email.
  3. The customer can choose the preferred ARC consultation time slot.
  4. The consultation will be with the author of the book Progressive Value Investing.

To know more about investing in the capital markets and Principles of Progressive Value Investing, Click here, Maple Arbor - Progressive Value Investing.

Buy the Progressive Value Investing book on the Amazon website.

Disclaimer: The ARC is neither investment advice nor research analysis. The discussion on the stock price valuation is outside the scope of the ARC consultation.

DCC framework

The ideal value business must satisfy the DCC principles. We define the DCC (Distinctive, Competitive, and Cost-effective) framework as follows:

  • Distinctive (D): The company's product or service must be distinguishable from existing products and services in the marketplace.
  • Competitive (C): The products must have a competitive edge in terms of functionality, design, and quality.
  • Cost-effective (C): Must incur lower capital expenditure, working capital requirements, and inventory expenses.

FTV framework

The company's products must satisfy the FTV principles to be invariably relevant among consumers over a long period. We define the FTV (Focus, Trust, and Value) framework as follows:

  • Focus (F): Meticulous focus on product functionality, usage, and simplistic design.
  • Trust (T): A conscious effort towards quality, elegance, and support that builds long-term consumers' trust, confidence, and brand loyalt.
  • Value (V): Products are reasonably priced, creating immense value for repeat consumers.

About the author

CHETAN LEE is a software engineer and a progressive value investor. He holds a bachelor of engineering degree in Electrical and Electronics Engineering (EEE) and co-founded Global Webdynamics, a software engineering firm.

He likes developing applications using C, C++, and SQLite. He writes technical articles on FreeBSD systems installation, development, and maintenance for the software services website Done Booting, and writes personal finance and investment articles for the education services website Maple Arbor.

When studying engineering, he started showing interest in the stock market. After participating in the equity market for a considerable period, he learned the benefits of value investing.

His passion for long-term value investing grew because of its profound impact on the return on investment, and he decided to develop value investing models known as Progressive Value Investing principles.

Author disclaimer: The author recommends that investors make informed investment decisions based on thorough research and analysis, or by consulting with stock exchange regulator-certified investment advisors.

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