S&S Guide
The starting framework for understanding a company, its business model, industry structure, competitive position, and key risks.
- First company screen
- Business description
- Industry overview
- Qualitative research
Coming soon
Learning Hub
BSVI Research Guides
BSVI’s internal frameworks for moving from business understanding to financial analysis, valuation, and investment judgment.
These guides are designed as practical templates for members building a consistent research process.
Finance Standard
The standard BSVI framework for analyzing financial statements, profitability, cash generation, capital intensity, and leverage.
- Financial statement analysis
- Quality of earnings
- Return on capital
- Working capital and margins
Coming soon
Finance Value
The advanced guide for valuation, expected return, downside protection, and investment decision-making.
- Valuation
- Expected return
- Margin of safety
- Scenario analysis
Coming soon
Workflow
How to use the guides
- 1
S&S Guide
Understand the business and industry
- 2
Finance Standard
Analyze historical financial performance
- 3
Finance Value
Estimate value, risk, and expected return