This page includes our current list of companies to analyze - what we call our Company Kanban. Subjects are added to the analysis queue when something piques our interest about the given company. It may be something we read, hear, a new 52-week low, a company held by other investors we admire, etc. For some of the companies, we already know that it's a pass for a possible investment. Many companies are added solely for purpose of learning more about the business or industry.
A lot is going to end up in the too-hard pile and merely glanced over, and some are going to be thoroughly analyzed and written about. As Junto Member, you can fully read all our research and notes, see our investment portfolio, and invest right alongside us when we pound on something.