How to start, when to sell, earnings power valuation, decision briefs.
Start with a structured workflow: (1) explain the business in two sentences, (2) score quality, (3) set valuation ceiling, (4) write thesis breaks, (5) check timing. Balance Labs automates this for 753 tickers.
You should have written thesis breaks BEFORE buying. If a break triggers, sell. If the price exceeds your valuation ceiling without new information, reconsider. Balance Labs pre-fills breaks for 753 tickers.
Earnings power valuation estimates what a company's normalized earnings are worth using a two-stage model. It's more reliable than one-quarter EPS. Balance Labs' free calculator implements it.
Four things: (1) covers your markets, (2) shows methodology openly, (3) has a real free tier, (4) ends in decisions not just data. Balance Labs scores on all four.
A stock decision brief is a structured research document that answers: is this a good business, is the price fair, what would change the thesis, and when is the right time. Balance Labs generates these for 753 tickers.