Quantifying convictions for the future based on the analyst's investment narrative / thesis they have gathered through interpreting the growth trend, plus research and analysis of other contributing factors.
Analysis craft a narrative to meet preconceived judgments.
Without linking thinking through conversations with domain experts that qualifies the value of the inputs these workbooks are just speculation.
Create a protocol language for extracting valuable stories for easier transformation and loading into a database for further analysis.
- What are the faults with this analysis?
- What is the riskiest assumption?
- How could it be done better?