Field Notes

Field Notes on equity selection

Practical writing on screens, watchlists, and stock selection decisions — rooted in how we work with clients.

Five questions before a name stays on your watchlist

A short discipline check for equities that linger on lists without earning their place.

Why cash conversion and maintenance capex matter more than headline earnings when filtering equities.

A practical checklist for Thai-listed holdings when reporting dates cluster tightly.

How ownership structures and related-party revenue change what “cheap” means on a screening sheet.