TAM/SAM/SOM + 10-K + DCF + investor list — bottom-up disciplined, BCG-grade
One disciplined approach to three research jobs: market sizing (TAM / SAM / SOM, bottom-up), company research (10-K + DCF + peer multiples + thesis), and investor / VC research (thesis fit, check size, portfolio fit). Founder-side (for raises), buy-side (for acquisitions), investor-side (for investments) — three perspectives, one report.