Business Analysis of a company for an investor

I was recently given the opportunity to analyse a company for a potential investor and was really proud of myself for finding alot of flaws, WITHOUT chatgpt or the use of any AI model. Painfully, I have changed every single detail so that the company is not identifiable.


Sorry for the terrible cover image. Its 1am and I want to sleep.


These are transcripts:


[10:15, 03/11/2023] Aneesh: this has got to be delusion

[10:21, 03/11/2023] Aneesh: 😂 they are telling you he's going to sign 2.5 million candidates a year until 2028. Thats 6800 people each day

[10:24, 03/11/2023] Aneesh: jumping from 150k to 3.2 million in 4 years....

[10:27, 03/11/2023] Aneesh: Also, look at 2024, the TR is 4.3 , operating costs are 3.8, giving a net of 0.5 BUT profit and loss go from -0.6 to 0.2

[10:29, 03/11/2023] Aneesh: this is a 0.8 increase, which only makes sense if they include pre-launch loss

[10:30, 03/11/2023] Aneesh: i think the operating costs are potentially backloaded and the actual operating costs may appear later to make this company seem more investable

[10:32, 03/11/2023] Aneesh: No specific details on how they are going to capture so many people either

[10:35, 03/11/2023] Aneesh: also they want to acquire from 290 in 2024 to 7200 by 2028, this is also delusional: 2 people a day CONSISTENTLY for the next 4 years???

[10:40, 03/11/2023] Aneesh: This is good: "Current clients who follow our best practices average about a 12% close rate (and some even better) and earn $8-$16 in revenue for every $1 spent with our service." . But no mention of this on their plan

[10:45, 03/11/2023] Aneesh: Some negative reviews about their CEO- apparently dishonest and "lacks direction", believes that a "one trick pony" approach will work for situations

[10:47, 03/11/2023] Aneesh: So, to answer your question, no I wouldnt invest

[10:50, 03/11/2023] Aneesh: Too intransparent in my opinion, there are structural issues too with the way they are trying to expand

[10:53, 03/11/2023] Aneesh: I would want to know their rejection rate, whether they have any patents, literally what makes them different from LinkedIn, what on earth allowed them to believe they can make 25 million pounds in 4 years

[10:56, 03/11/2023] Aneesh: And effect of AI, cmon i bet chatgpt could make their USP in 10 minutes, its just sourcing customers...

[10:56, 03/11/2023] Aneesh: I'll send you a company that actually is better:

[10:57, 03/11/2023] Aneesh: I made this recently. FTSE company.

[11:01, 03/11/2023] Aneesh: someone called him a “micromanager” and responsible for creating a negative work environment.

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