Stage-Zero Filter
The one-sentence reason a name enters a watchlist at all -- written at entry, before any further work. Examples: \"customer of mine, want to evaluate the business\", \"screened on EV/EBIT below 7x with returns on capital above 15%\", \"thematic exposure to water infrastructure tailwind\". Names without a stage-zero sentence accumulate on the watchlist as hoarding rather than as a pipeline; the corrective is to refuse to add a name without writing the sentence at entry and to retire any name whose stage-zero reason has expired.
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Related terms
Absorption Rate · AFFO per Share · Allowed Return on Equity · Alternative Investments · Anchor Tenant · Assets Under Management
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