Discover → Evaluate → Verify → Value → Risk → Decide → Monitor
A repeatable workflow that turns Warifin tools into a disciplined process.
In Simple Words
No single tool is enough. A strong workflow combines several: discover candidates with rankings/screener, evaluate with Opportunity Score, verify with Company Analysis and the 5-Question Formula, value with Fair Value, check risk, compare alternatives, then decide and monitor.
Why It Matters
A repeatable workflow beats ad-hoc decisions. It makes your process consistent and your mistakes reviewable.
How to Use It in Warifin
- 1Discover: use AI Rankings or the Screener to build a shortlist.
- 2Evaluate: check the Opportunity Score for each candidate.
- 3Verify: open Company Analysis and run the 5-Question Formula.
- 4Value: compare price to Fair Value.
- 5Risk: review the risk section and your position sizing.
- 6Decide: make an independent decision — never on a score alone.
- 7Monitor: track the investment and revisit when data changes.
How to Interpret It
If discovery and evaluation look great but Fair Value shows a big premium, the workflow tells you to wait or reduce size — not to abandon the company.
Beginner Mistakes
- Stopping at the first attractive score.
- Skipping the risk step because everything else looks good.
Try It Yourself
Run the full workflow on one candidate. Write one finding at each step. Make no buy decision — just complete the process.
Key Takeaway
Tools work as a workflow, not in isolation. Process beats impulse.
Open the real tool to practice.
Knowledge Check
Choose an answer, then check.1. A research workflow helps you…
2. The workflow's final step before deciding is…
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