Dual Lens
Two views of one company
The numbers show what happened. How the company behaves shows why, and what is coming next. Where the two disagree is where the next problem sits.
A Dual Lens analysis reads public filings and the papers you send through both lenses, rates the company's four main systems, and puts my read of what comes next on page one.
The Analyst's Eye
Revenue, margins, cash, debt, and how well the company delivers on its own guidance. What the market and the analysts are saying.
The Organismic Lens
The company as a living system: the story it tells about itself, what it does that contradicts that story, and how healthy each of its systems is.
The Organizational Body Map
Four systems, each rated
Every analysis rates the same four systems, with the evidence behind each rating. A failing system shows up here before it shows up in the results.
Leadership
How fast decisions get made, and how much rides on one person.
GreenStrategy and story
Whether what the company says it is for still matches what it does.
AmberControls and culture
How it responds to stress, regulators and its own mistakes.
RedCash and margins
Whether money moves through the business the way the story says it should.
AmberRatings shown are an example only.
What you get
Three ways to buy it
Public company reads
Short analyses of listed companies, free when you join The Heat Map.
Free
Your company, two weeks
Public filings plus the papers you send, a 12-page report with my read on page one, and a 60-minute debrief.
Snapshot plus your people
Interviews with four to six of your people and a board workshop that turns the map into owned actions.
On the record
Predictions, then the results
Before a listed company reports, I publish what I expect, each call with a probability and a test that decides it. After the results I score every call, hits and misses alike. The running record will live here.
First predictions coming soon.
Analysis and opinion about the business, not investment advice. No buy, sell or hold recommendations.
- Pick n Pay. South African grocery retailer.
- Sasol. South African energy and chemicals group.
- Tesla. Electric vehicles and energy.
- Nutun. Formerly Transaction Capital, South African financial services.