Search transcripts to find instances in the past 6 months where management indicated that they felt the stock was significantly undervalued by the market.
Search for instances where management indicated that they have reached a new level of profitability and never expect to fall back.
We're looking for companies with significant and enduring pricing power. Look for instances where management indicated that they've raised prices significantly in the past year. Explain possibly what makes this company special and why they can do this?
Look for companies where management have announced a potentially transformative partnership or new customer. The emphasis here should be that the partnership or size of the customer is transformative in terms of their growth or scale.