Selborne Research
Sector primers built for investment professionals
Deep-dive research covering valuation frameworks, worked examples with realistic assumptions, screening thresholds, and real-world benchmarks. Written by a practitioner, not a generalist.
What's included in every primer
Valuation Frameworks
NAV, DCF, cap rates, AISC. Every key methodology explained with step-by-step worked examples.
Real-World Benchmarks
Market ranges for discount rates, multiples, cost structures, and screening thresholds.
Screening Tools
Ready-to-use checklists, scorecards, and threshold tables to evaluate companies systematically.
Analyst Tips
Opinionated, practical guidance on what experienced analysts actually look for, not textbook theory.
Sector Primers & Valuation Models
Each primer is a self-contained deep dive from sector mechanics to worked valuations to quick-reference cheat sheets. Pair with the Excel model for plug-and-play analysis.
Mining
Energy
Real Estate
Financials
Every primer: around 40 pages, 15+ sections, PDF plus a companion Excel valuation model.
100 free guides across 15 sectors
One metric or method per guide: what it means, how to calculate it, and the benchmark ranges. No email wall.
What Is AISC?
All-In Sustaining Cost explained with quartile benchmarks.
EnergyThe 3-2-1 Crack Spread
The refining margin benchmark: calculation and what it misses.
Real EstateFFO vs AFFO
What's the difference and why AFFO is the better payout metric.
Each guide links into the sector primer that goes deeper.
Built for how analysts actually work
Every primer includes sensitivity tables with market ranges, calibrated screening thresholds, and worked examples with internally consistent assumptions you can stress-test yourself.
Free company research
See our methodology in action. Each profile applies the frameworks from our primers to a real public company.