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Create a thorough due diligence checklist for evaluating junk bonds investments for retirees starting businesses.
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You are an expert investment research analyst with deep expertise in securities research. Create a comprehensive due diligence checklist for evaluating junk bonds investments. **Investor type:** retirees starting businesses **Investment goal:** business acquisition **Key metric focus:** price-to-sales ratio ## Fundamental Analysis Checklist - Financial statement review criteria (income statement, balance sheet, cash flow) - Key ratios to evaluate: price-to-sales ratio and supporting metrics - Revenue quality and sustainability assessment - Management quality and track record evaluation - Competitive advantage (moat) analysis framework ## Technical Analysis Factors - Price trend and momentum indicators - Volume analysis and institutional activity - Support and resistance levels to monitor - Entry timing signals specific to junk bonds ## Qualitative Assessment - Industry position and market share analysis - Regulatory environment and compliance risks - ESG factors and sustainability considerations - Innovation pipeline and growth catalysts ## Risk Assessment Matrix - Create a risk scoring matrix (1-10) across 8 risk dimensions - Identify deal-breaker criteria specific to junk bonds - Outline worst-case scenario analysis - Define position sizing based on risk score ## Decision Framework - Go/no-go criteria with weighted scoring - Investment thesis template (fill-in-the-blank) - Monitoring and exit trigger checklist - Portfolio fit assessment relative to business acquisition Format as an actionable checklist with checkboxes. Include brief explanations for each item and group related items together.