| name | equity-research |
| description | Structure an equity research note - thesis, business, financials, valuation, risks, and a rating - with required disclaimers/disclosures. Use when writing a research report or investment thesis. |
equity-research
A disciplined, balanced note: a clear thesis backed by sourced analysis - with the compliance scaffolding.
Structure
- Thesis (1-2 lines): the variant view - what you believe the market is mispricing and why.
- Business: what the company does, model, moat, market, competitive position.
- Financials: the key trends (
financial-statement-analysis / ratio-analysis), sourced.
- Valuation: DCF + comps -> a value range (
dcf-valuation / comps-valuation).
- Bull / bear / base: the cases, with what drives each.
- Risks & catalysts: quantified, both directions.
- Rating / target: if you give one, it is an opinion - with a disclaimer + conflict disclosure.
Output
- The note (thesis, business, financials, valuation range, scenarios, risks, rating) - every figure sourced,
projections labeled, a "not investment advice" disclaimer + any position/conflict disclosure.
Guardrails
- A recommendation/target requires a disclaimer + disclosure (
no-investment-advice / disclaimer-guard).
- Balanced (bull AND bear); figures sourced; projections labeled. Public info only (no MNPI).
