I am researching [COMPANY AND TICKER] as a potential [TIME HORIZON] investment. Build a decision-useful stock research brief using the information below and clearly separate reported facts from your estimates. My starting information: [MY NOTES OR SOURCE LINKS] Investment context: [PORTFOLIO CONTEXT AND RISK TOLERANCE] Comparable companies or alternatives: [COMPARABLES] Produce:
1. A 150-word business overview: revenue model, customer, competitive position, and the two or three variables that most affect earnings. 2. A table of the latest available reported revenue, operating margin, free cash flow, debt, share count, and valuation multiples. Include reporting period and source for every figure; write “not provided” instead of guessing. 3. A bull, base, and bear case over my time horizon. State revenue growth, margin, multiple, and share-count assumptions for each case, then show the calculation from assumptions to estimated market capitalization and per-share value. 4. The five most decision-relevant risks, with the observable indicator that would show each risk is worsening. 5. A short comparison with each named comparable, focused on business quality, valuation, balance sheet, and the reason an investor might choose it instead. 6. A due-diligence checklist of missing documents, earnings-call questions, and metrics to verify. Do not give personalized investment advice or tell me to buy or sell. Explain that investing can lose money and that a licensed financial professional can help with personal suitability, tax, and allocation decisions. Ask up to 3 clarifying questions only if a required input is missing. Before answering, self-check that every numerical claim has a period and source or is labeled as an assumption. Flag any conclusion that depends on a fact absent from my notes.
Fill in
| Placeholder | What to enter | Example |
|---|---|---|
| [COMPANY AND TICKER] | Enter the company name and exchange ticker you want to research. | Acme Creative Software Inc. (fictional ticker ACSW) |
| [TIME HORIZON] | Enter the period over which you are considering holding the investment. | three to five years |
| [MY NOTES OR SOURCE LINKS] | Paste your research notes, filings, earnings materials, or source links. | 2025 annual report, latest 10-Q, and notes on subscription retention and AI image tool adoption |
| [PORTFOLIO CONTEXT AND RISK TOLERANCE] | Describe your diversification, financial goals, and tolerance for losses. | Long-term taxable account, already own broad index funds, comfortable with a 25% drawdown in a small position |
| [COMPARABLES] | List relevant public competitors or alternative investments to compare. | Two or three large software peers named in your notes |
How to use
- Paste the latest annual report, quarterly filing, earnings release, and call transcript into the notes field.
- Replace any old price or multiple with current data before relying on the valuation table.
- Check that the per-share values reconcile to the stated market-cap assumptions.
- Follow up with: “Stress-test the bear case using the two risks most likely to hurt free cash flow.”
Variations
Earnings preview
Use before an earnings release.
I own or am considering [COMPANY AND TICKER] ahead of its [EARNINGS DATE] earnings release. Using [PRIOR RESULTS AND GUIDANCE], produce a one-page earnings preview: consensus-sensitive metrics, management guidance ranges, likely investor debate, and three post-results scenarios. For each scenario, distinguish reported results from interpretation and list the exact figures I should check in the release and call. Do not predict the stock price or invent consensus estimates. Flag missing data and ask up to 3 questions only if required.
Portfolio position
Use when deciding how large a position should be.
Help me assess a possible [PROPOSED POSITION SIZE] position in [COMPANY AND TICKER] within my [PORTFOLIO DESCRIPTION]. Use [RISK NOTES] to identify concentration, correlation, liquidity, tax, and drawdown considerations. Produce a neutral suitability checklist, questions for a licensed adviser, and a scenario table showing portfolio impact at -20%, -40%, and +40% for this holding. Do not recommend a trade or assume facts not supplied. Ask up to 3 questions only if an input is missing.
Thesis tracker
Use after buying or placing a company on watch.
Create a quarterly thesis tracker for [COMPANY AND TICKER] based on this investment thesis: [THESIS]. Use [KEY METRICS] and [RISK FACTORS] to produce a table with metric, starting value, target or watch range, source, update cadence, and thesis implication. Add disconfirming evidence that would weaken the thesis and questions for each earnings call. Do not fill in unavailable figures. Ask up to 3 questions only if required inputs are missing.
Tips
- Use filings and earnings transcripts as primary inputs; summaries often omit share dilution, debt terms, and changes in guidance.
- A valuation case needs a share-count assumption, especially for companies using significant stock-based compensation or buybacks.
- Treat a multiple as an output of business quality, growth, rates, and risk, not a permanent constant.
- Write down what would disprove the thesis before you see a favorable price move.
FAQ
Can AI tell me which stocks to buy?
It can organize research and calculations, but it cannot determine whether an investment fits your finances or risk tolerance. Verify current facts and consider a licensed professional for personal advice.
Which sources should I include?
Start with the latest annual and quarterly filings, earnings release, investor presentation, and call transcript. Include competitor filings for a useful comparison.
How should I use the price target?
Treat it as a sensitivity exercise based on visible assumptions, not a forecast. Change growth, margins, multiples, and share count to see what drives the result.