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Equity analyst: Idea to recommendation

Stage 1
Idea generation
Define investment thesis
Form high-level idea based on macro/sector trends. Document key assumptions.
Build investment universe
Screen for stocks fitting thesis (sector, market cap, growth metrics).
Stage 2
Deep dive research
Company deep dive
Analyze income statement, balance sheet, cash flows. Assess management & competitive moat.
Valuation analysis
Build DCF model, run comps analysis. Determine intrinsic value range.
Stage 3
Validation & timing
Technical & market check
Overlay chart analysis for entry/exit timing. Identify support/resistance levels.
External validation
Check consensus estimates, expert calls, and stress-test bear cases.
Stage 4
Final output
Recommend
Compile findings into research note with Buy/Sell rating and target price.

Template info

Equity analyst: Idea to recommendation

A simple workflow with tools for idea generation, company deep dive, valuation and final thesis.

by ThesisBoard

Neutral
Type:Research
Category:Idea Generation
Asset class:Equity

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