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

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

Neutral

Type:Research

Category:Idea Generation

Asset class:Equity

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