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CategoryEquity ResearchFundamental AnalysisBusiness Quality & MoatsValuation & DCFFinancial Statement AnalysisGrowth InvestingValue InvestingQuality InvestingPortfolio ConstructionRisk ManagementInstitutional OwnershipMacro & EconomicsSector & Industry ResearchETF & Fund AnalysisTechnical AnalysisTrend FollowingSwing TradingQuantitative InvestingAI & Emerging TechnologiesInvestment Thesis DevelopmentFixed Income & CreditPersonal Finance & Planning

2 results for “SEC filings”

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Institutional Ownership

Institutional Ownership and Regulatory Filing Analysis

Interpret 13F and ownership filings correctly — with reporting lags and limits made explicit.

EP-041·Advanced·~20 min·5 sections

Equity Research

Understand the Company: Business, Central Debate, Latest Quarter and Scenarios

A full equity research report on one company: what it sells and how it earns, the central investor debate, the latest quarter, what could support the case, the risks, what the price assumes and bear/base/bull scenarios — with figures and a PDF-ready layout.

EP-053·Intermediate·~25 min·6 sections

Equityprompts.com

Give every investor access to the analytical frameworks, research workflows, and structured prompts needed to think more rigorously about financial markets.

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