Investment Thesis Development
Before You Buy: Pre-Purchase Checklist
A disciplined final check before buying a stock — thesis, valuation, risks, position size and exit plan.
EP-058Beginner~10 min5 sections
Library
All prompts
17 results for “position size”
Sector & Industry Research
Industry Structure and Competitive Positioning
Five-forces style analysis of an industry and where the company sits within it.
EP-006Intermediate~15 min5 sections
Risk Management
Position Sizing and Downside Risk
Size a position from conviction, downside estimate, liquidity, and total portfolio risk budget.
EP-031Intermediate~10 min5 sections
Portfolio Construction
Expected Return Decomposition
Break expected equity returns into yield, growth, and valuation change components.
EP-033Advanced~15 min5 sections
Equity Research
Comprehensive Fundamental Equity Research
A full first-pass research report: business, financials, competition, valuation context, and risks.
EP-001Advanced~30 min5 sections
Business Quality & Moats
Quality Verdict: Is This a High-Quality Business?
One structured verdict on overall business quality — revenue, profitability, returns on capital, cash flow, balance sheet, moat and management — scored and evidenced.
EP-003Intermediate~25 min7 sections
Portfolio Construction
Portfolio Review from a Screenshot
Attach a screenshot of your portfolio and get a structured review of concentration, quality, risk and gaps.
EP-009Beginner~10 min7 sections
Quality Investing
Is This Quality Company Undervalued?
Assess one company's business quality, earnings valuation and growth to judge whether today's price looks attractive, fair or expensive — without cash-flow valuation models.
EP-027Advanced~30 min8 sections
Institutional Ownership
Institutional Ownership and Regulatory Filing Analysis
Interpret 13F and ownership filings correctly — with reporting lags and limits made explicit.
EP-041Advanced~20 min5 sections
AI & Emerging Technologies
AI Disruption Risk and Competitive Moats
Evaluate whether AI strengthens, erodes, or reshapes a company's competitive position.
EP-046Advanced~25 min5 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-053Intermediate~25 min6 sections
Equity Research
Head-to-Head Peer Comparison
Compare two to four competitors side by side on growth, profitability, balance sheet, moat and valuation.
EP-059Intermediate~20 min5 sections