1. Macro & Market Fit
Prompt: How does this company’s performance align with macroeconomic trends, currency dynamics, and geopolitical risks?
Checklist
- Country-level inflation, interest rates, and GDP growth
- FX exposure and hedging practices
- Trade policy, tariffs, and regulatory environment
- Sector cyclicality and sensitivity to global shocks
- Emerging market tailwinds or vulnerabilities
2. Governance & Disclosure
Prompt: What is the quality of governance, transparency, and shareholder alignment?
Checklist
- Board independence and diversity
- Insider ownership vs. institutional control
- Related-party transactions or dual-class shares
- Disclosure quality and reporting consistency
- Minority shareholder protections and voting rights
3. Strategic Positioning & Moat
Prompt: What is the company’s competitive advantage, and how defensible is it?
Checklist
- Market share trends and competitive landscape
- Brand strength, IP, or network effects
- Cost structure and supply chain resilience
- ROIC and capital allocation discipline
- Barriers to entry and switching costs
4. Innovation & Scalability
Prompt: Is the company investing in innovation and positioned to scale?
Checklist
- R&D intensity and product pipeline
- Platform dynamics or ecosystem leverage
- Founder-led vision and execution history
- Unit economics and margin scalability
- Expansion into underserved or adjacent markets
5. Financial Analysis
Prompt: What do the financial statements reveal about profitability, efficiency, and capital structure?
Checklist
- Revenue growth and margin trends
- EBITDA, net income, and free cash flow
- Balance sheet strength: cash, debt, working capital
- Return metrics: ROE, ROIC, asset turnover
- Dividend policy and share buybacks
- Segment breakdown and geographic exposure
- Year-over-year and quarter-over-quarter comparisons
6. Valuation & Margin of Safety
Prompt: Is the valuation compelling relative to risk? What assumptions drive upside and protect downside?
Checklist
- DCF, EV/EBITDA, PE multiples (with scenario sensitivity)
- Historical valuation bands and peer comparisons
- Asset-backed downside protection
- Free cash flow yield and payout ratios
- Optionality and hidden assets (e.g., IP, land, subsidiaries)
7. Catalysts & Triggers
Prompt: What events or developments could unlock value or shift investor sentiment?
Checklist
- Product launches, regulatory approvals, or M&A
- Insider buying or activist involvement
- Strategic partnerships or geographic expansion
- Earnings surprises or guidance revisions
- Policy changes or macro inflection points
8. Risk Matrix
Prompt: What are the key risks, and how are they mitigated?
Checklist
- Credit, liquidity, and operational risks
- Tail risk scenarios and stress testing
- Volatility-adjusted performance metrics
- Management credibility and execution risk
- Market mispricing due to narrative or sentiment
9. ESG & Sustainability Profile
Prompt: How does the company align with ESG principles and long-term sustainability trends?
Checklist
- Environmental impact and climate risk exposure
- Labor practices and supply chain ethics
- Governance structure and stakeholder engagement
- ESG ratings and controversies
- Alignment with UN SDGs or regional frameworks
10. Investment Thesis & Rating
Prompt: What is the core thesis, and how does it integrate all lenses?
Checklist
- Thesis summary in 2–3 sentences
- Time horizon and expected return range
- Rating: Buy / Hold / Sell or Conviction Score
- Key assumptions and monitoring triggers
- Thesis risks and reversal conditions
11. Scenario Modeling
Prompt: What are the bull, base, and bear case projections?
Checklist
- Revenue, margin, and EPS assumptions
- Macro overlays (interest rates, FX, inflation)
- Valuation outcomes under each scenario
- Probability-weighted expected return
12. Peer Benchmarking
Prompt: How does the company compare to peers on strategy and financials?
Checklist
- Revenue growth, margins, ROIC, valuation multiples
- Strategic positioning and innovation intensity
- Governance and ESG scores
- Market share and geographic footprint
13. Insider Activity
Prompt: What does insider buying/selling reveal about sentiment?
Checklist
- Recent insider transactions and ownership changes
- Option grants and vesting schedules
- Institutional ownership trends
- Activist involvement or board changes
14. Capital Structure
Prompt: How is the company financed, and what are the risks?
Checklist
- Debt maturity profile and covenants
- Interest coverage and leverage ratios
- Equity issuance or buybacks
- Convertible securities or preferred shares