Deep Research Stock Report Prompt

Use this to generate a detailed research report for any stock.

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Description/Use Case(s):

Use this structured template to generate a detailed research report for any stock. Turn on deep research to have AI LLMs scrape the web using search prompts under each section in the outline below.

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Prompt:

Instructions for User/Pipeline: Please replace the placeholder values below with the specific details of the company you want to analyze.

• COMPANY_NAME = "[Insert Full Company Name Here]"

• COMPANY_TICKER = "[Insert Stock Ticker Symbol Here]"

Instructions for AI:

1. Initial Information Discovery: Based only on the provided COMPANY_NAME and COMPANY_TICKER:

   1. Determine the company's primary Industry (e.g., 'Cloud Computing', 'Electric Vehicles', 'Biotechnology'). Store this value internally.

   2. Determine the company's broader Sector (e.g., 'Technology', 'Consumer Discretionary', 'Healthcare'). Store this value internally.

   3. Identify the official Investor Relations website domain (e.g., 'investor.apple.com', 'ir.tesla.com'). Store this determined domain internally as COMPANY_INVESTOR_RELATIONS_DOMAIN.

   4. (Internal AI Note: Perform searches like "{COMPANY_NAME} ({COMPANY_TICKER}) primary industry sector" and "{COMPANY_NAME} investor relations website" to gather this information).

2. Report Generation: Using the provided COMPANY_NAME, COMPANY_TICKER, and the Industry, Sector, and COMPANY_INVESTOR_RELATIONS_DOMAIN you determined in Step 1, generate a comprehensive deep research report structured according to the template below. Aim for a total length of approximately 3,000 words. For each section, use the provided search prompts as a guide to gather relevant, up-to-date information. Synthesize the findings into a coherent narrative for each section, addressing the specified purpose. Maintain a professional and analytical tone.

3. Data Instructions: Find the most recent financial data possible. The last financial quarter.

4. Investment Perspective: Craft the report from a long-term investment perspective.

5. Links: Include direct links to all primary sources used for the report.

6. Questions: Do not ask any questions. Just complete the analysis.

Stock Deep Research Report Outline

1. Company Overview

• Search prompts:

• "COMPANY_NAME company overview"

• "What does COMPANY_NAME do?"

• "COMPANY_NAME headquarters location"

• Purpose: Summarize the company's headquarters location, determined COMPANY_SECTOR, listing exchange, core business operations, and mission statement. Provide a high-level view of what the company does and the markets it serves.

2. Business Model

• Search prompts:

• "COMPANY_NAME business model"

• "How does COMPANY_NAME make money?"

• "COMPANY_NAME revenue streams"

• Purpose: Break down the company’s sources of revenue, primary customer types, pricing strategy, and core value proposition. Explain how the company creates, delivers, and captures value.

3. Products, Services, and Projects

• Search prompts:

• "COMPANY_NAME products"

• "COMPANY_NAME services"

• "COMPANY_NAME current projects"

• "COMPANY_NAME R&D pipeline" (especially for biotech, pharma, tech, energy)

• Purpose: Detail the company’s key offerings. Include information on research & development activities, pilot programs, major deployments, and any insights into product-market fit.

4. Industry and Market Analysis

• Search prompts:

• "[Determined COMPANY_INDUSTRY] trends 2025"

• "[Determined COMPANY_SECTOR] market outlook 2025"

• "Market size of [Determined COMPANY_INDUSTRY]"

• "TAM SAM SOM for [Determined COMPANY_INDUSTRY]"

• Purpose: Provide macroeconomic and determined COMPANY_INDUSTRY/COMPANY_SECTOR context. Analyze external forces (regulatory, technological, economic, demographic) influencing the company’s growth prospects and the overall market dynamics.

5. Competitive Landscape

• Search prompts:

• "Competitors of COMPANY_NAME"

• "COMPANY_NAME vs [Major Competitor Name]"

• "[Determined COMPANY_INDUSTRY] market share"

• Purpose: Identify major competitors (public and private) within the determined COMPANY_INDUSTRY. Analyze COMPANY_NAME's positioning relative to them. Discuss competitive advantages/disadvantages regarding pricing, market share, technology, brand, etc.

6. Strategic Partnerships and Collaborations

• Search prompts:

• "COMPANY_NAME partnerships"

• "COMPANY_NAME strategic alliances"

• "COMPANY_NAME joint ventures"

• "COMPANY_NAME MoU"

• Purpose: List and describe significant collaborations with other companies, governments, or research institutions. Clarify the strategic importance, scope, and potential impact of each key partnership.

7. Economic Moats - Competitive Advantages

• Search prompts:

• "COMPANY_NAME competitive advantages"

• "COMPANY_NAME economic moat"

• "Warren Buffett moat analysis COMPANY_NAME"

• Purpose: Identify and evaluate any durable competitive advantages (economic moats) the company possesses, such as network effects, intellectual property, high switching costs, cost leadership, strong brand identity, exclusive access, or regulatory protection.

8. Management Team and Governance

• Search prompts:

• "COMPANY_NAME executive team"

• "CEO of COMPANY_NAME background"

• "COMPANY_NAME board of directors"

• "COMPANY_NAME corporate governance rating"

• "COMPANY_NAME Glassdoor reviews" (for cultural insights)

• "COMPANY_NAME insider ownership percentage"

• Purpose: Profile key executives (CEO, CFO, etc.), highlighting their background, tenure, experience, and track records. Assess the quality of corporate governance, board independence, and overall leadership effectiveness. Note any significant founder influence.

9. Financial Analysis

• Search prompts:

• "COMPANY_TICKER financials site:[Determined COMPANY_INVESTOR_RELATIONS_DOMAIN]"

• "COMPANY_TICKER revenue and profit history"

• "COMPANY_TICKER balance sheet analysis"

• "COMPANY_TICKER cash flow statement analysis"

• "COMPANY_TICKER key financial ratios" (e.g., P/E, P/S, Debt-to-Equity, ROE)

• "COMPANY_TICKER quarterly earnings results"

• Purpose: Provide a detailed analysis of the company's financial health using recent filings (annual reports, 10-Ks, 10-Qs). Analyze trends in revenue, profitability (gross margin, net margin, EBITDA), balance sheet strength (assets, liabilities, cash, debt levels), and cash flow generation (operating, investing, financing). Include year-over-year and quarter-over-quarter comparisons where relevant.

10. Capital Structure and Dilution Risk

• Search prompts:

• "COMPANY_NAME capital structure"

• "COMPANY_TICKER outstanding shares history"

• "COMPANY_TICKER share dilution risk"

• "COMPANY_NAME debt obligations"

• "COMPANY_NAME convertible notes OR warrants"

• "COMPANY_NAME ATM offering"

• Purpose: Analyze the company's mix of equity and debt financing. Assess the level of financial leverage, upcoming debt maturities, and the potential risk of shareholder dilution from stock issuance, options, warrants, or convertible securities.

11. Risks and Headwinds

• Search prompts:

• "COMPANY_NAME risks"

• "COMPANY_NAME 10-K risk factors"

• "Regulatory risks COMPANY_NAME"

• "COMPANY_NAME supply chain issues"

• "COMPANY_NAME litigation OR lawsuit"

• "Bear case for COMPANY_TICKER"

• Purpose: Summarize the key internal and external risks facing the company, as disclosed in official filings and identified through research. This includes operational, financial, market, competitive, regulatory, legal, and reputational risks.

12. Upcoming Catalysts and Growth Drivers

• Search prompts:

• "COMPANY_NAME upcoming events"

• "COMPANY_NAME future product launches"

• "COMPANY_TICKER earnings date"

• "COMPANY_NAME growth strategy"

• "COMPANY_NAME expansion plans"

• Purpose: Identify potential future events or developments that could significantly impact the company's valuation or growth trajectory. Examples include upcoming earnings releases, major product launches, clinical trial results, regulatory approvals, new partnerships, M&A activity, or geographic expansion.