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references/report-template.md
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references/report-template.md
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# Stock Analysis Report Template
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## Report Structure
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### 1. Executive Summary
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Brief 2-3 paragraph overview that can stand alone:
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- Company overview (1 sentence)
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- Investment thesis (bull case in 2-3 sentences)
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- Key risks (1-2 sentences)
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- Valuation summary (current vs fair value estimate)
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- Recommendation (Buy/Hold/Sell) with conviction level
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### 2. Company Overview
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- **Business Description**: What the company does, main products/services
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- **Industry**: Sector classification and industry dynamics
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- **Market Position**: Market cap, rank in industry
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- **Key Statistics**: Quick reference table
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- Ticker, Exchange
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- Market Cap
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- Current Price
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- 52-Week Range
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- Average Volume
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### 3. Investment Thesis
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**Bull Case** (Why to invest):
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- 3-5 strongest positive factors
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- Support each with data/evidence
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- Quantify when possible
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**Bear Case** (Risks and concerns):
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- 3-5 main risk factors
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- Alternative scenarios where investment doesn't work
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- Probability assessment when possible
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### 4. Fundamental Analysis
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**Business Quality**
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- Competitive advantages/moats
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- Management quality assessment
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- Business model sustainability
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**Financial Performance** (Use tables for clarity)
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- Revenue trends (3-5 years)
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- Profitability metrics trends
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- Balance sheet strength
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- Cash flow analysis
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- Key ratios
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**Growth Analysis**
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- Historical growth rates
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- Growth drivers
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- Future growth prospects
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- Market opportunity size
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### 5. Valuation Analysis
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**Current Valuation Metrics** (Table format)
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- P/E (current, forward, 5-year avg)
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- PEG
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- P/B
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- P/S
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- EV/EBITDA
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- EV/Sales
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- Dividend Yield (if applicable)
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**Peer Comparison** (Table format)
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Compare key metrics against 3-5 direct competitors
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**Fair Value Estimate**
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- Valuation methodology used
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- Key assumptions
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- Fair value range (conservative to optimistic)
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- Margin of safety vs current price
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- Target price with timeframe
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### 6. Technical Analysis
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**Trend Analysis**
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- Current trend direction
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- Key support/resistance levels
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- Moving average positions
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**Indicator Summary**
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- RSI reading and interpretation
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- MACD status
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- Volume trends
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- Other relevant indicators
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**Chart Patterns**
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- Notable patterns forming or completed
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- Breakout/breakdown levels to watch
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**Technical Outlook**
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- Short-term (1-3 months)
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- Medium-term (3-6 months)
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### 7. Risk Assessment
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**Company-Specific Risks** (Prioritized)
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1. [Highest risk with impact and probability]
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2. [Second risk]
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3. [Third risk]
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**Market/Macro Risks**
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- Economic sensitivity
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- Interest rate impact
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- Regulatory changes
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- Industry disruption
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**Risk Mitigation**
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- Company's risk management
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- Diversification considerations
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- Position sizing recommendations
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### 8. Catalysts and Timeline
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**Positive Catalysts** (with expected timing)
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- Upcoming events that could drive price up
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- Product launches, earnings, regulatory approvals
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**Negative Risks** (with timing)
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- Events that could drive price down
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- Lockup expirations, debt maturities
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### 9. Recommendation
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**Rating**: Buy / Hold / Sell
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**Conviction Level**: High / Medium / Low
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**Target Price**: $XX (timeframe: X months)
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**Upside/Downside**: +/-XX%
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**For Buy Recommendations**:
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- Entry strategy (all at once, DCA, wait for pullback)
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- Position sizing suggestion
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- Stop-loss consideration
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- Target prices (multiple levels)
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**For Hold Recommendations**:
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- Conditions to upgrade to Buy
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- Conditions to downgrade to Sell
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- Monitoring priorities
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**For Sell Recommendations**:
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- Exit strategy (immediate, gradual)
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- Alternative investments to consider
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### 10. Conclusion
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- Summarize key points (3-4 bullets)
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- Reiterate recommendation
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- Next review date or monitoring triggers
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---
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## Formatting Guidelines
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**Use Tables for:**
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- Financial data comparisons
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- Peer comparisons
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- Key statistics
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- Valuation metrics
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**Use Bullet Points for:**
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- Lists of factors/risks
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- Key highlights
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- Qualitative assessments
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**Use Headers to:**
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- Clearly separate sections
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- Make report scannable
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- Enable quick navigation
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**Data Presentation:**
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- Always include timeframe context
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- Show trends (arrows, YoY%)
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- Cite sources for all data
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- Use consistent formatting (e.g., $B for billions)
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**Writing Style:**
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- Be direct and concise
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- Quantify when possible
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- Avoid jargon unless necessary
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- Support opinions with evidence
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- Balance bullish and bearish perspectives
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## Comparison Report Structure
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For "Compare Stock A vs Stock B" requests:
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### 1. Side-by-Side Overview Table
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Company metrics in columns for easy comparison
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### 2. Relative Strengths Analysis
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- Where each company excels
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- Quantified advantages
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### 3. Valuation Comparison
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- Metrics comparison table
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- Which appears cheaper and why
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### 4. Technical Comparison
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- Relative strength analysis
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- Chart pattern comparison
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### 5. Recommendation
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- Which to buy/prefer and why
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- Portfolio allocation suggestion
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- Risk-adjusted return assessment
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