Research Process
Source hierarchy, earnings call analysis, financial metrics, and using AI tools for research.
Source Hierarchy
How to weight and prioritize different information sources when conducting investment research.
Earnings Call Analysis
How to extract maximum insight from quarterly earnings calls, the single most valuable practice in investment research.
Financial Metrics
Why tracking financial metrics over time matters more than any single data point, and which metrics to focus on.
DCF Models
How discounted cash flow models serve as a thinking tool for making investment assumptions explicit, not as precision instruments.
AI Research Tools
How large language models and agentic AI systems serve as genuine productivity tools for investment research.
Trust and Verify
How to evaluate management credibility by tracking promises against outcomes over time.