THE RESEARCH LAB

A company research worksheet.

Give each claim a source, each assumption a label, and each open question a place to go.

Company or research question

0 of 6 research steps reviewed

01 / The businessExplain the customer, the product, and how the company earns revenue.02 / The documentsFind the latest annual filing and more recent interim reports or amendments.03 / The economicsRead the income statement, balance sheet, cash flows, and relevant footnotes together.04 / The obligationsList debt, maturity dates, liquidity needs, and other material commitments.05 / The ownershipIdentify the security, share rights, dilution possibilities, and controlling holders.06 / The counterargumentWrite one observation that would weaken your current view and how you could check it.

Evidence, source links, and open questions

This worksheet stays in the current page only and clears on reload. Print it to retain your notes. Checkmarks record your progress; they do not verify a company or investment.

Search SEC EDGAR ↗Read: profits and cash →

A company research worksheet.

A good read is worth passing on.