I have been frustrated for a while that investment research has no natural structure. I just read until I feel ready, which means I either stop too early or never stop at all.
I have tried a workflow that forces three specific gates before you can generate an investment memo. First gate is business understanding and a quick financial filter. Second gate is deep analysis with field research guidance and intrinsic value scenarios. Third gate is a bias check and pre commitment before I deploy capital.
It only works on three stocks right now, MSFT, UBER, and ADBE, because it is a prototype.
Curious whether this kind of structured process actually changes how people think about a stock or whether it just adds friction. Only one way to find out.