Build your research view

Write in your own words. The builder organizes your facts and assumptions without supplying a recommendation.

Company and tickerIdentify the company. Use a fictional name for a practice pitch.As-of dateDate the facts and valuation inputs were last checked (YYYY-MM-DD).Valuation horizonFor example, one year. Keep all scenarios on the same horizon.Business and customerWho pays, what do they buy, and what drives repeat demand?Research viewState your proposed view and what observable market expectation you need to test.Operating driversConnect revenue, margins, reinvestment and cash conversion to evidence.Valuation and equity bridgeState method, units, horizon, debt/cash adjustments, shares and downside/base/upside assumptions.Catalysts and timingWhat observable event could change expectations, and when?Risks and downsideIdentify what can go wrong and how it changes the valuation.Evidence that changes your viewName a measurable finding that would disprove or weaken the thesis.

Evidence log

Attach each claim to a source, date and specific page or definition. A URL alone does not establish that a claim is true.

Evidence 1

Claim supportedSource URLSource datePage, reporting period and definition

Your working draft

The pitch uses the short structure; the memo also includes your operating-driver detail. Neither output invents missing facts.

Stock pitch: [Company] As of: [Date] | Horizon: [Horizon] Business and customer [Not yet supplied] Research view [Not yet supplied] Valuation and equity bridge [Not yet supplied] Catalysts and timing [Not yet supplied] Risks and downside [Not yet supplied] Evidence that changes your view [Not yet supplied] Evidence log [No sources recorded] Research still needed • Add company and ticker. • Add as-of date. • Add valuation horizon. • Add business and customer. • Add research view. • Add operating drivers. • Add valuation and equity bridge. • Add catalysts and timing. • Add risks and downside. • Add evidence that changes your view. • Add at least one complete evidence entry. A filled template does not verify the facts. Prepared from your entries. This builder does not verify facts, supply market data or recommend securities.

THE METHOD

How this tool works

Enter your own research, attach claims to dated sources and review missing fields. The pitch format creates a short outline; the memo also includes operating-driver detail. Your work stays in this browser until you export it.

Connect a claim to an operating driver

A useful thesis names something observable: customer retention, volumes, pricing, margins or reinvestment. Record what you know and what you still need to test. Do not claim to differ from consensus unless you have a specific, dated market expectation to compare.

Each evidence entry asks for a source URL, date and page, period or definition. This creates a review trail. The completeness check only identifies missing information; it cannot establish that a source supports your claim.

Keep the valuation and downside visible

Use one valuation horizon and consistent units. Show how enterprise value becomes common equity after cash, debt and other claims, then divide by the appropriate diluted share count. Separate operating assumptions from the valuation multiple or discount rate.

A catalyst describes an event that could change expectations. A disconfirming observation describes what would make you revise your view. Neither a precise target price nor a well-formatted memo makes an investment conclusion reliable on its own.

WORKED EXAMPLE

Practice with Rowan Tools

In the fictional Rowan case, $210m next-year revenue at a 16% margin gives $33.6m EBITDA. An 8.0x multiple and $35m net debt imply $233.8m equity, or $11.69 across 20m shares. Your pitch must still explain the operating assumptions, the $6.395 downside scenario and the evidence needed to support the base case.

Assumptions and limits

The builder organizes user-entered content and does not generate company facts or fetch prices.
Every source and valuation assumption requires your review.
No probability, consensus view or investment recommendation is inferred from your entries.
Browser storage is device-specific; export a copy before clearing data or switching devices.

Common questions

Does this write a stock recommendation for me?

It organizes the research you supply into a pitch or memo. It does not choose a security, generate a target price or verify that your conclusion is justified.

What is the difference between the pitch and memo exports?

The pitch uses a shorter structure focused on the business, view, valuation, catalysts and risks. The memo also includes your operating-driver discussion. Both include your evidence log and outstanding research items.

Can I use it for an interview without real company research?

Use the fictional Rowan Tools case to practice. Label its facts as fictional and do not present the supplied scenarios as real market data or a personal research finding.

Sources and methodology

Reviewed November 6, 2026. Sources support the method described above. Examples are illustrative; results depend on your inputs and require your review.