Chapter 13 · 5 of 100 marks · workbook pages 247-254
Qualities of a Good Research Report
What separates a usable research report from noise, and the checklist approach an analyst runs before publishing.
Focus
- Report quality
- Checklist approach
- Recommendation discipline
- Risks and disclosures
Must know
- A good research report presents an investment idea with clear thesis, facts, assumptions, valuation, risks, and disclosures.
- Annual reports and official filings are stronger fact sources than media commentary or informal views.
- Recommendation language must be consistent and supported by analysis.
Traps
- A report is not just a target price.
- Disclosures and conflicts are part of report quality, not optional add-ons.