01 · Build the note
Start with a specific question
Replace “Is this going up?” with a testable idea about value, risk and time.
If you cannot explain the idea without a price target, keep researching.
A good research note makes both the attraction and the risk visible. Choose an asset class, answer the hard questions and define what would change your mind before the story becomes a position.
01 · Build the note
Replace “Is this going up?” with a testable idea about value, risk and time.
Your one-page note