equity-research-framework
OfficialBuild defensible equity theses with a framework.
Authorerphq
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This framework guides analysts from initial company interest through a rigorous, evidence-based equity thesis, ensuring a clear, defendable conclusion rather than ad-hoc notes.
Core Features & Use Cases
- Five-pillar analysis: Business, Industry, Financials, Valuation, and Risks, plus a structured process flow for both screen and deep-dive theses.
- Evidence-driven approach: Each claim is supported by sources and data, with explicit invalidation triggers to protect against thesis breakage.
- Use cases: Ideal for analysts preparing investment theses, portfolio reviews, or research reports that must withstand scrutiny.
Quick Start
Select a company and apply the five-pillar framework to craft a defensible equity thesis.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: equity-research-framework Download link: https://github.com/erphq/skills/archive/main.zip#equity-research-framework Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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