equity-research-framework

Craft a defensible equity thesis using a five-pillar analysis framework.

2|1|Updated Apr 15, 2026

Search Tags:#research #analysis #framework #valuation #risk #thesis #equity

Ready to run

npx skills add https://github.com/erphq/skills --skill equity-research-framework

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: equity-research-framework
Source: https://github.com/erphq/skills/tree/main/investment-research/core/equity-research-framework
Command: npx skills add https://github.com/erphq/skills --skill equity-research-framework

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about equity-research-framework

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I build a defensible equity thesis for a public company?▼

To build a defensible equity thesis, apply a structured five-pillar framework covering Business, Industry, Financials, Valuation, and Risks. This approach requires gathering evidence from financials and competitive landscape, with explicit invalidation triggers to protect against thesis breakage.

What is the five-pillar framework for equity research analysis?▼

The five-pillar framework for equity research structures analysis into Business, Industry, Financials, Valuation, and Risks. It guides analysts from initial company interest through an evidence-based thesis, ensuring a clear, defendable conclusion rather than ad-hoc notes.

How do I add invalidation triggers to an investment thesis?▼

Add invalidation triggers to an investment thesis by defining explicit falsifiability conditions within the risk pillar. The framework requires each claim to be supported by sources and data, with clear triggers that signal when to abandon the thesis.

Can I use this equity research framework for both initial screening and deep-dive analysis?▼

Yes, you can use this equity research framework for both initial screening and deep-dive analysis. It includes a structured process flow tailored for both quick screens and rigorous deep-dive research, ensuring your investment thesis withstands scrutiny.

What's the best way to structure an equity research report with source attribution?▼

Structure an equity research report using the five-pillar framework, ensuring every claim is supported by attributed sources and data. This evidence-driven approach organizes financials, industry context, and competitive landscape into a defendable conclusion.

When should I not use a structured framework for equity valuation?▼

Avoid a structured equity valuation framework when you lack sufficient financial data or industry context to populate the five pillars. The method requires evidence-driven claims with explicit invalidation triggers, making it unsuitable for purely speculative or data-poor scenarios.