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11 STOCK RESEARCH PROMPTS MOST PEOPLE NEVER USE Most people research stocks like this: “Is this stock good?” “Should I buy now?” “What’s the target price?” If you’re doing that, you’re skipping the part that builds real clarity. Here’s a clarity-first stock research workflow 👇
Step 1: Build First-Principles Understanding (Gemini) Before numbers, the focus is on clarity. Prompt 1 - Business Clarity “Explain this company’s business like I’m explaining it to a non-investor. What do they sell, who buys it, and why it exists.” Stock: [ticker] This is meant to reduce jargon and improve basic understanding.
Step 2: Verify Facts & Reality (Perplexity) Now I fact-check everything. Prompt 2 - Reality Check “Summarize recent news, earnings highlights, and major events for this company. Cite sources.” Company: [ticker] Perplexity helps ground the research in current, verifiable information.
Step 3: Industry Context (Perplexity) Stocks don’t move alone. Prompt 3 - Industry Lens “Explain current trends, growth drivers, and risks in this industry. Include data-backed insights.” Industry + company This helps reduce tunnel vision.
Step 4: Moat & Competition (Gemini) Now I think long term. Prompt 4 - Competitive Advantage “Analyze this company’s competitive moat. Is it pricing power, brand, cost advantage, or switching costs?” Company: [ticker] No numbers yet. Just business strength.
Step 5: Financial Quality (Gemini) Only now do I touch financials. Prompt 5 - Financial Health “Analyze revenue growth, margins, debt, cash flow, and capital allocation trends. Keep it simple.” Company: [ticker] If the business isn’t financially healthy, further analysis may not be necessary.
Step 6: Red Flags Search (Perplexity) I actively look for reasons not to invest. Prompt 6 - Red Flags “Search for controversies, governance issues, accounting concerns, or past failures related to this company.” Company: [ticker] This step is designed to surface risks that are often missed.
Step 7: Scenario Thinking (Gemini) Markets are uncertain. Scenarios matter. Prompt 7 - Scenario Analysis “Lay out a base case, bull case, and bear case for this company over 3–5 years. No price targets.” Stock: [ticker] This encourages scenario-based thinking instead of predictions.
Step 8: Macro Sensitivity (Gemini) Good companies can still suffer. Prompt 8 - Stress Test “How sensitive is this business to interest rates, inflation, demand slowdown, or regulation?” Company: [ticker] I want to know what can hurt it.
Step 9: Valuation Thinking (Gemini + Perplexity) Not valuation models. Valuation logic. Prompt 9 - Valuation Context “Explain what assumptions would justify today’s valuation and what would make it expensive or cheap historically.” Company: [ticker] Perplexity adds data. Gemini adds reasoning.
Step 10: Thesis Formation (Gemini) This is where a decision framework comes together. Prompt 10 - Investment Thesis “Help me write a clear long-term thesis: why this stock, what must go right, and what would prove me wrong.” Stock: [ticker] If the thesis can’t be explained clearly, it may not be ready for investment.
Step 11: Ongoing Monitoring (Perplexity) Research doesn’t end after buying. Prompt 11 - Monitoring Prompt “Track major updates, earnings changes, or risk events related to this company.” Company: [ticker] This supports ongoing awareness after an investment is made.
Gemini helps me think. Perplexity helps me verify. Together, they support clearer thinking and better verification. And in investing, that’s the real edge.
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