Research report
Also written Research report (what it does)
A multipurpose document that presents an investment idea, provides market perspective and gives detailed company analysis.
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
- Margin of safetyThe gap between a security's estimated intrinsic value and the lower price paid for it — the cushion that protects the buyer when the estimate turns out to be wrong.
- MoatThe durable competitive advantage that lets a company keep earning high returns while competitors try and fail to take its business.
Where this is taught
Free preparation for NISM Series XVRelated terms
- Margin of safetyThe gap between a security's estimated intrinsic value and the lower price paid for it — the cushion that protects the buyer when the estimate turns out to be wrong.
- Conflict of interestAny interest of the analyst's own — a shareholding, a fee, a relationship — that could bias the research, and which the regulations require to be disclosed rather than merely avoided.
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