CFA-Institute methodology. Six deliverables. Flat fee. Twelve-hour turnaround on payment confirmation.
Every commission is delivered as a single bound PDF. Each section is built independently and stitched together — nothing is recycled, nothing is templated past the structure.
Full annual report breakdown — business segments, geographic exposure, risk factors, MD&A, accounting policies, footnotes that matter.
Most recent quarterly filing decomposed — quarter-on-quarter and year-on-year deltas, working-capital movements, segment trajectory.
Last earnings call dissected — management tone, guidance shifts, analyst Q&A pressure points, what was said versus what was avoided.
Profitability, liquidity, leverage, efficiency, and market multiples — built to CFA standardisation, compared against peers and own history.
The thesis in plain English. What the numbers say, what management isn’t saying, where the story breaks, and what would change our view.
Discounted cash flow with stated assumptions, sensitivity table, and comparable-company multiples. No black-box outputs — every input is shown.
All financial-statement work follows the framework taught and tested by the CFA Institute: quality-of-earnings adjustments, standardised ratio construction, and explicit valuation assumptions stated in the document.
You will not receive tip sheets, momentum calls, or copy-pasted summaries from public databases. You will receive a defensible analytical view, with the work shown.
This is paid research, not a personalised buy/sell/hold recommendation. See disclosures.
Send us the ticker and what you want emphasised.
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The clock starts on payment confirmation. We work the file end to end.
You receive the full research pack as a single PDF, by email.
Submit the ticker and your context. We reply within one business day to confirm scope and send a payment link. Delivery clock begins on payment.