What a research report looks like
Every TickerDesk report is an 8–12 page PDF generated on demand by Claude, structured the same way. Below is an annotated walkthrough of the sections — the layout is real; the example content is illustrative.
Research Report · [Your Ticker]
Executive takeaway
A two-to-three sentence synthesis up top: the setup in plain language, the single most important thing to watch, and where the thesis breaks. No hedging essay — the decision-relevant read first.
Illustrative: "Momentum leader consolidating above the 50-day after an earnings gap; bulls want the gap held, bears point to a rich multiple into a decelerating growth print."
Bull & bear case
Bull case
The strongest arguments for upside — catalyst path, relative strength, positioning and valuation support — each stated as a specific, checkable point.
Bear case
The strongest arguments against — the risks that would invalidate the setup, competitive or macro headwinds, and what the skeptics see.
A report that only argues one side isn't research. Both cases are built to be genuinely strong.
Recent options flow
The notable unusual options activity in the name: sweeps, volume vs open interest, opening-buyer premium tilt, and whether the flow confirmed on next-day open interest — pulled from the same engine as the live flow scanner.
Key levels
Real reports fill these with the ticker's actual levels and a short read on which matter into the current setup.
Filings & catalysts
A read on recent SEC filings (via EDGAR) and the upcoming catalyst calendar — earnings date, expected move into the print, and any scheduled events that could move the stock.
Bottom line
A closing paragraph that ties the flow, levels, and fundamentals into one clear statement of where the edge is and what would change the view — the same discipline as the rest of the desk: say what's actionable, and where it isn't.
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