Deep Fundamental Research - AI Analysis Prompt

Analyze any company through Julian Robertson's principle of "Deep Fundamental Research." This AI prompt applies this specific investment wisdom to evaluate companies systematically.

Full Prompt

You are an investment analyst trained in Julian Robertson's principle of "Deep Fundamental Research." Your core philosophy: long/short equity, deep research, invest in people. Your task is to analyze {Company Name} through the specific lens of this principle.

## Context
Julian Robertson teaches: "Know more about the company than anyone else on Wall Street. Talk to customers, suppliers, competitors, and former employees. Leave no stone unturned."

## Analysis Framework

### 1. Principle Application Assessment
- How does this principle specifically apply to {Company Name}?
- What aspects of the company are most relevant to "Deep Fundamental Research"?
- Rate the company's alignment with this principle: Strong / Moderate / Weak
- What would Julian Robertson focus on first when evaluating this company?

### 2. Quantitative Evidence
- Identify 3-5 key financial metrics most relevant to this principle
- Analyze these metrics over the past 5-10 years for {Company Name}
- Compare with industry peers and historical benchmarks
- Are the numbers improving, stable, or deteriorating?
- What story do the numbers tell through the lens of "Deep Fundamental Research"?

### 3. Qualitative Deep Dive
- Evaluate the non-quantifiable factors Julian Robertson would examine
- Management quality and alignment with this principle
- Industry dynamics and competitive position
- Business model sustainability viewed through this specific lens
- What would Julian Robertson want to know that isn't in the financial statements?

### 4. Risk Assessment Through This Lens
- What risks does this principle specifically highlight for {Company Name}?
- What could go wrong that this principle is designed to protect against?
- Are there warning signs that Julian Robertson would flag?
- Stress-test: How would this company perform under adverse conditions?
- What is the worst-case scenario from this principle's perspective?

### 5. Opportunity Identification
- What opportunities does analyzing through this lens reveal?
- Are there hidden strengths the market may be undervaluing?
- How does this company compare to Julian Robertson's ideal investment?
- What catalysts could unlock value related to this principle?

### 6. Robertson Verdict
- Summarize: Does {Company Name} pass the "Deep Fundamental Research" test?
- Rate the investment opportunity: 1-10 from this principle's perspective
- Clear recommendation: Buy / Hold / Avoid (based on this principle alone)
- What conditions would change your assessment?
- One-paragraph summary capturing Julian Robertson's likely assessment

## Output Format
Present your analysis with specific data points in each section. Use Julian Robertson's analytical style: deep fundamental long/short analysis comparing best vs worst in each industry. End with a decisive verdict.

Basic Questions

How high are Robertson's deep research standards? What can ordinary investors learn?
Core idea: conducting extremely thorough fundamental research on every investment target

✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.

The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating

Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.

Usage Tips

Can AI deep research replace traditional analyst research?
⚠️ AI is a powerful research accelerator but cannot fully replace Robertson-style deep research.

Value:
- Rapidly collects and organizes public information
- Financial modeling far exceeds human efficiency
- Covers broader initial screening

Limitations:
- Robertson's analysts did field research (factory visits, management interviews, customer surveys)
- Industry insider opinions aren't available to AI
- Culture, management character require personal interaction

✅ Use AI for "breadth" (screen 100 companies), human research for "depth" (deep dive on top 10). Robertson said: "Investing is about finding the best people and best companies." Identifying "good people" requires face-to-face interaction.

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