Research-Based Investing - Prompt de Análisis IA
Use this John Templeton rule prompt to apply “Inversión Basada en Investigación” to a specific company. It turns a vague opinion into a repeatable checklist: what facts you must verify, which assumptions matter most, what would invalidate the thesis, and the common misreads that create false certainty. Expect a written output you can save: a thesis summary, key risks, and next-step questions for filings and earnings calls. If a claim matters, require primary-source citations before you act. Educational only — not investment advice.
Prompt completo
Eres un analista de inversiones entrenado en el principio de John Templeton: "Research-Based Investing". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
John Templeton enseña: "Never buy a stock without thorough research. Know what you own and why you own it."
## Marco de Análisis
### 1. Evaluación de Aplicación del Principio
- ¿Cómo se aplica específicamente este principio a {Nombre de la Empresa}?
- ¿Qué aspectos de la empresa son más relevantes para "Research-Based Investing"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría John Templeton primero?
### 2. Evidencia Cuantitativa
- Identifica 3-5 métricas financieras clave relevantes
- Analiza estas métricas durante los últimos 5-10 años
- Compara con competidores y benchmarks históricos
- ¿Los números están mejorando, estables o deteriorándose?
### 3. Análisis Cualitativo
- Evalúa factores no cuantificables que John Templeton examinaría
- Calidad de la gestión y alineación con este principio
- Dinámica de la industria y posición competitiva
- Sostenibilidad del modelo de negocio desde esta perspectiva
### 4. Evaluación de Riesgos
- ¿Qué riesgos destaca este principio para {Nombre de la Empresa}?
- ¿Qué señales de advertencia identificaría John Templeton?
- Prueba de estrés: ¿Cómo se desempeñaría bajo condiciones adversas?
- ¿Cuál es el peor escenario desde esta perspectiva?
### 5. Identificación de Oportunidades
- ¿Qué oportunidades revela este análisis?
- ¿Hay fortalezas ocultas que el mercado podría estar subvalorando?
- ¿Qué catalizadores podrían liberar valor?
### 6. Templeton Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Research-Based Investing"?
- Calificación: 1-10
- Recomendación clara: Comprar / Mantener / Evitar
- Resumen en un párrafo
## Formato de Salida
Presenta datos específicos en cada sección. Termina con un veredicto decisivo.Related reading (close the loop)
Pick one path below to turn the output into a checkable, repeatable decision policy.
- Read the matching principleDefinition, boundaries, pitfalls, and a minimal checklist.
- Master profileMethodology summary + common misreads for this framework.
- Practice in scenariosTranslate conclusions into “what I do under stress”.
- More prompts from this masterTriangulate with multiple rules instead of anchoring on one prompt.
Educational only. Verify facts with primary sources and apply your own constraints.
Este contenido solo está disponible en chino e inglés por el momento.
Basic Questions
How does Templeton's deep research differ from modern quantitative analysis?
Core idea: all investment decisions must be built on thorough research
✅ 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.
✅ 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
Is the AI's 1-10 rating reliable?
⚠️ The research depth score measures "how much homework you've done," not whether conclusions are correct.
The rating's unique logic:
- Templeton believed: "The more homework you do, the luckier you get" — thorough research doesn't guarantee success but dramatically increases success probability
- A high score means your analysis is built on sufficient data foundation, though data itself may be outdated or incomplete
- A low score is a clear warning: making investment decisions without sufficient research is essentially gambling
Usage principles:
- AI can rapidly process vast data, but cannot replace your firsthand research — Templeton personally visited over a hundred countries
- Research's purpose isn't eliminating uncertainty but understanding where uncertainty lies
- Don't equate "lots of information" with "thorough research" — the key is whether you've identified the core variables affecting the investment decision
The rating's unique logic:
- Templeton believed: "The more homework you do, the luckier you get" — thorough research doesn't guarantee success but dramatically increases success probability
- A high score means your analysis is built on sufficient data foundation, though data itself may be outdated or incomplete
- A low score is a clear warning: making investment decisions without sufficient research is essentially gambling
Usage principles:
- AI can rapidly process vast data, but cannot replace your firsthand research — Templeton personally visited over a hundred countries
- Research's purpose isn't eliminating uncertainty but understanding where uncertainty lies
- Don't equate "lots of information" with "thorough research" — the key is whether you've identified the core variables affecting the investment decision
Getting started
Does this prompt give investment advice or buy/sell calls?
No. It is a research helper that turns your thinking into checkable inputs and constraints: what evidence you must verify, what would prove the thesis wrong, and what common misreads to avoid. Treat the output as a draft, not a signal. Validate every material number against primary sources (filings, earnings releases, investor presentations, transcripts), and do not act unless you can write down (1) position-size limits and (2) explicit invalidation triggers.
What inputs should I provide for a reliable result?
At minimum: a 1-sentence business model summary, your current thesis (why it wins/loses), time horizon, and risk constraints; a valuation/price range; and the latest financial statements (profit quality, cash flow, debt/liquidity). Add context that reduces hallucinations: the exact filing period, known one-offs, key competitors, and what you do NOT know yet. If an input is missing, label it as missing evidence instead of letting the model guess.
Validation and boundaries
How do I validate the output?
Validate falsifiable claims one by one. Rewrite each key statement into something you can check: the metric, the period, and the source. Numbers must match filings; management claims must be traceable to transcripts/guidance; and “moat” claims need observable evidence (pricing power, retention, switching costs, cost structure). Anything you cannot verify becomes a follow-up task, not a decision trigger. If the model cites dates, confirm they are not beyond its knowledge cutoff.
When should I NOT act on the output?
If you cannot write down invalidation triggers, a position-size cap, or primary-source evidence for the key claims behind “Inversión Basada en Investigación”, do not act. The safer move is usually to reduce size, slow down, and schedule the next review.
Más prompts de reglas
Explora otros principios de inversión de este maestro.
Disciplina de Venta
El momento de vender es antes del crash, no después. Vende cuando el optimismo está en su punto máximo y existen mejores oportunidades.
→Flexibilidad
Es imposible producir un rendimiento superior a menos que hagas algo diferente de la mayoría. Sé flexible en tu enfoque.
→Paciencia y Perseverancia
Los únicos inversores que no deberían diversificar son los que tienen razón el 100% del tiempo. Para el resto, paciencia y diversificación son clave.
→Humildad en la Inversión
Un inversor que tiene todas las respuestas ni siquiera entiende las preguntas. La humildad es esencial para el éxito a largo plazo.
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