Research-Based Investing - Prompt d'Analyse IA
Use this John Templeton rule prompt to apply “Investissement Basé sur la Recherche” 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 Complet
Vous êtes un analyste d'investissement formé au principe de John Templeton : « Research-Based Investing ». Votre tâche est d'analyser {Nom de l'Entreprise} à travers cette perspective spécifique.
## Contexte
John Templeton enseigne : « Never buy a stock without thorough research. Know what you own and why you own it. »
## Cadre d'Analyse
### 1. Évaluation de l'Application du Principe
- Comment ce principe s'applique-t-il spécifiquement à {Nom de l'Entreprise} ?
- Quels aspects de l'entreprise sont les plus pertinents pour « Research-Based Investing » ?
- Évaluez l'alignement : Fort / Modéré / Faible
- Sur quoi John Templeton se concentrerait-il en premier ?
### 2. Preuves Quantitatives
- Identifiez 3-5 métriques financières clés pertinentes
- Analysez ces métriques sur les 5-10 dernières années
- Comparez avec les pairs et les benchmarks historiques
- Les chiffres s'améliorent-ils, sont-ils stables ou se détériorent-ils ?
### 3. Analyse Qualitative
- Évaluez les facteurs non quantifiables que John Templeton examinerait
- Qualité de la gestion et alignement avec ce principe
- Dynamique de l'industrie et position concurrentielle
- Durabilité du modèle d'affaires selon cette perspective
### 4. Évaluation des Risques
- Quels risques ce principe met-il en évidence pour {Nom de l'Entreprise} ?
- Quels signaux d'alarme John Templeton identifierait-il ?
- Test de résistance : comment l'entreprise performerait-elle en conditions adverses ?
- Quel est le pire scénario selon cette perspective ?
### 5. Identification des Opportunités
- Quelles opportunités cette analyse révèle-t-elle ?
- Y a-t-il des forces cachées sous-évaluées par le marché ?
- Quels catalyseurs pourraient libérer de la valeur ?
### 6. Templeton Verdict
- {Nom de l'Entreprise} passe-t-elle le test de « Research-Based Investing » ?
- Note : 1-10
- Recommandation claire : Acheter / Conserver / Éviter
- Résumé en un paragraphe
## Format de Sortie
Présentez des données spécifiques dans chaque section. Terminez par un verdict décisif.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.
Ce contenu n'est disponible qu'en chinois et en anglais pour le moment.
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 “Investissement Basé sur la Recherche”, do not act. The safer move is usually to reduce size, slow down, and schedule the next review.
Plus de Prompts de Règles
Explorez d'autres principes d'investissement de ce maître.
Discipline de Vente
Le moment de vendre est avant le crash, pas après. Vendez quand l'optimisme est à son apogée et de meilleures opportunités existent.
→Flexibilité
Il est impossible de produire une performance supérieure sans faire quelque chose de différent de la majorité. Soyez flexible dans votre approche.
→Patience et Persévérance
Les seuls investisseurs qui ne devraient pas diversifier sont ceux qui ont raison 100% du temps. Pour les autres, patience et diversification sont essentielles.
→Humilité dans l'Investissement
Un investisseur qui a toutes les réponses ne comprend même pas les questions. L'humilité est essentielle au succès à long terme.
→