Before you invest: how to check whether information deserves your trust
A practical way to check sources, dates, numbers and incentives before making an investment decision. Includes a six-point research checklist.
Read the guide →Reliable information / 9 guides
Trace claims to their source. Check dates, incentives and what the headline leaves out.
A practical way to check sources, dates, numbers and incentives before making an investment decision. Includes a six-point research checklist.
Read the guide →Build a traceable evidence trail from a company claim to the filing, definition and reporting period that support it.
Read the guide →Check reporting dates, later events and denominator changes before letting an old figure drive a new conclusion.
Read the guide →Map who benefits from a research claim, then test the evidence without assuming either honesty or deception.
Read the guide →Separate a forecast comparison from business performance by reconciling revenue, earnings adjustments and share counts.
Read the guide →Understand what consensus measures, calculate forecast dispersion and avoid mistaking an average estimate for evidence of an outcome.
Read the guide →Turn a promotional announcement into a structured set of facts, conditions and questions using a contract example.
Read the guide →Trace popular investment claims to their origins and distinguish independent corroboration from repeated promotion.
Read the guide →Resolve differences in periods, definitions and assumptions before deciding whether research sources genuinely disagree.
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