Want the whole sequence on one printable page? See the Complete Stock Research Checklist.

Learning Path · 8 guides

From Zero to Your First Research-Backed Position

For someone who hasn't bought a stock yet, or has but never had a real process. Each guide builds on the last. By the end you'll run your first AlphaLens analysis on a company you actually understand.

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  1. 1

    How to Start Investing in Stocks in 2026

    The account, the basics, the sequence — start here.

  2. 2

    What Is Compound Interest?

    Why starting now matters more than starting big.

  3. 3

    What Is Asset Allocation?

    Decide how much belongs in individual stocks before you pick any.

  4. 4

    How to Pick Stocks for Beginners

    The research process, step by step.

  5. 5

    What Is a Moat?

    The concept behind Framework 02 — learn it before you run it.

  6. 6

    How to Research a Stock Before Buying

    The structured sequence that separates research from reading headlines.

  7. 7

    What Is a P/E Ratio?

    The one valuation number you'll see everywhere — used correctly.

  8. 8

    How to Analyze a Stock

    The complete sequence, tying everything above together.

Capstone — Apply This With AlphaLens

Pick a company you actually know something about. Run Framework 01 (Full Company Breakdown) and Framework 03 (Fair Value Stress Test) on it. That's your first research-backed position — not a tip, not a gut feeling, an actual process.

Run Your First Analysis →

Learning Path · 8 guides

The Active Investor Research Process

For someone who already invests and wants a repeatable process instead of ad-hoc research. This path builds the full due-diligence sequence — filings, earnings quality, management, moat, position sizing.

0 / 8
  1. 1

    How to Analyze a Stock

    The full sequence, as an overview before you go deep on each piece.

  2. 2

    How to Read SEC Filings

    Where the real disclosures live, and what most investors skip.

  3. 3

    What Is Earnings Quality?

    The concept behind Framework 04 — spot red flags before the market does.

  4. 4

    How to Evaluate Management

    Track record and capital allocation — the tells that separate operators from talkers.

  5. 5

    How to Score and Compare Competitive Moats

    Rank moat strength across competitors instead of relying on gut feel.

  6. 6

    What Is Margin of Safety?

    Graham's core idea — buying with enough cushion to survive being wrong.

  7. 7

    How to Think About Position Sizing

    What percentage of your portfolio a single stock should occupy.

  8. 8

    How to Build a Stock Portfolio

    Concentration and correlation — the construction decisions that matter most.

Capstone — Apply This With AlphaLens

Take a position you already hold or are seriously considering. Run Frameworks 01, 02, 03, 04, 08, 11, and 12 on it — or Run All 15 if you're on Pro. Write down what would have to be true for you to be wrong. That's the process, applied for real.

Run the Full Process →

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