All resourcesResearch process · 1 min read

Build a research checklist you will actually use.

A repeatable set of questions keeps your company reviews consistent.

A research checklist helps you compare your own thinking across companies. It is a record of the questions you ask, not a formula for selecting an investment.

Start with the business

Record what the company does, where your information comes from, and what you still need to understand. Keep open questions alongside the figures.

Keep dividend context together

Review the displayed dividend history with the company information and source dates. Write down inconsistencies to investigate rather than treating a single number as the whole story.

Make room for a conclusion

Finish each review with your next research step. A company can remain on a watchlist without becoming an investment decision.